Compare · 2 funds side by side · dividends reinvested

OVB and VIG

OVBOverlay Shares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

OVB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

Overlay Shares Core Bond ETFBonds & Cash · Core aggregate0.79%6.68%+1.4%+2.3%+8.1%+0.2%−4.0%6.4%$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 4, 2026 · returns include dividends · since: OVB 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

OVB

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

OVBMeasureVIG

+1.4%Year to dateJan 1 → Nov 4+16.4%

+2.3%1 yearTotal return+18.9%

+8.1%3 years · per year$10,000 became $12,636 · $17,533+20.6%

+0.2%5 years · per year$10,000 became $10,118 · $17,005+11.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

6.68%Trailing 12-mo yield$668 · $144 a year on $10k1.44%

−4.0%Worst dropSmaller is better−7.9%

6.4%VolatilityLower is calmer10.2%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

OVB

100.0%in top 5

VIG

in top 522.1%

OVBStockVIG

100.0%AGGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

OVB vs VIG Returns, Every Period

Overlay SharesOVB

+0.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

OVBVIGFaded: behind in that period

0–4VIG wins

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

Bonds vs Income: OVB vs VIG

YTD

Overlay SharesOVB

+1.4%

VIGVanguard

+16.4%

+1.4%Year to date+16.4%

−4.0%Worst drop · 1Y−7.9%

6.4%Volatility · 1Y10.2%

6.7%Yield1.4%

$48.2MAssets$109B

3–1OVB wins

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

Cost, Income and Risk

Fees: OVB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

OVB0.79%$79

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

Yields: OVB, VIG

6.68%highest, OVB

FundTrailing yieldYield$10k

OVB6.68%$668

VIG1.44%$144

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

Income After Fees on $10,000

$589most kept, OVB

OVB$668 − $79 = $589

VIG$144 − $4 = $140

KeptFee

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

Overlap: OVB, VIG

Today

0.0%most shared, OVB and VIG

OVBVIG

OVB—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

OVBWorst drop−4.0%6.4% vol

VIGWorst drop−7.9%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OVBVIG

+1.4%Year to date+16.4%

6.7%Yield1.4%

+2.3%Past year+18.9%

0.79%Fee0.04%

3–1VIG 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026