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OVT vs OVB

Overlay Shares Short Term Bond ETF vs Overlay Shares Core Bond ETF

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

OVB

Overlay Shares Core Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$47M

Key differences

  • Over the last 3 years, OVT has delivered higher annualized returns.

Side-by-side comparison

OVTOVB
Annual cost (TER)0.79%0.79%
Fund size (AUM)$59M$47M
Since20212019
Dividend yield7.58%6.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+9.3%+10.4%
CAGR 3Y+7.3%+5.6%
CAGR 5Y+3.0%+0.8%
Sharpe 3Y0.870.31
Volatility 1Y3.44%5.85%
Max drawdown-13.59%-21.68%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OVT and OVB