Compare · 2 funds side by side · dividends reinvested

OVM and SUB

OVMOverlay Shares×SUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,836SUB · best of the two

02 / 04

OVM and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.4%+2.2%+3.4%+1.6%−1.9%1.4%$13.3B1.4

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.80%+1.5%+2.1%+6.7%+1.1%−6.4%5.6%$45M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: OVM 2019 · SUB 2008

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short-Term National Muni Bond ETF · $13.3B$10,836

SUB

OVM

Overlay Shares Municipal Bond ETF · $45M$10,546

$10,000 five years ago, dividends reinvested

SUBMeasureOVM

+1.4%Year to dateJan 1 → Nov 3+1.5%

+2.2%1 yearTotal return+2.1%

+3.4%3 years · per year$10,000 became $11,047 · $12,150+6.7%

+1.6%5 years · per year$10,000 became $10,836 · $10,546+1.1%

0.07%Expense ratio$7 · $81 a year on $10k · lower is better0.81%

2.58%Trailing 12-mo yield$258 · $580 a year on $10k5.80%

−1.9%Worst dropSmaller is better−6.4%

1.4%VolatilityLower is calmer5.6%

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

5–3SUB wins

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

More Ways to See the Pairs

SUB vs OVM: Top 5 Holdings

Today

SUB

[…]in top 5

OVM

in top 5100.0%

SUBStockOVM

not top 5MUB100.0%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SUB vs OVM Returns, Every Period

iSharesSUB

+1.6%

5 years, per year

OVMOverlay Shares

+1.1%

5 years, per year

SUBOVMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SUB vs OVM

YTD

iSharesSUB

+1.4%

OVMOverlay Shares

+1.5%

+1.4%Year to date+1.5%

−1.9%Worst drop · 1Y−6.4%

1.4%Volatility · 1Y5.6%

2.6%Yield5.8%

$13.3BAssets$44.9M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVM, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

OVM0.81%$81

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OVM, SUB

5.80%highest, OVM

FundTrailing yieldYield$10k

OVM5.80%$580

SUB2.58%$258

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, OVM

OVM$580 − $81 = $499

SUB$258 − $7 = $251

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OVM, SUB

Today

[…]holdings […]

OVMSUB

OVM—[…]

SUB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.2%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

OVMWorst drop−6.4%5.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OVMSUB

+1.5%Year to date+1.4%

5.8%Yield2.6%

+2.1%Past year+2.2%

0.81%Fee0.07%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026