Screener
PSC vs OVL
Principal U.S. Small-Cap ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- PSC costs 0.41% less per year.
- PSC is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- PSC is classified as equity, while OVL is alternative — different risk/return profiles.
- PSC follows a index tracking strategy; OVL uses option income.
- Over the last 3 years, OVL has delivered higher annualized returns.
Side-by-side comparison
| PSC | OVL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.79% |
| Fund size (AUM) | $2.0B | $221M |
| Since | 2016 | 2019 |
| Dividend yield | 0.61% | 5.55% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +28.6% | +34.7% |
| CAGR 3Y | +18.7% | +25.2% |
| CAGR 5Y | +8.1% | +14.5% |
| Sharpe 3Y | 0.78 | 1.12 |
| Volatility 1Y | 18.83% | 14.12% |
| Max drawdown | -46.75% | -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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