Compare · 2 funds side by side · dividends reinvested

OVL and SPYM

OVLOverlay Shares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

OVL and SPYM, 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%$501M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

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: OVL 2019 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Large Cap Equity ETF · $501M$17,030

OVL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

OVLMeasureSPYM

+9.1%Year to dateJan 1 → Nov 6+8.8%

+10.7%1 yearTotal return+9.8%

+23.8%3 years · per year$10,000 became $18,960 · $18,082+21.8%

+11.2%5 years · per year$10,000 became $17,030 · $17,192+11.4%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

9.80%Trailing 12-mo yield$980 · $105 a year on $10k1.05%

−8.7%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.6%

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

5–3OVL 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 SPYM: Top 5 Holdings

Today

OVL

100.0%in top 5

SPYM

in top 527.8%

OVLStockSPYM

100.0%VOOnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

OVL vs SPYM Returns, Every Period

Overlay SharesOVL

+11.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OVLSPYMFaded: behind in that period

3–1OVL wins

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

Stocks vs Core: OVL vs SPYM

YTD

Overlay SharesOVL

+9.1%

SPYMSPDR

+8.8%

+9.1%Year to date+8.8%

−8.7%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.6%

9.8%Yield1.1%

$501MAssets$182B

3–1OVL wins

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

Cost, Income and Risk

Fees: OVL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OVL0.79%$79

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

Yields: OVL, SPYM

9.80%highest, OVL

FundTrailing yieldYield$10k

OVL9.80%$980

SPYM1.05%$105

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

Income After Fees on $10,000

$901most kept, OVL

OVL$980 − $79 = $901

SPYM$105 − $2 = $103

KeptFee

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

Overlap: OVL, SPYM

Today

0.0%most shared, OVL and SPYM

OVLSPYM

OVL—0.0%

SPYM0.0%—

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

SPYMWorst drop−8.9%13.6% vol

OVLWorst drop−8.7%16.1% vol

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

Paid More vs Made More

YTD

OVLSPYM

+9.1%Year to date+8.8%

9.8%Yield1.1%

+10.7%Past year+9.8%

0.79%Fee0.02%

3–1OVL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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