Compare · 3 funds side by side · dividends reinvested

OVM, IVV and VOO

OVMOverlay Shares×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

OVM, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.74%+2.4%+3.4%+6.2%+1.2%−6.4%5.7%$46M2.3

Rank among the three1st → 3rdFee, 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: OVM 2019 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Municipal Bond ETF · $46M$10,610

OVM

IVV

iShares Core S&P 500 ETF · $875B$17,545

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

OVMMeasureIVV

+2.4%Year to dateJan 1 → Nov 9+11.3%

+3.4%1 yearTotal return+13.6%

+6.2%3 years · per year$10,000 became $11,994 · $18,159+22.0%

+1.2%5 years · per year$10,000 became $10,610 · $17,545+11.9%

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

5.74%Trailing 12-mo yield$574 · $111 a year on $10k1.11%

−6.4%Worst dropSmaller is better−8.9%

5.7%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

More Ways to See the Pairs

OVM vs IVV: Top 5 Holdings

Today

OVM

100.0%in top 5

IVV

in top 527.8%

OVMStockIVV

100.0%MUBnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

OVM vs IVV Returns, Every Period

Overlay SharesOVM

+1.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

OVMIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: OVM vs IVV

YTD

Overlay SharesOVM

+2.4%

IVViShares

+11.3%

+2.4%Year to date+11.3%

−6.4%Worst drop · 1Y−8.9%

5.7%Volatility · 1Y13.8%

5.7%Yield1.1%

$45.7MAssets$875B

3–1OVM wins

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

Cost, Income and Risk

Fees: OVM, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

OVM0.81%$81

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

Yields: OVM, IVV, VOO

5.74%highest, OVM

FundTrailing yieldYield$10k

OVM5.74%$574

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$493most kept, OVM

OVM$574 − $81 = $493

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: OVM, IVV, VOO

Today

92.7%most shared, IVV and VOO

OVMIVVVOO

OVM—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

OVMWorst drop−6.4%5.7% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

OVMIVV

+2.4%Year to date+11.3%

5.7%Yield1.1%

+3.4%Past year+13.6%

0.81%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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%

$122BAssets$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