Compare · 2 funds side by side · dividends reinvested

OVB and VOO

OVBOverlay Shares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

OVB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

OVB

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

OVBMeasureVOO

+1.4%Year to dateJan 1 → Nov 4+13.4%

+2.3%1 yearTotal return+13.5%

+8.1%3 years · per year$10,000 became $12,636 · $19,172+24.2%

+0.2%5 years · per year$10,000 became $10,118 · $18,115+12.6%

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

6.68%Trailing 12-mo yield$668 · $105 a year on $10k1.05%

−4.0%Worst dropSmaller is better−8.9%

6.4%VolatilityLower is calmer12.8%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

OVB

100.0%in top 5

VOO

in top 528.3%

OVBStockVOO

100.0%AGGnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

OVB vs VOO Returns, Every Period

Overlay SharesOVB

+0.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

OVBVOOFaded: behind in that period

0–4VOO wins

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

Bonds vs Core: OVB vs VOO

YTD

Overlay SharesOVB

+1.4%

VOOVanguard

+13.4%

+1.4%Year to date+13.4%

−4.0%Worst drop · 1Y−8.9%

6.4%Volatility · 1Y12.8%

6.7%Yield1.1%

$47.9MAssets$1.00T

3–1OVB wins

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

Cost, Income and Risk

Fees: OVB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

OVB0.79%$79

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

Yields: OVB, VOO

6.68%highest, OVB

FundTrailing yieldYield$10k

OVB6.68%$668

VOO1.05%$105

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

Income After Fees on $10,000

$589most kept, OVB

OVB$668 − $79 = $589

VOO$105 − $3 = $102

KeptFee

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

Overlap: OVB, VOO

Today

0.0%most shared, OVB and VOO

OVBVOO

OVB—0.0%

VOO0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

OVBWorst drop−4.0%6.4% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

OVBVOO

+1.4%Year to date+13.4%

6.7%Yield1.1%

+2.3%Past year+13.5%

0.79%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026