Compare · 2 funds side by side · dividends reinvested

OVF and IEMG

OVFOverlay Shares×IEMGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,638OVF · best of the two

02 / 04

OVF and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Foreign Equity ETFInternational · Ex-US broad0.83%12.94%+7.7%+12.0%+20.7%+7.9%−11.6%19.5%$64M1.3

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$142B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: OVF 2019 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Foreign Equity ETF · $64M$14,638

OVF

IEMG

iShares Core MSCI Emerging Markets ETF · $142B$13,373

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

OVFMeasureIEMG

+7.7%Year to dateJan 1 → Nov 6+8.3%

+12.0%1 yearTotal return+8.8%

+20.7%3 years · per year$10,000 became $17,567 · $16,988+19.3%

+7.9%5 years · per year$10,000 became $14,638 · $13,373+6.0%

0.83%Expense ratio$83 · $9 a year on $10k · lower is better0.09%

12.94%Trailing 12-mo yield$1,294 · $249 a year on $10k2.49%

−11.6%Worst dropSmaller is better−17.8%

19.5%VolatilityLower is calmer25.5%

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

6–2OVF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVF vs IEMG: Top 5 Holdings

Today

OVF

100.0%in top 5

IEMG

in top 527.4%

OVFStockIEMG

76.5%IEFAnot top 5

23.5%IEMGnot top 5

not top 52330.TW13.3%

not top 5005930.K5.6%

not top 5000660.K4.1%

not top 50700.HK2.7%

not top 59988.HK1.8%

Held in common0.0%

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

OVF vs IEMG Returns, Every Period

Overlay SharesOVF

+7.9%

5 years, per year

IEMGiShares

+6.0%

5 years, per year

OVFIEMGFaded: behind in that period

3–1OVF wins

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

OVF vs IEMG

YTD

Overlay SharesOVF

+7.7%

IEMGiShares

+8.3%

+7.7%Year to date+8.3%

−11.6%Worst drop · 1Y−17.8%

19.5%Volatility · 1Y25.5%

12.9%Yield2.5%

$64.4MAssets$142B

3–1OVF wins

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

Cost, Income and Risk

Fees: OVF, IEMG

Today

0.09%lowest, IEMG

FundExpense ratioFee$10k

IEMG0.09%$9

OVF0.83%$83

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

Yields: OVF, IEMG

12.94%highest, OVF

FundTrailing yieldYield$10k

OVF12.94%$1,294

IEMG2.49%$249

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

Income After Fees on $10,000

$1,211most kept, OVF

OVF$1,294 − $83 = $1,211

IEMG$249 − $9 = $240

KeptFee

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

Overlap: OVF, IEMG

Today

0.0%most shared, OVF and IEMG

OVFIEMG

OVF—0.0%

IEMG0.0%—

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

Return vs Bumpiness: 2 ETFs

+12.0%OVF, at 19.5% volatility

OVFWorst drop−11.6%19.5% vol

IEMGWorst drop−17.8%25.5% vol

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

Paid More vs Made More

YTD

OVFIEMG

+7.7%Year to date+8.3%

12.9%Yield2.5%

+12.0%Past year+8.8%

0.83%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG 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