Screener
PWB vs OVL
Invesco Dynamic Large Cap Growth ETF vs Overlay Shares Large Cap Equity ETF
Key differences
- PWB costs 0.24% less per year.
- PWB is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- PWB is classified as equity, while OVL is alternative — different risk/return profiles.
- PWB follows a index tracking strategy; OVL uses option income.
- Over the last 3 years, PWB has delivered higher annualized returns.
- PWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PWB | OVL | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.79% |
| Fund size (AUM) | $1.9B | $221M |
| Since | 2005 | 2019 |
| Dividend yield | 0.00% | 5.55% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +47.6% | +36.9% |
| CAGR 3Y | +34.1% | +25.1% |
| CAGR 5Y | +18.7% | +15.0% |
| Sharpe 3Y | 1.45 | 1.11 |
| Volatility 1Y | 18.57% | 14.10% |
| Max drawdown | -32.36% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PWB and OVL
Explore further