Compare · 2 funds side by side · dividends reinvested

OVB and SGOV

OVBOverlay Shares×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

OVB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.75%+0.4%+1.4%+7.7%+0.0%−4.0%6.4%$48M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: OVB 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Core Bond ETF · $48M$10,015

OVB

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

OVBMeasureSGOV

+0.4%Year to dateJan 1 → Nov 5+3.1%

+1.4%1 yearTotal return+3.7%

+7.7%3 years · per year$10,000 became $12,484 · $11,417+4.5%

+0.0%5 years · per year$10,000 became $10,015 · $12,086+3.9%

0.79%Expense ratio$79 · $9 a year on $10k · lower is better0.09%

6.75%Trailing 12-mo yield$675 · $363 a year on $10k3.63%

−4.0%Worst dropSmaller is better0.0%

6.4%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

OVB vs SGOV: Top 5 Holdings

Today

OVB

100.0%in top 5

SGOV

in top 5[…]

OVBStockSGOV

100.0%AGGnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

OVB vs SGOV Returns, Every Period

Overlay SharesOVB

+0.0%

5 years, per year

SGOViShares

+3.9%

5 years, per year

OVBSGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OVB vs SGOV

YTD

Overlay SharesOVB

+0.4%

SGOViShares

+3.1%

+0.4%Year to date+3.1%

−4.0%Worst drop · 1Y+0.0%

6.4%Volatility · 1Y0.2%

6.7%Yield3.6%

$48.2MAssets$117B

3–1SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

OVB0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OVB, SGOV

6.75%highest, OVB

FundTrailing yieldYield$10k

OVB6.75%$675

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$596most kept, OVB

OVB$675 − $79 = $596

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OVB, SGOV

Today

[…]holdings […]

OVBSGOV

OVB—[…]

SGOV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

OVBWorst drop−4.0%6.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OVBSGOV

+0.4%Year to date+3.1%

6.7%Yield3.6%

+1.4%Past year+3.7%

0.79%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026