Compare · 3 funds side by side · dividends reinvested

OVLH, SPYM and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

OVLH, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.1

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%$103M2.5

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OVLH

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

OVLH

More Ways to See the Pairs

OVLH vs SPYM: Top 5 Holdings

Today

OVLH

100.0%in top 5

SPYM

in top 526.9%

OVLHStockSPYM

100.0%VOOnot top 5

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

Cost, Income and Risk

Fees: OVLH, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

OVLH0.80%$80

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

Yields: OVLH, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SPYM

+6.2%Year to dateJan 1 → Nov 11+12.4%

+5.7%1 yearTotal return+12.8%

+16.3%3 years · per year$10,000 became $15,745 · $18,134+21.9%

+7.8%5 years · per year$10,000 became $14,557 · $17,537+11.9%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

0.28%Trailing 12-mo yield$28 · $102 a year on $10k1.02%

−6.4%Worst dropSmaller is better−8.9%

9.7%VolatilityLower is calmer13.7%

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

2–6SPYM wins

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

not top 5GOOGL2.6%

Held in common0.0%

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

OVLH vs SPYM Returns, Every Period

5Y

Overlay SharesOVLH

+7.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

OVLHSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: OVLH vs SPYM

YTD

Overlay SharesOVLH

+6.2%

SPYMSPDR

+12.4%

+6.2%Year to date+12.4%

−6.4%Worst drop · 1Y−8.9%

9.7%Volatility · 1Y13.7%

0.3%Yield1.0%

$103MAssets$183B

2–2level

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

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

SPY1.00%$100

OVLH0.28%$28

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

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

OVLH$28 − $80 = −$52

KeptFee

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

Overlap: OVLH, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

OVLHSPYMSPY

OVLH—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

OVLHWorst drop−6.4%9.7% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYMSPY

+12.4%Year to date+12.3%

1.0%Yield1.0%

+12.8%Past year+12.7%

0.02%Fee0.09%

3–0SPYM 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

Loading…

OVLH, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three