Compare · 2 funds side by side · dividends reinvested

OVF and VT

OVFOverlay Shares×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,649VT · best of the two

02 / 04

OVF and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.4

Overlay Shares Foreign Equity ETFInternational · Ex-US broad0.83%12.94%+7.7%+12.0%+20.7%+7.9%−11.6%19.5%$65M1.6

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: OVF 2019 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Foreign Equity ETF · $65M$14,638

OVF

Vanguard Total World Stock ETF · $81.8B$15,649

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

OVFMeasureVT

+7.7%Year to dateJan 1 → Nov 6+8.5%

+12.0%1 yearTotal return+10.4%

+20.7%3 years · per year$10,000 became $17,567 · $17,563+20.7%

+7.9%5 years · per year$10,000 became $14,638 · $15,649+9.4%

0.83%Expense ratio$83 · $6 a year on $10k · lower is better0.06%

12.94%Trailing 12-mo yield$1,294 · $159 a year on $10k1.59%

−11.6%Worst dropSmaller is better−9.7%

19.5%VolatilityLower is calmer14.7%

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

2–5VT 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 VT: Top 5 Holdings

Today

OVF

100.0%in top 5

in top 515.6%

OVFStockVT

76.5%IEFAnot top 5

23.5%IEMGnot top 5

not top 5NVDA4.5%

not top 5AAPL4.1%

not top 5MSFT3.2%

not top 5AMZN2.0%

not top 5GOOGL1.7%

Held in common0.0%

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

OVF vs VT Returns, Every Period

Overlay SharesOVF

+7.9%

5 years, per year

VTVanguard

+9.4%

5 years, per year

OVFVTFaded: behind in that period

1–2VT wins

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

OVF vs VT

YTD

Overlay SharesOVF

+7.7%

VTVanguard

+8.5%

+7.7%Year to date+8.5%

−11.6%Worst drop · 1Y−9.7%

19.5%Volatility · 1Y14.7%

12.9%Yield1.6%

$64.9MAssets$81.8B

3–1VT wins

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

Cost, Income and Risk

Fees: OVF, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

OVF0.83%$83

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

Yields: OVF, VT

12.94%highest, OVF

FundTrailing yieldYield$10k

OVF12.94%$1,294

VT1.59%$159

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

VT$159 − $6 = $153

KeptFee

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

Overlap: OVF, VT

Today

0.0%most shared, OVF and VT

OVFVT

OVF—0.0%

VT0.0%—

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

VTWorst drop−9.7%14.7% 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

OVFVT

+7.7%Year to date+8.5%

12.9%Yield1.6%

+12.0%Past year+10.4%

0.83%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026