Compare · 2 funds side by side · dividends reinvested

OVL and DIA

OVLOverlay Shares×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,696OVL · best of the two

02 / 04

OVL and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.50%+12.6%+13.3%+26.6%+12.1%−8.7%15.1%$509M1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: OVL 2019 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $509M$17,696

OVL

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

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

OVLMeasureDIA

+12.6%Year to dateJan 1 → Nov 3+8.8%

+13.3%1 yearTotal return+10.3%

+26.6%3 years · per year$10,000 became $20,284 · $16,728+18.7%

+12.1%5 years · per year$10,000 became $17,696 · $15,770+9.5%

0.79%Expense ratio$79 · $16 a year on $10k · lower is better0.16%

9.50%Trailing 12-mo yield$950 · $139 a year on $10k1.39%

−8.7%Worst dropSmaller is better−9.8%

15.1%VolatilityLower is calmer12.6%

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

6–2OVL wins

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

More Ways to See the Pairs

OVL vs DIA: Top 5 Holdings

Today

OVL

100.0%in top 5

DIA

in top 533.8%

OVLStockDIA

100.0%VOOnot top 5

not top 5GS10.5%

not top 5CAT7.3%

not top 5MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

OVL vs DIA Returns, Every Period

Overlay SharesOVL

+12.1%

5 years, per year

DIASPDR

+9.5%

5 years, per year

OVLDIAFaded: behind in that period

4–0OVL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OVL vs DIA

YTD

Overlay SharesOVL

+12.6%

DIASPDR

+8.8%

+12.6%Year to date+8.8%

−8.7%Worst drop · 1Y−9.8%

15.1%Volatility · 1Y12.6%

9.5%Yield1.4%

$509MAssets$45.1B

3–1OVL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVL, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

OVL0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OVL, DIA

9.50%highest, OVL

FundTrailing yieldYield$10k

OVL9.50%$950

DIA1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$871most kept, OVL

OVL$950 − $79 = $871

DIA$139 − $16 = $123

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OVL, DIA

Today

0.0%most shared, OVL and DIA

OVLDIA

OVL—0.0%

DIA0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%OVL, at 15.1% volatility

DIAWorst drop−9.8%12.6% vol

OVLWorst drop−8.7%15.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OVLDIA

+12.6%Year to date+8.8%

9.5%Yield1.4%

+13.3%Past year+10.3%

0.79%Fee0.16%

3–1OVL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026