Compare · 3 funds side by side · dividends reinvested

OVB, IVV and VOO

OVBOverlay Shares×IVViShares×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,416VOO · best of the three

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

Story of the three · RiskSmallest drop

OVB, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.9

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.76%+0.2%+1.3%+6.4%−0.0%−4.0%6.5%$48M2.3

Rank among the three1st → 3rdFee, 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 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OVB

IVV

iShares Core S&P 500 ETF · $875B$17,414

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

OVBMeasure

More Ways to See the Pairs

OVB vs IVV: Top 5 Holdings

Today

OVB

100.0%in top 5

IVV

in top 527.3%

OVBStockIVV

100.0%AGGnot top 5

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

Cost, Income and Risk

Fees: OVB, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

OVB0.79%$79

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

Yields: OVB, IVV, VOO

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IVV

+0.2%Year to dateJan 1 → Nov 10+10.9%

+1.3%1 yearTotal return+13.0%

+6.4%3 years · per year$10,000 became $12,037 · $17,934+21.5%

−0.0%5 years · per year$10,000 became $9,980 · $17,414+11.7%

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

6.76%Trailing 12-mo yield$676 · $111 a year on $10k1.11%

−4.0%Worst dropSmaller is better−8.9%

6.5%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

not top 5GOOGL2.6%

Held in common0.0%

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

OVB vs IVV Returns, Every Period

5Y

Overlay SharesOVB

−0.0%

5 years, per year

IVViShares

+11.7%

5 years, per year

OVBIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: OVB vs IVV

YTD

Overlay SharesOVB

+0.2%

IVViShares

+10.9%

+0.2%Year to date+10.9%

−4.0%Worst drop · 1Y−8.9%

6.5%Volatility · 1Y13.8%

6.8%Yield1.1%

$47.8MAssets$875B

3–1OVB wins

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

6.76%highest, OVB

FundTrailing yieldYield$10k

OVB6.76%$676

IVV1.11%$111

VOO1.08%$108

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

Income After Fees on $10,000

1Y

$597most kept, OVB

OVB$676 − $79 = $597

IVV$111 − $3 = $108

VOO$108 − $3 = $105

KeptFee

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

Overlap: OVB, IVV, VOO

Today

93.0%most shared, IVV and VOO

OVBIVVVOO

OVB—0.0%0.0%

IVV0.0%—93.0%

VOO0.0%93.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.1%VOO, at 13.7% volatility

OVBWorst drop−4.0%6.5% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

OVBIVV

+0.2%Year to date+10.9%

6.8%Yield1.1%

+1.3%Past year+13.0%

0.79%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD 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

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OVB, IVV and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three