Compare · 2 funds side by side · dividends reinvested

OVM and SPYM

OVMOverlay Shares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

OVM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.76%+2.0%+3.0%+6.6%+1.1%−6.4%5.7%$46M1.6

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

OVM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

OVMMeasureSPYM

+2.0%Year to dateJan 1 → Nov 6+8.8%

+3.0%1 yearTotal return+9.8%

+6.6%3 years · per year$10,000 became $12,128 · $18,082+21.8%

+1.1%5 years · per year$10,000 became $10,570 · $17,192+11.4%

0.81%Expense ratio$81 · $2 a year on $10k · lower is better0.02%

5.76%Trailing 12-mo yield$576 · $105 a year on $10k1.05%

−6.4%Worst dropSmaller is better−8.9%

5.7%VolatilityLower is calmer13.6%

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

3–5SPYM 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 SPYM: Top 5 Holdings

Today

OVM

100.0%in top 5

SPYM

in top 527.8%

OVMStockSPYM

100.0%MUBnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

OVM vs SPYM Returns, Every Period

Overlay SharesOVM

+1.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OVMSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: OVM vs SPYM

YTD

Overlay SharesOVM

+2.0%

SPYMSPDR

+8.8%

+2.0%Year to date+8.8%

−6.4%Worst drop · 1Y−8.9%

5.7%Volatility · 1Y13.6%

5.8%Yield1.1%

$46.0MAssets$182B

3–1OVM wins

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

Cost, Income and Risk

Fees: OVM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OVM0.81%$81

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

Yields: OVM, SPYM

5.76%highest, OVM

FundTrailing yieldYield$10k

OVM5.76%$576

SPYM1.05%$105

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

Income After Fees on $10,000

$495most kept, OVM

OVM$576 − $81 = $495

SPYM$105 − $2 = $103

KeptFee

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

Overlap: OVM, SPYM

Today

0.0%most shared, OVM and SPYM

OVMSPYM

OVM—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

OVMWorst drop−6.4%5.7% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

OVMSPYM

+2.0%Year to date+8.8%

5.8%Yield1.1%

+3.0%Past year+9.8%

0.81%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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