Screener
VSLU vs OVS
Applied Finance Valuation Large Cap US ETF vs Overlay Shares Small Cap Equity ETF
Key differences
- VSLU costs 0.34% less per year.
- VSLU is significantly larger than OVS — larger funds tend to be more liquid and less likely to close.
- VSLU is classified as equity, while OVS is alternative — different risk/return profiles.
- VSLU follows a index tracking strategy; OVS uses option income.
- Over the last 3 years, VSLU has delivered higher annualized returns.
Side-by-side comparison
| VSLU | OVS | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.83% |
| Fund size (AUM) | $496M | $20M |
| Since | 2021 | 2019 |
| Dividend yield | 0.45% | 5.97% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +29.3% | +41.5% |
| CAGR 3Y | +22.4% | +17.7% |
| CAGR 5Y | +14.5% | +7.1% |
| Sharpe 3Y | 1.24 | 0.68 |
| Volatility 1Y | 12.58% | 19.45% |
| Max drawdown | -23.86% | -45.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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