Compare · 3 funds side by side · dividends reinvested

OVL, SCHD and VUG

OVLOverlay Shares×SCHDSchwab×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,506OVL · best of the three

Story of the three · IncomeMost incomeOVL · 9.41% · $941 a year on $10k

Story of the three · RiskSmallest drop

OVL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Large Cap Equity ETFUS Stock Styles · Large cap0.79%9.41%+13.7%+14.7%+23.9%+11.8%−8.7%16.3%$537M1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: OVL 2019 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Overlay Shares Large Cap Equity ETF · $537M$17,506

OVL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

OVLMeasure

More Ways to See the Pairs

OVL vs SCHD: Top 5 Holdings

Today

OVL

100.0%in top 5

SCHD

in top 521.7%

OVLStockSCHD

100.0%VOOnot top 5

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: OVL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

OVL0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OVL, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

+13.7%Year to dateJan 1 → Nov 11+34.6%

+14.7%1 yearTotal return+39.3%

+23.9%3 years · per year$10,000 became $19,025 · $17,234+19.9%

+11.8%5 years · per year$10,000 became $17,506 · $16,418+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

9.41%Trailing 12-mo yield$941 · $293 a year on $10k2.93%

−8.7%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

OVL vs SCHD Returns, Every Period

5Y

Overlay SharesOVL

+11.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

OVLSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OVL vs SCHD

YTD

Overlay SharesOVL

+13.7%

SCHDSchwab

+34.6%

+13.7%Year to date+34.6%

−8.7%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.8%

9.4%Yield2.9%

$537MAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

9.41%highest, OVL

FundTrailing yieldYield$10k

OVL9.41%$941

SCHD2.93%$293

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$862most kept, OVL

OVL$941 − $79 = $862

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OVL, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

OVLSCHDVUG

OVL—0.0%0.0%

SCHD0.0%—0.8%

VUG0.0%0.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

OVLWorst drop−8.7%16.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

OVLSCHD

+13.7%Year to date+34.6%

9.4%Yield2.9%

+14.7%Past year+39.3%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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OVL, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three