Compare · 2 funds side by side · dividends reinvested

OVB and IUSB

OVBOverlay Shares×IUSBiShares×

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 IUSB, 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

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.1B1.8

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 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

OVB

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,113

$10,000 five years ago, dividends reinvested

OVBMeasureIUSB

+1.4%Year to dateJan 1 → Nov 4−0.0%

+2.3%1 yearTotal return+0.5%

+8.1%3 years · per year$10,000 became $12,636 · $11,881+5.9%

+0.2%5 years · per year$10,000 became $10,118 · $10,113+0.2%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

6.68%Trailing 12-mo yield$668 · $434 a year on $10k4.34%

−4.0%Worst dropSmaller is better−4.3%

6.4%VolatilityLower is calmer3.9%

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

5–2OVB wins

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 IUSB: Top 5 Holdings

Today

OVB

100.0%in top 5

IUSB

in top 5[…]

OVBStockIUSB

100.0%AGGnot top 5

Held in common[…]

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

OVB vs IUSB Returns, Every Period

Overlay SharesOVB

+0.2%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

OVBIUSBFaded: behind in that period

3–0OVB wins

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

OVB vs IUSB

YTD

Overlay SharesOVB

+1.4%

IUSBiShares

−0.0%

+1.4%Year to date−0.0%

−4.0%Worst drop · 1Y−4.3%

6.4%Volatility · 1Y3.9%

6.7%Yield4.3%

$47.9MAssets$50.1B

3–1OVB wins

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

Cost, Income and Risk

Fees: OVB, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

OVB0.79%$79

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

Yields: OVB, IUSB

6.68%highest, OVB

FundTrailing yieldYield$10k

OVB6.68%$668

IUSB4.34%$434

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

Income After Fees on $10,000

$589most kept, OVB

OVB$668 − $79 = $589

IUSB$434 − $6 = $428

KeptFee

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

Overlap: OVB, IUSB

Today

[…]holdings […]

OVBIUSB

OVB—[…]

IUSB[…]—

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

IUSBWorst drop−4.3%3.9% 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

OVBIUSB

+1.4%Year to date−0.0%

6.7%Yield4.3%

+2.3%Past year+0.5%

0.79%Fee0.06%

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