Compare · 2 funds side by side · dividends reinvested

OVLH and SCHB

OVLHOverlay Shares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

OVLH and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

Overlay Shares Hedged Large Cap Equity ETFUS Stock Styles · Large cap0.80%0.28%+7.0%+6.2%+18.1%+8.4%−6.4%9.3%$106M1.8

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: OVLH 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Hedged Large Cap Equity ETF · $106M$14,956

OVLH

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

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

OVLHMeasureSCHB

+7.0%Year to dateJan 1 → Nov 4+13.3%

+6.2%1 yearTotal return+13.3%

+18.1%3 years · per year$10,000 became $16,457 · $19,056+24.0%

+8.4%5 years · per year$10,000 became $14,956 · $17,270+11.5%

0.80%Expense ratio$80 · $3 a year on $10k · lower is better0.03%

0.28%Trailing 12-mo yield$28 · $104 a year on $10k1.04%

−6.4%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer13.1%

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

2–6SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVLH vs SCHB: Top 5 Holdings

Today

OVLH

100.0%in top 5

SCHB

in top 524.4%

OVLHStockSCHB

100.0%VOOnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common0.0%

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

OVLH vs SCHB Returns, Every Period

Overlay SharesOVLH

+8.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

OVLHSCHBFaded: behind in that period

0–4SCHB wins

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

OVLH vs SCHB

YTD

Overlay SharesOVLH

+7.0%

SCHBSchwab

+13.3%

+7.0%Year to date+13.3%

−6.4%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y13.1%

0.3%Yield1.0%

$106MAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: OVLH, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

OVLH0.80%$80

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

Yields: OVLH, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

OVLH0.28%$28

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

OVLH$28 − $80 = −$52

KeptFee

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

Overlap: OVLH, SCHB

Today

0.0%most shared, OVLH and SCHB

OVLHSCHB

OVLH—0.0%

SCHB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

OVLHWorst drop−6.4%9.3% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBOVLH

+13.3%Year to date+7.0%

1.0%Yield0.3%

+13.3%Past year+6.2%

0.03%Fee0.80%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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