Compare · 2 funds side by side · dividends reinvested

OVL and IWF

OVLOverlay Shares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,030OVL · best of the two

02 / 04

OVL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.80%+9.1%+10.7%+23.8%+11.2%−8.7%16.1%$529M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.9

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: OVL 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $529M$17,030

OVL

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

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

OVLMeasureIWF

+9.1%Year to dateJan 1 → Nov 6−5.3%

+10.7%1 yearTotal return−6.5%

+23.8%3 years · per year$10,000 became $18,960 · $17,022+19.4%

+11.2%5 years · per year$10,000 became $17,030 · $15,442+9.1%

0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%

9.80%Trailing 12-mo yield$980 · $39 a year on $10k0.39%

−8.7%Worst dropSmaller is better−14.6%

16.1%VolatilityLower is calmer19.4%

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

7–1OVL wins

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

More Ways to See the Pairs

OVL vs IWF: Top 5 Holdings

Today

OVL

100.0%in top 5

IWF

in top 539.8%

OVLStockIWF

100.0%VOOnot top 5

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

Held in common0.0%

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

OVL vs IWF Returns, Every Period

Overlay SharesOVL

+11.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

OVLIWFFaded: behind in that period

4–0OVL wins

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

OVL vs IWF

YTD

Overlay SharesOVL

+9.1%

IWFiShares

−5.3%

+9.1%Year to date−5.3%

−8.7%Worst drop · 1Y−14.6%

16.1%Volatility · 1Y19.4%

9.8%Yield0.4%

$529MAssets$113B

4–0OVL wins

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

Cost, Income and Risk

Fees: OVL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OVL0.79%$79

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

Yields: OVL, IWF

9.80%highest, OVL

FundTrailing yieldYield$10k

OVL9.80%$980

IWF0.39%$39

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

Income After Fees on $10,000

$901most kept, OVL

OVL$980 − $79 = $901

IWF$39 − $18 = $21

KeptFee

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

Overlap: OVL, IWF

Today

0.0%most shared, OVL and IWF

OVLIWF

OVL—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.7%OVL, at 16.1% volatility

OVLWorst drop−8.7%16.1% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

OVLIWF

+9.1%Year to date−5.3%

9.8%Yield0.4%

+10.7%Past year−6.5%

0.79%Fee0.18%

3–1OVL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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