Screener
OVT vs ICSH
Overlay Shares Short Term Bond ETF vs iShares Ultra Short Duration Bond Active ETF
Key differences
Both OVT and ICSH are fixed income ETFs. OVT charges 0.79% a year and ICSH 0.08%. The main difference: OVT follows a option income strategy; ICSH uses active selection.
- OVT follows a option income strategy; ICSH uses active selection.
- ICSH costs 0.71% less per year.
- ICSH is much larger than OVT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OVT has delivered higher annualized returns.
- ICSH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OVT | ICSH | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.08% |
| Fund size (AUM) | $61M | $7.6B |
| Since | 2021 | 2013 |
| Dividend yield | 8.11% | 4.38% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +8.3% | +4.3% |
| CAGR 3Y | +7.4% | +5.2% |
| CAGR 5Y | +2.9% | +3.7% |
| Sharpe 3Y | 0.88 | 3.41 |
| Volatility 1Y | 3.56% | 0.41% |
| Max drawdown | -13.59% | -3.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.