Compare · 2 funds side by side · dividends reinvested

OVL and VXF

OVLOverlay Shares×VXFVanguard×

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 VXF, 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%$509M1.1

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.04%+12.5%+11.8%+22.0%+5.6%−10.2%17.3%$30.2B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: OVL 2019 · VXF 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

OVL

VXF

Vanguard Extended Market ETF · $30.2B$13,123

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

OVLMeasureVXF

+14.9%Year to dateJan 1 → Nov 4+12.5%

+15.7%1 yearTotal return+11.8%

+26.8%3 years · per year$10,000 became $20,397 · $18,168+22.0%

+12.7%5 years · per year$10,000 became $18,169 · $13,123+5.6%

0.79%Expense ratio$79 · $5 a year on $10k · lower is better0.05%

9.31%Trailing 12-mo yield$931 · $104 a year on $10k1.04%

−8.7%Worst dropSmaller is better−10.2%

15.2%VolatilityLower is calmer17.3%

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

7–1OVL 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 VXF: Top 5 Holdings

Today

OVL

100.0%in top 5

VXF

in top 56.7%

OVLStockVXF

100.0%VOOnot top 5

not top 5SPCX2.5%

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common0.0%

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

OVL vs VXF Returns, Every Period

Overlay SharesOVL

+12.7%

5 years, per year

VXFVanguard

+5.6%

5 years, per year

OVLVXFFaded: behind in that period

4–0OVL wins

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

OVL vs VXF

YTD

Overlay SharesOVL

+14.9%

VXFVanguard

+12.5%

+14.9%Year to date+12.5%

−8.7%Worst drop · 1Y−10.2%

15.2%Volatility · 1Y17.3%

9.3%Yield1.0%

$509MAssets$30.2B

4–0OVL wins

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

Cost, Income and Risk

Fees: OVL, VXF

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

OVL0.79%$79

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

Yields: OVL, VXF

9.31%highest, OVL

FundTrailing yieldYield$10k

OVL9.31%$931

VXF1.04%$104

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

Income After Fees on $10,000

$852most kept, OVL

OVL$931 − $79 = $852

VXF$104 − $5 = $99

KeptFee

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

Overlap: OVL, VXF

Today

0.0%most shared, OVL and VXF

OVLVXF

OVL—0.0%

VXF0.0%—

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

OVLWorst drop−8.7%15.2% vol

VXFWorst drop−10.2%17.3% vol

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

Paid More vs Made More

YTD

OVLVXF

+14.9%Year to date+12.5%

9.3%Yield1.0%

+15.7%Past year+11.8%

0.79%Fee0.05%

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