Compare · 2 funds side by side · dividends reinvested

OVL and VUG

OVLOverlay Shares×VUGVanguard×

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 VUG, 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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OVL

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

OVLMeasureVUG

+9.1%Year to dateJan 1 → Nov 6+1.4%

+10.7%1 yearTotal return+0.2%

+23.8%3 years · per year$10,000 became $18,960 · $18,415+22.6%

+11.2%5 years · per year$10,000 became $17,030 · $16,124+10.0%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

9.80%Trailing 12-mo yield$980 · $42 a year on $10k0.42%

−8.7%Worst dropSmaller is better−15.1%

16.1%VolatilityLower is calmer19.0%

OVLVUG 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 VUG: Top 5 Holdings

Today

OVL

100.0%in top 5

VUG

in top 545.2%

OVLStockVUG

100.0%VOOnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

OVL vs VUG Returns, Every Period

Overlay SharesOVL

+11.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

OVLVUGFaded: behind in that period

4–0OVL wins

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

OVL vs VUG

YTD

Overlay SharesOVL

+9.1%

VUGVanguard

+1.4%

+9.1%Year to date+1.4%

−8.7%Worst drop · 1Y−15.1%

16.1%Volatility · 1Y19.0%

9.8%Yield0.4%

$529MAssets$233B

4–0OVL wins

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

Cost, Income and Risk

Fees: OVL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

OVL0.79%$79

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

Yields: OVL, VUG

9.80%highest, OVL

FundTrailing yieldYield$10k

OVL9.80%$980

VUG0.42%$42

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

Income After Fees on $10,000

$901most kept, OVL

OVL$980 − $79 = $901

VUG$42 − $3 = $39

KeptFee

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

Overlap: OVL, VUG

Today

0.0%most shared, OVL and VUG

OVLVUG

OVL—0.0%

VUG0.0%—

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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

OVLVUG

+9.1%Year to date+1.4%

9.8%Yield0.4%

+10.7%Past year+0.2%

0.79%Fee0.03%

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