Screener
SSPY vs OVLH
Stratified LargeCap Index ETF vs Overlay Shares Hedged Large Cap Equity ETF
Key differences
- SSPY costs 0.35% less per year.
- SSPY is classified as equity, while OVLH is alternative — different risk/return profiles.
- SSPY follows a index tracking strategy; OVLH uses volatility strategy.
- Over the last 3 years, OVLH has delivered higher annualized returns.
Side-by-side comparison
| SSPY | OVLH | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.80% |
| Fund size (AUM) | $122M | $102M |
| Since | 2019 | 2021 |
| Dividend yield | 1.29% | 0.29% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | volatility strategy |
| CAGR 1Y | +21.2% | +19.1% |
| CAGR 3Y | +15.1% | +17.4% |
| CAGR 5Y | +9.1% | +9.9% |
| Sharpe 3Y | 0.85 | 1.35 |
| Volatility 1Y | 10.79% | 8.52% |
| Max drawdown | -36.67% | -20.69% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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