Compare · 3 funds side by side · dividends reinvested

OVS, IJR and VOO

OVSOverlay Shares×IJRiShares×VOOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,416VOO · best of the three

Story of the three · IncomeMost incomeOVS · 10.05% · $1,005 a year on $10k

Story of the three · RiskSmallest drop

OVS, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.8

Overlay Shares Small Cap Equity ETFUS Stock Styles · Small cap0.83%10.05%+19.0%+22.9%+17.9%+5.6%−9.9%18.6%$44M2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: OVS 2019 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Overlay Shares Small Cap Equity ETF · $44M$13,153

OVS

IJR

iShares Core S&P Small-Cap ETF · $107B$13,218

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

OVSMeasure

More Ways to See the Pairs

OVS vs IJR: Top 5 Holdings

Today

OVS

100.0%in top 5

IJR

in top 52.6%

OVSStockIJR

100.0%IJRnot top 5

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

Cost, Income and Risk

Fees: OVS, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

OVS0.83%$83

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

Yields: OVS, IJR, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IJR

+19.0%Year to dateJan 1 → Nov 10+18.5%

+22.9%1 yearTotal return+21.3%

+17.9%3 years · per year$10,000 became $16,394 · $15,695+16.2%

+5.6%5 years · per year$10,000 became $13,153 · $13,218+5.7%

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

10.05%Trailing 12-mo yield$1,005 · $121 a year on $10k1.21%

−9.9%Worst dropSmaller is better−9.7%

18.6%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MTCH0.5%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

OVS vs IJR Returns, Every Period

5Y

Overlay SharesOVS

+5.6%

5 years, per year

IJRiShares

+5.7%

5 years, per year

OVSIJRFaded: behind in that period

3–1OVS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

OVS vs IJR

YTD

Overlay SharesOVS

+19.0%

IJRiShares

+18.5%

+19.0%Year to date+18.5%

−9.9%Worst drop · 1Y−9.7%

18.6%Volatility · 1Y16.3%

10.1%Yield1.2%

$43.9MAssets$107B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

10.05%highest, OVS

FundTrailing yieldYield$10k

OVS10.05%$1,005

IJR1.21%$121

VOO1.08%$108

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$922most kept, OVS

OVS$1,005 − $83 = $922

IJR$121 − $6 = $115

VOO$108 − $3 = $105

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OVS, IJR, VOO

Today

0.0%most shared, OVS and IJR

OVSIJRVOO

OVS—0.0%0.0%

IJR0.0%—0.0%

VOO0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.9%OVS, at 18.6% volatility

VOOWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.3% vol

OVSWorst drop−9.9%18.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OVSIJR

+19.0%Year to date+18.5%

10.1%Yield1.2%

+22.9%Past year+21.3%

0.83%Fee0.06%

3–1OVS wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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OVS, IJR and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three