Compare · 2 funds side by side · dividends reinvested

OVB and IUSB

OVBOverlay Shares×IUSBiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,070IUSB · best of the two

Story of the two · IncomeMost incomeOVB · 6.76% · $676 a year on $10k

Story of the two · RiskSmallest drop

OVB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.76%+0.2%+1.3%+6.4%−0.0%−4.0%6.5%$48M1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.2%+5.0%+0.1%−4.3%3.9%$50.5B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: OVB 2019 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.5B$10,070

IUSB

OVB

Overlay Shares Core Bond ETF · $48M$9,980

$10,000 five years ago, dividends reinvested

IUSBMeasureOVB

−0.5%

More Ways to See the Pairs

IUSB vs OVB: Top 5 Holdings

Today

IUSB

[…]in top 5

OVB

in top 5100.0%

IUSBStockOVB

not top 5AGG100.0%

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

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 10, 2026 · fee on $10,000 a year

Yields: OVB, IUSB

1Y

6.76%highest, OVB

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to date

Jan 1 → Nov 10

+0.2%

−0.2%1 yearTotal return+1.3%

+5.0%3 years · per year$10,000 became $11,560 · $12,037+6.4%

+0.1%5 years · per year$10,000 became $10,070 · $9,980−0.0%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

4.36%Trailing 12-mo yield$436 · $676 a year on $10k6.76%

−4.3%Worst dropSmaller is better−4.0%

3.9%VolatilityLower is calmer6.5%

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

3–5OVB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

IUSB vs OVB Returns, Every Period

5Y

iSharesIUSB

+0.1%

5 years, per year

OVBOverlay Shares

−0.0%

5 years, per year

IUSBOVBFaded: behind in that period

1–3OVB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IUSB vs OVB

YTD

iSharesIUSB

−0.5%

OVBOverlay Shares

+0.2%

−0.5%Year to date+0.2%

−4.3%Worst drop · 1Y−4.0%

3.9%Volatility · 1Y6.5%

4.4%Yield6.8%

$50.5BAssets$47.8M

3–1OVB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

OVB6.76%$676

IUSB4.36%$436

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$597most kept, OVB

OVB$676 − $79 = $597

IUSB$436 − $6 = $430

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OVB, IUSB

Today

[…]holdings […]

OVBIUSB

OVB—[…]

IUSB[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.3%OVB, at 6.5% volatility

IUSBWorst drop−4.3%3.9% vol

OVBWorst drop−4.0%6.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OVBIUSB

+0.2%Year to date−0.5%

6.8%Yield4.4%

+1.3%Past year−0.2%

0.79%Fee0.06%

3–1OVB wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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OVB and IUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two