Compare · 2 funds side by side · dividends reinvested

OVB and FBND

OVBOverlay Shares×FBNDFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,278FBND · best of the two

02 / 04

OVB and FBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.70%+1.0%+2.3%+7.6%+0.1%−4.0%6.5%$48M1.4

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%−0.1%+0.5%+5.8%+0.6%−4.7%4.1%$28.4B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OVB 2019 · FBND 2014

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Core Bond ETF · $48M$10,072

OVB

FBND

Fidelity Total Bond ETF · $28.4B$10,278

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OVBMeasureFBND

+1.0%Year to dateJan 1 → Nov 6−0.1%

+2.3%1 yearTotal return+0.5%

+7.6%3 years · per year$10,000 became $12,442 · $11,831+5.8%

+0.1%5 years · per year$10,000 became $10,072 · $10,278+0.6%

0.79%Expense ratio$79 · $36 a year on $10k · lower is better0.36%

6.70%Trailing 12-mo yield$670 · $478 a year on $10k4.78%

−4.0%Worst dropSmaller is better−4.7%

6.5%VolatilityLower is calmer4.1%

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

5–3OVB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVB vs FBND: Top 5 Holdings

Today

OVB

100.0%in top 5

FBND

in top 50.0%

OVBStockFBND

100.0%AGGnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

OVB vs FBND Returns, Every Period

Overlay SharesOVB

+0.1%

5 years, per year

FBNDFidelity

+0.6%

5 years, per year

OVBFBNDFaded: behind in that period

3–1OVB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OVB vs FBND

YTD

Overlay SharesOVB

+1.0%

FBNDFidelity

−0.1%

+1.0%Year to date−0.1%

−4.0%Worst drop · 1Y−4.7%

6.5%Volatility · 1Y4.1%

6.7%Yield4.8%

$48.2MAssets$28.4B

3–1OVB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVB, FBND

Today

0.36%lowest, FBND

FundExpense ratioFee$10k

FBND0.36%$36

OVB0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OVB, FBND

6.70%highest, OVB

FundTrailing yieldYield$10k

OVB6.70%$670

FBND4.78%$478

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$591most kept, OVB

OVB$670 − $79 = $591

FBND$478 − $36 = $442

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OVB, FBND

Today

0.0%most shared, OVB and FBND

OVBFBND

OVB—0.0%

FBND0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%OVB, at 6.5% volatility

FBNDWorst drop−4.7%4.1% vol

OVBWorst drop−4.0%6.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OVBFBND

+1.0%Year to date−0.1%

6.7%Yield4.8%

+2.3%Past year+0.5%

0.79%Fee0.36%

3–1OVB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026