Compare · 2 funds side by side · dividends reinvested

OVB and SPYM

OVBOverlay Shares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

OVB and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.70%+1.0%+2.3%+7.6%+0.1%−4.0%6.5%$48M1.6

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

OVB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

OVBMeasureSPYM

+1.0%Year to dateJan 1 → Nov 6+8.8%

+2.3%1 yearTotal return+9.8%

+7.6%3 years · per year$10,000 became $12,442 · $18,082+21.8%

+0.1%5 years · per year$10,000 became $10,072 · $17,192+11.4%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

6.70%Trailing 12-mo yield$670 · $105 a year on $10k1.05%

−4.0%Worst dropSmaller is better−8.9%

6.5%VolatilityLower is calmer13.6%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

OVB

100.0%in top 5

SPYM

in top 527.8%

OVBStockSPYM

100.0%AGGnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

OVB vs SPYM Returns, Every Period

Overlay SharesOVB

+0.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OVBSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: OVB vs SPYM

YTD

Overlay SharesOVB

+1.0%

SPYMSPDR

+8.8%

+1.0%Year to date+8.8%

−4.0%Worst drop · 1Y−8.9%

6.5%Volatility · 1Y13.6%

6.7%Yield1.1%

$48.2MAssets$182B

3–1OVB wins

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

Cost, Income and Risk

Fees: OVB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OVB0.79%$79

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

Yields: OVB, SPYM

6.70%highest, OVB

FundTrailing yieldYield$10k

OVB6.70%$670

SPYM1.05%$105

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

Income After Fees on $10,000

$591most kept, OVB

OVB$670 − $79 = $591

SPYM$105 − $2 = $103

KeptFee

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

Overlap: OVB, SPYM

Today

0.0%most shared, OVB and SPYM

OVBSPYM

OVB—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

OVBWorst drop−4.0%6.5% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

OVBSPYM

+1.0%Year to date+8.8%

6.7%Yield1.1%

+2.3%Past year+9.8%

0.79%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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