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OVT vs OVS

Overlay Shares Short Term Bond ETF vs Overlay Shares Small Cap Equity ETF

OVT

Overlay Shares Short Term Bond ETF

Overlay Shares

Annual cost

0.79%

Fund size

$59M

OVS

Overlay Shares Small Cap Equity ETF

Overlay Shares

Annual cost

0.83%

Fund size

$20M

Key differences

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

Side-by-side comparison

OVTOVS
Annual cost (TER)0.79%0.83%
Fund size (AUM)$59M$20M
Since20212019
Dividend yield7.58%5.97%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+9.3%+38.2%
CAGR 3Y+7.3%+17.1%
CAGR 5Y+3.0%+6.3%
Sharpe 3Y0.870.66
Volatility 1Y3.44%19.45%
Max drawdown-13.59%-45.09%

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

Similar to OVT and OVS