Compare · 2 funds side by side · dividends reinvested

OVS and IWF

OVSOverlay Shares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

OVS and IWF, 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 Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: OVS 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Small Cap Equity ETF · $45M$13,062

OVS

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

OVSMeasureIWF

+21.3%Year to dateJan 1 → Nov 5−0.1%

+24.6%1 yearTotal return−3.0%

+21.8%3 years · per year$10,000 became $18,085 · $18,310+22.3%

+6.9%5 years · per year$10,000 became $13,955 · $16,559+10.6%

0.83%Expense ratio$83 · $18 a year on $10k · lower is better0.18%

9.87%Trailing 12-mo yield$987 · $37 a year on $10k0.37%

−9.9%Worst dropSmaller is better−15.6%

17.8%VolatilityLower is calmer18.3%

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

5–3OVS wins

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

More Ways to See the Pairs

OVS vs IWF: Top 5 Holdings

Today

OVS

100.0%in top 5

IWF

in top 539.6%

OVSStockIWF

100.0%IJRnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

OVS vs IWF Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

IWFiShares

+10.6%

5 years, per year

OVSIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OVS vs IWF

YTD

Overlay SharesOVS

+21.3%

IWFiShares

−0.1%

+21.3%Year to date−0.1%

−9.9%Worst drop · 1Y−15.6%

17.8%Volatility · 1Y18.3%

9.9%Yield0.4%

$45.2MAssets$121B

4–0OVS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OVS0.83%$83

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OVS, IWF

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$904most kept, OVS

OVS$987 − $83 = $904

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OVS, IWF

Today

0.0%most shared, OVS and IWF

OVSIWF

OVS—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%OVS, at 17.8% volatility

OVSWorst drop−9.9%17.8% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OVSIWF

+21.3%Year to date−0.1%

9.9%Yield0.4%

+24.6%Past year−3.0%

0.83%Fee0.18%

3–1OVS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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 5, 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 5, 2026