Compare · 2 funds side by side · dividends reinvested

OVM and BND

OVMOverlay Shares×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,570OVM · best of the two

02 / 04

OVM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.76%+2.0%+3.0%+6.6%+1.1%−6.4%5.7%$46M1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OVM 2019 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Municipal Bond ETF · $46M$10,570

OVM

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

OVMMeasureBND

+2.0%Year to dateJan 1 → Nov 6−0.0%

+3.0%1 yearTotal return+0.6%

+6.6%3 years · per year$10,000 became $12,128 · $11,637+5.2%

+1.1%5 years · per year$10,000 became $10,570 · $9,974−0.1%

0.81%Expense ratio$81 · $3 a year on $10k · lower is better0.03%

5.76%Trailing 12-mo yield$576 · $412 a year on $10k4.12%

−6.4%Worst dropSmaller is better−4.5%

5.7%VolatilityLower is calmer4.0%

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

5–3OVM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVM vs BND: Top 5 Holdings

Today

OVM

100.0%in top 5

BND

in top 5[…]

OVMStockBND

100.0%MUBnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

OVM vs BND Returns, Every Period

Overlay SharesOVM

+1.1%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

OVMBNDFaded: behind in that period

4–0OVM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OVM vs BND

YTD

Overlay SharesOVM

+2.0%

BNDVanguard

−0.0%

+2.0%Year to date−0.0%

−6.4%Worst drop · 1Y−4.5%

5.7%Volatility · 1Y4.0%

5.8%Yield4.1%

$45.7MAssets$161B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

OVM0.81%$81

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OVM, BND

5.76%highest, OVM

FundTrailing yieldYield$10k

OVM5.76%$576

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$495most kept, OVM

OVM$576 − $81 = $495

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OVM, BND

Today

[…]holdings […]

OVMBND

OVM—[…]

BND[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.0%OVM, at 5.7% volatility

BNDWorst drop−4.5%4.0% vol

OVMWorst drop−6.4%5.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OVMBND

+2.0%Year to date−0.0%

5.8%Yield4.1%

+3.0%Past year+0.6%

0.81%Fee0.03%

3–1OVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026