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SHUS vs OVS

Stratified LargeCap Hedged ETF vs Overlay Shares Small Cap Equity ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

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

SHUSOVS
Annual cost (TER)0.79%0.83%
Fund size (AUM)$24M$20M
Since20212019
Dividend yield1.29%5.97%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.7%+38.2%
CAGR 3Y+10.5%+17.1%
CAGR 5YN/A+6.3%
Sharpe 3Y0.610.66
Volatility 1Y10.18%19.45%
Max drawdown-14.09%-45.09%

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

Similar to SHUS and OVS