Compare · 2 funds side by side · dividends reinvested

OVS and IJR

OVSOverlay Shares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,955OVS · best of the two

02 / 04

OVS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Small Cap Equity ETFUS Stock Styles · Small cap0.83%9.87%+21.3%+24.6%+21.8%+6.9%−9.9%17.8%$45M1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: OVS 2019 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Small Cap Equity ETF · $45M$13,955

OVS

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

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

OVSMeasureIJR

+21.3%Year to dateJan 1 → Nov 4+19.9%

+24.6%1 yearTotal return+22.7%

+21.8%3 years · per year$10,000 became $18,085 · $16,979+19.3%

+6.9%5 years · per year$10,000 became $13,955 · $13,920+6.8%

0.83%Expense ratio$83 · $6 a year on $10k · lower is better0.06%

9.87%Trailing 12-mo yield$987 · $120 a year on $10k1.20%

−9.9%Worst dropSmaller is better−9.7%

17.8%VolatilityLower is calmer15.8%

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

5–3OVS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVS vs IJR: Top 5 Holdings

Today

OVS

100.0%in top 5

IJR

in top 52.7%

OVSStockIJR

100.0%IJRnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

OVS vs IJR Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

IJRiShares

+6.8%

5 years, per year

OVSIJRFaded: behind in that period

4–0OVS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OVS vs IJR

YTD

Overlay SharesOVS

+21.3%

IJRiShares

+19.9%

+21.3%Year to date+19.9%

−9.9%Worst drop · 1Y−9.7%

17.8%Volatility · 1Y15.8%

9.9%Yield1.2%

$45.2MAssets$108B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

OVS0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OVS, IJR

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$904most kept, OVS

OVS$987 − $83 = $904

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OVS, IJR

Today

0.0%most shared, OVS and IJR

OVSIJR

OVS—0.0%

IJR0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%OVS, at 17.8% volatility

IJRWorst drop−9.7%15.8% vol

OVSWorst drop−9.9%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OVSIJR

+21.3%Year to date+19.9%

9.9%Yield1.2%

+24.6%Past year+22.7%

0.83%Fee0.06%

3–1OVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026