Compare · 3 funds side by side · dividends reinvested

OVB, BND and VOO

OVBOverlay Shares×BNDVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

OVB, BND and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.73%+0.6%+1.2%+7.8%+0.1%−4.0%6.3%$48M1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.2%−0.1%−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 3, 2026 · returns include dividends · since: OVB 2019 · BND 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Core Bond ETF · $48M$10,067

OVB

BND

Vanguard Total Bond Market ETF · $161B$9,944

$10,000 five years ago, dividends reinvested

OVBMeasureBND

+0.6%Year to dateJan 1 → Nov 3−0.6%

+1.2%1 yearTotal return−0.3%

+7.8%3 years · per year$10,000 became $12,518 · $11,655+5.2%

+0.1%5 years · per year$10,000 became $10,067 · $9,944−0.1%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

6.73%Trailing 12-mo yield$673 · $415 a year on $10k4.15%

−4.0%Worst dropSmaller is better−4.5%

6.3%VolatilityLower is calmer4.0%

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

6–2OVB wins

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

More Ways to See the Pairs

OVB vs BND: Top 5 Holdings

Today

OVB

100.0%in top 5

BND

in top 5[…]

OVBStockBND

100.0%AGGnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

OVB vs BND Returns, Every Period

Overlay SharesOVB

+0.1%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

OVBBNDFaded: behind in that period

4–0OVB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OVB vs BND

YTD

Overlay SharesOVB

+0.6%

BNDVanguard

−0.6%

+0.6%Year to date−0.6%

−4.0%Worst drop · 1Y−4.5%

6.3%Volatility · 1Y4.0%

6.7%Yield4.1%

$47.9MAssets$161B

3–1OVB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVB, BND, VOO

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VOO0.03%$3

OVB0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OVB, BND, VOO

6.73%highest, OVB

FundTrailing yieldYield$10k

OVB6.73%$673

BND4.15%$415

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$594most kept, OVB

OVB$673 − $79 = $594

BND$415 − $3 = $412

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OVB, BND, VOO

Today

0.0%most shared, OVB and VOO

OVBBNDVOO

OVB—[…]0.0%

BND[…]—[…]

VOO0.0%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

BNDWorst drop−4.5%4.0% vol

OVBWorst drop−4.0%6.3% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OVBVOO

+0.6%Year to date+11.5%

6.7%Yield1.1%

+1.2%Past year+11.9%

0.79%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026