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VSLU vs OVL

Applied Finance Valuation Large Cap US ETF vs Overlay Shares Large Cap Equity ETF

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

OVL

Overlay Shares Large Cap Equity ETF

Overlay Shares

Annual cost

0.79%

Fund size

$221M

Key differences

  • VSLU costs 0.30% less per year.
  • VSLU is classified as equity, while OVL is alternative — different risk/return profiles.
  • VSLU follows a index tracking strategy; OVL uses option income.
  • Over the last 3 years, OVL has delivered higher annualized returns.

Side-by-side comparison

VSLUOVL
Annual cost (TER)0.49%0.79%
Fund size (AUM)$496M$221M
Since20212019
Dividend yield0.45%5.55%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+29.3%+36.9%
CAGR 3Y+22.4%+25.1%
CAGR 5Y+14.5%+15.0%
Sharpe 3Y1.241.11
Volatility 1Y12.58%14.10%
Max drawdown-23.86%-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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