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OVLHOverlay Shares Hedged Large Cap Equity ETF

Take a bet#232 of 761 for Take a bet

Seeks long-term capital appreciation while mitigating overall market risk.

Overlay Shares · Since 2021 (5 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$98M

#2753 out of 5,332 ETFs

Dividend Yield

0.31%

Track Record

5 years

#2334 out of 5,332 ETFs

Performance

1 Year

+19.3%

3 Years

+17.3%

5 Years

+9.2%

What's inside

Asset class
Strategy
volatility strategy

Asset allocation

Stocks
102.4%
Other
0.1%

Top holdings

Vanguard S&P 500 ETFVOO96.2%
First American Government Obligs XFGXXX0.4%

Risk profile

Volatility (1Y)

8.6%

Moderate

Max drawdown

-20.7%

Worst peak-to-trough loss

Sharpe (3Y)

1.33

Excellent risk-adjusted returns

Sortino (3Y)

2.08

Good downside protection

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Data updated on 2026-05-05