Compare · 3 funds side by side · dividends reinvested

OVM, SUB and BND

OVMOverlay Shares×SUBiShares×BNDVanguard×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$11,948OVM · best of the three

Story of the three · IncomeMost incomeOVM · 5.73% · $573 a year on $10k

Story of the three · RiskSmallest drop

OVM, SUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.73%+2.7%+3.3%+6.1%+1.2%−6.4%5.8%$46M1.9

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.5%+2.2%+3.2%+1.6%−1.9%1.4%$13.4B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.5%4.0%$161B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: OVM 2019 · SUB 2008 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Overlay Shares Municipal Bond ETF · $46M$10,614

OVM

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,844

$10,000 five years ago, dividends reinvested

OVMMeasure

More Ways to See the Pairs

OVM vs SUB: Top 5 Holdings

Today

OVM

100.0%in top 5

SUB

in top 5[…]

OVMStockSUB

100.0%MUBnot top 5

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

Cost, Income and Risk

Fees: OVM, SUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SUB0.07%$7

OVM0.81%$81

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OVM, SUB, BND

1Y

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SUB

+2.7%Year to dateJan 1 → Nov 11+1.5%

+3.3%1 yearTotal return+2.2%

+6.1%3 years · per year$10,000 became $11,948 · $10,985+3.2%

+1.2%5 years · per year$10,000 became $10,614 · $10,844+1.6%

0.81%Expense ratio$81 · $7 a year on $10k · lower is better0.07%

5.73%Trailing 12-mo yield$573 · $257 a year on $10k2.57%

−6.4%Worst dropSmaller is better−1.9%

5.8%VolatilityLower is calmer1.4%

OVMSUB Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

OVM vs SUB Returns, Every Period

5Y

Overlay SharesOVM

+1.2%

5 years, per year

SUBiShares

+1.6%

5 years, per year

OVMSUBFaded: behind in that period

3–1OVM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OVM vs BND

YTD

Overlay SharesOVM

+2.7%

BNDVanguard

−0.7%

+2.7%Year to date−0.7%

−6.4%Worst drop · 1Y−4.5%

5.8%Volatility · 1Y4.0%

5.7%Yield4.2%

$46.0MAssets$161B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

5.73%highest, OVM

FundTrailing yieldYield$10k

OVM5.73%$573

BND4.15%$415

SUB2.57%$257

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$492most kept, OVM

OVM$573 − $81 = $492

BND$415 − $3 = $412

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OVM, SUB, BND

Today

[…]holdings […]

OVMSUBBND

OVM—[…][…]

SUB[…]—[…]

BND[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+3.3%OVM, at 5.8% volatility

SUBWorst drop−1.9%1.4% vol

BNDWorst drop−4.5%4.0% vol

OVMWorst drop−6.4%5.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

OVMSUB

+2.7%Year to date+1.5%

5.7%Yield2.6%

+3.3%Past year+2.2%

0.81%Fee0.07%

3–1OVM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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OVM, SUB and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three