Compare · 2 funds side by side · dividends reinvested

OVLH and IWF

OVLHOverlay Shares×IWFiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,927IWF · best of the two

Story of the two · IncomeMost incomeIWF · 0.37% · $37 a year on $10k

Story of the two · RiskSmallest drop

OVLH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Hedged Large Cap Equity ETFUS Stock Styles · Large cap0.80%0.28%+6.2%+5.7%+16.3%+7.8%−6.4%9.7%$103M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B1.5

Rank among the two1st → 2ndFee, 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: OVLH 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Overlay Shares Hedged Large Cap Equity ETF · $103M$14,557

OVLH

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

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

OVLHMeasureIWF

+6.2%

More Ways to See the Pairs

OVLH vs IWF: Top 5 Holdings

Today

OVLH

100.0%in top 5

IWF

in top 538.3%

OVLHStockIWF

100.0%VOOnot top 5

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

Cost, Income and Risk

Fees: OVLH, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OVLH0.80%$80

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

Yields: OVLH, IWF

1Y

0.37%highest, IWF

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

−1.2%

+5.7%1 yearTotal return−2.8%

+16.3%3 years · per year$10,000 became $15,745 · $17,180+19.8%

+7.8%5 years · per year$10,000 became $14,557 · $15,927+9.8%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

0.28%Trailing 12-mo yield$28 · $37 a year on $10k0.37%

−6.4%Worst dropSmaller is better−14.6%

9.7%VolatilityLower is calmer19.6%

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

4–4Level

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

not top 5AVGO5.0%

Held in common0.0%

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

OVLH vs IWF Returns, Every Period

5Y

Overlay SharesOVLH

+7.8%

5 years, per year

IWFiShares

+9.8%

5 years, per year

OVLHIWFFaded: behind in that period

2–2Level

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

OVLH vs IWF

YTD

Overlay SharesOVLH

+6.2%

IWFiShares

−1.2%

+6.2%Year to date−1.2%

−6.4%Worst drop · 1Y−14.6%

9.7%Volatility · 1Y19.6%

0.3%Yield0.4%

$103MAssets$117B

3–1OVLH wins

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

$10k

IWF0.37%$37

OVLH0.28%$28

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

Income After Fees on $10,000

1Y

$19most kept, IWF

IWF$37 − $18 = $19

OVLH$28 − $80 = −$52

KeptFee

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

Overlap: OVLH, IWF

Today

0.0%most shared, OVLH and IWF

OVLHIWF

OVLH—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+5.7%OVLH, at 9.7% volatility

OVLHWorst drop−6.4%9.7% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

IWFOVLH

−1.2%Year to date+6.2%

0.4%Yield0.3%

−2.8%Past year+5.7%

0.18%Fee0.80%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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OVLH and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two