Compare · 2 funds side by side · dividends reinvested

OVL and IWB

OVLOverlay Shares×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,169OVL · best of the two

02 / 04

OVL and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.31%+14.9%+15.7%+26.8%+12.7%−8.7%15.2%$509M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: OVL 2019 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $509M$18,169

OVL

IWB

iShares Russell 1000 ETF · $47.8B$17,459

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

OVLMeasureIWB

+14.9%Year to dateJan 1 → Nov 4+13.0%

+15.7%1 yearTotal return+13.2%

+26.8%3 years · per year$10,000 became $20,397 · $19,023+23.9%

+12.7%5 years · per year$10,000 became $18,169 · $17,459+11.8%

0.79%Expense ratio$79 · $15 a year on $10k · lower is better0.15%

9.31%Trailing 12-mo yield$931 · $91 a year on $10k0.91%

−8.7%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer12.9%

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

6–2OVL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVL vs IWB: Top 5 Holdings

Today

OVL

100.0%in top 5

IWB

in top 525.2%

OVLStockIWB

100.0%VOOnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

OVL vs IWB Returns, Every Period

Overlay SharesOVL

+12.7%

5 years, per year

IWBiShares

+11.8%

5 years, per year

OVLIWBFaded: behind in that period

4–0OVL wins

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

OVL vs IWB

YTD

Overlay SharesOVL

+14.9%

IWBiShares

+13.0%

+14.9%Year to date+13.0%

−8.7%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y12.9%

9.3%Yield0.9%

$509MAssets$47.8B

3–1OVL wins

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

Cost, Income and Risk

Fees: OVL, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

OVL0.79%$79

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

Yields: OVL, IWB

9.31%highest, OVL

FundTrailing yieldYield$10k

OVL9.31%$931

IWB0.91%$91

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

Income After Fees on $10,000

$852most kept, OVL

OVL$931 − $79 = $852

IWB$91 − $15 = $76

KeptFee

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

Overlap: OVL, IWB

Today

0.0%most shared, OVL and IWB

OVLIWB

OVL—0.0%

IWB0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.7%OVL, at 15.2% volatility

IWBWorst drop−8.9%12.9% vol

OVLWorst drop−8.7%15.2% vol

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

Paid More vs Made More

YTD

OVLIWB

+14.9%Year to date+13.0%

9.3%Yield0.9%

+15.7%Past year+13.2%

0.79%Fee0.15%

3–1OVL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

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