Compare · 2 funds side by side · dividends reinvested

OVLH and VUG

OVLHOverlay Shares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,565VUG · best of the two

02 / 04

OVLH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Hedged Large Cap Equity ETFUS Stock Styles · Large cap0.80%0.28%+5.7%+6.3%+16.5%+7.9%−6.4%9.7%$102M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: OVLH 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Hedged Large Cap Equity ETF · $102M$14,612

OVLH

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

OVLHMeasureVUG

+5.7%Year to dateJan 1 → Nov 9+4.2%

+6.3%1 yearTotal return+4.7%

+16.5%3 years · per year$10,000 became $15,823 · $18,569+22.9%

+7.9%5 years · per year$10,000 became $14,612 · $16,565+10.6%

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

0.28%Trailing 12-mo yield$28 · $41 a year on $10k0.41%

−6.4%Worst dropSmaller is better−15.1%

9.7%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVLH vs VUG: Top 5 Holdings

Today

OVLH

100.0%in top 5

VUG

in top 545.2%

OVLHStockVUG

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 9, 2026 · share of each fund

OVLH vs VUG Returns, Every Period

Overlay SharesOVLH

+7.9%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

OVLHVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OVLH vs VUG

YTD

Overlay SharesOVLH

+5.7%

VUGVanguard

+4.2%

+5.7%Year to date+4.2%

−6.4%Worst drop · 1Y−15.1%

9.7%Volatility · 1Y19.1%

0.3%Yield0.4%

$102MAssets$233B

3–1OVLH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVLH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

OVLH0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OVLH, VUG

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

OVLH0.28%$28

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

OVLH$28 − $80 = −$52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OVLH, VUG

Today

0.0%most shared, OVLH and VUG

OVLHVUG

OVLH—0.0%

VUG0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.3%OVLH, at 9.7% volatility

OVLHWorst drop−6.4%9.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VUGOVLH

+4.2%Year to date+5.7%

0.4%Yield0.3%

+4.7%Past year+6.3%

0.03%Fee0.80%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026