Screener
OVT vs OVL
Overlay Shares Short Term Bond ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- OVL is significantly larger than OVT — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| OVT | OVL | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.79% |
| Fund size (AUM) | $59M | $221M |
| Since | 2021 | 2019 |
| Dividend yield | 7.58% | 5.55% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.3% | +34.7% |
| CAGR 3Y | +7.3% | +25.2% |
| CAGR 5Y | +3.0% | +14.5% |
| Sharpe 3Y | 0.87 | 1.12 |
| Volatility 1Y | 3.44% | 14.12% |
| Max drawdown | -13.59% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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