Compare · 2 funds side by side · dividends reinvested

OVB and BSV

OVBOverlay Shares×BSVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,977BSV · best of the two

02 / 04

OVB and BSV, 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%$48M1.5

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.5

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 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

OVB

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,977

$10,000 five years ago, dividends reinvested

OVBMeasureBSV

+1.4%Year to dateJan 1 → Nov 4+0.9%

+2.3%1 yearTotal return+1.7%

+8.1%3 years · per year$10,000 became $12,636 · $11,478+4.7%

+0.2%5 years · per year$10,000 became $10,118 · $10,977+1.9%

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

6.68%Trailing 12-mo yield$668 · $410 a year on $10k4.10%

−4.0%Worst dropSmaller is better−1.4%

6.4%VolatilityLower is calmer1.9%

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

4–4Level

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

More Ways to See the Pairs

OVB vs BSV: Top 5 Holdings

Today

OVB

100.0%in top 5

BSV

in top 5[…]

OVBStockBSV

100.0%AGGnot top 5

Held in common[…]

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

OVB vs BSV Returns, Every Period

Overlay SharesOVB

+0.2%

5 years, per year

BSVVanguard

+1.9%

5 years, per year

OVBBSVFaded: behind in that period

3–1OVB wins

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

OVB vs BSV

YTD

Overlay SharesOVB

+1.4%

BSVVanguard

+0.9%

+1.4%Year to date+0.9%

−4.0%Worst drop · 1Y−1.4%

6.4%Volatility · 1Y1.9%

6.7%Yield4.1%

$47.9MAssets$45.4B

2–2level

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

Cost, Income and Risk

Fees: OVB, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

OVB0.79%$79

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

Yields: OVB, BSV

6.68%highest, OVB

FundTrailing yieldYield$10k

OVB6.68%$668

BSV4.10%$410

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

Income After Fees on $10,000

$589most kept, OVB

OVB$668 − $79 = $589

BSV$410 − $3 = $407

KeptFee

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

Overlap: OVB, BSV

Today

[…]holdings […]

OVBBSV

OVB—[…]

BSV[…]—

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

BSVWorst drop−1.4%1.9% 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

OVBBSV

+1.4%Year to date+0.9%

6.7%Yield4.1%

+2.3%Past year+1.7%

0.79%Fee0.03%

3–1OVB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026