Screener
VONE vs OVL
Vanguard Russell 1000 Index Fund ETF Shares vs Overlay Shares Large Cap Equity ETF
Key differences
- VONE costs 0.73% less per year.
- VONE is significantly larger than OVL — larger funds tend to be more liquid and less likely to close.
- VONE is classified as equity, while OVL is alternative — different risk/return profiles.
- VONE follows a index tracking strategy; OVL uses option income.
- Over the last 3 years, OVL has delivered higher annualized returns.
- VONE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VONE | OVL | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.79% |
| Fund size (AUM) | $10.8B | $221M |
| Since | 2010 | 2019 |
| Dividend yield | 1.04% | 5.55% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +30.0% | +36.9% |
| CAGR 3Y | +22.8% | +25.1% |
| CAGR 5Y | +13.6% | +15.0% |
| Sharpe 3Y | 1.22 | 1.11 |
| Volatility 1Y | 12.12% | 14.10% |
| Max drawdown | -34.66% | -35.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VONE and OVL
Explore further