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OVT vs OVM

Overlay Shares Short Term Bond ETF vs Overlay Shares Municipal Bond ETF

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

OVM

Overlay Shares Municipal Bond ETF

Overlay Shares

Annual cost

0.81%

Fund size

$36M

Key differences

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

Side-by-side comparison

OVTOVM
Annual cost (TER)0.79%0.81%
Fund size (AUM)$59M$36M
Since20212019
Dividend yield7.58%5.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+9.3%+10.4%
CAGR 3Y+7.3%+4.9%
CAGR 5Y+3.0%+1.5%
Sharpe 3Y0.870.25
Volatility 1Y3.44%4.22%
Max drawdown-13.59%-15.58%

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

Similar to OVT and OVM