Compare · 2 funds side by side · dividends reinvested

OVF and IVV

OVFOverlay Shares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

OVF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.3

Overlay Shares Foreign Equity ETFInternational · Ex-US broad0.83%12.94%+7.7%+12.0%+20.7%+7.9%−11.6%19.5%$64M1.8

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

OVF

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

OVFMeasureIVV

+7.7%Year to dateJan 1 → Nov 6+8.7%

+12.0%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,567 · $18,084+21.8%

+7.9%5 years · per year$10,000 became $14,638 · $17,177+11.4%

0.83%Expense ratio$83 · $3 a year on $10k · lower is better0.03%

12.94%Trailing 12-mo yield$1,294 · $114 a year on $10k1.14%

−11.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.6%

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

2–6IVV 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 IVV: Top 5 Holdings

Today

OVF

100.0%in top 5

IVV

in top 527.8%

OVFStockIVV

76.5%IEFAnot top 5

23.5%IEMGnot 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

OVF vs IVV Returns, Every Period

Overlay SharesOVF

+7.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

OVFIVVFaded: behind in that period

1–3IVV wins

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

International vs Core: OVF vs IVV

YTD

Overlay SharesOVF

+7.7%

IVViShares

+8.7%

+7.7%Year to date+8.7%

−11.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.6%

12.9%Yield1.1%

$64.4MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: OVF, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

OVF0.83%$83

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

Yields: OVF, IVV

12.94%highest, OVF

FundTrailing yieldYield$10k

OVF12.94%$1,294

IVV1.14%$114

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

IVV$114 − $3 = $111

KeptFee

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

Overlap: OVF, IVV

Today

0.0%most shared, OVF and IVV

OVFIVV

OVF—0.0%

IVV0.0%—

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

IVVWorst drop−8.9%13.6% vol

OVFWorst drop−11.6%19.5% vol

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

Paid More vs Made More

YTD

OVFIVV

+7.7%Year to date+8.7%

12.9%Yield1.1%

+12.0%Past year+9.8%

0.83%Fee0.03%

2–2level

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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