Compare · 2 funds side by side · dividends reinvested

OVB and BND

OVBOverlay Shares×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,118OVB · best of the two

02 / 04

OVB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.68%+1.4%+2.3%+8.1%+0.2%−4.0%6.4%$48M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OVB 2019 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,950

BND

OVB

Overlay Shares Core Bond ETF · $48M$10,118

$10,000 five years ago, dividends reinvested

BNDMeasureOVB

−0.1%Year to dateJan 1 → Nov 4+1.4%

+0.3%1 yearTotal return+2.3%

+5.5%3 years · per year$10,000 became $11,733 · $12,636+8.1%

−0.1%5 years · per year$10,000 became $9,950 · $10,118+0.2%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

4.13%Trailing 12-mo yield$413 · $668 a year on $10k6.68%

−4.5%Worst dropSmaller is better−4.0%

4.0%VolatilityLower is calmer6.4%

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

2–6OVB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs OVB: Top 5 Holdings

Today

BND

[…]in top 5

OVB

in top 5100.0%

BNDStockOVB

not top 5AGG100.0%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BND vs OVB Returns, Every Period

VanguardBND

−0.1%

5 years, per year

OVBOverlay Shares

+0.2%

5 years, per year

BNDOVBFaded: behind in that period

0–4OVB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BND vs OVB

YTD

VanguardBND

−0.1%

OVBOverlay Shares

+1.4%

−0.1%Year to date+1.4%

−4.5%Worst drop · 1Y−4.0%

4.0%Volatility · 1Y6.4%

4.1%Yield6.7%

$161BAssets$47.9M

3–1OVB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

OVB0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OVB, BND

6.68%highest, OVB

FundTrailing yieldYield$10k

OVB6.68%$668

BND4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$589most kept, OVB

OVB$668 − $79 = $589

BND$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OVB, BND

Today

[…]holdings […]

OVBBND

OVB—[…]

BND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%OVB, at 6.4% volatility

BNDWorst drop−4.5%4.0% vol

OVBWorst drop−4.0%6.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OVBBND

+1.4%Year to date−0.1%

6.7%Yield4.1%

+2.3%Past year+0.3%

0.79%Fee0.03%

3–1OVB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026