Compare · 3 funds side by side · dividends reinvested

OVS, IWM and VUG

OVSOverlay Shares×IWMiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

OVS, IWM and VUG, 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%$45M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OVS

IWM

iShares Russell 2000 ETF · $75.8B$13,509

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

OVSMeasureIWM

+21.3%Year to dateJan 1 → Nov 4+16.2%

+24.6%1 yearTotal return+16.9%

+21.8%3 years · per year$10,000 became $18,085 · $18,002+21.6%

+6.9%5 years · per year$10,000 became $13,955 · $13,509+6.2%

0.83%Expense ratio$83 · $19 a year on $10k · lower is better0.19%

9.87%Trailing 12-mo yield$987 · $96 a year on $10k0.96%

−9.9%Worst dropSmaller is better−11.1%

17.8%VolatilityLower is calmer18.2%

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

7–1OVS 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 IWM: Top 5 Holdings

Today

OVS

100.0%in top 5

IWM

in top 51.9%

OVSStockIWM

100.0%IJRnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common0.0%

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

OVS vs IWM Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

IWMiShares

+6.2%

5 years, per year

OVSIWMFaded: behind in that period

4–0OVS wins

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

OVS vs IWM

YTD

Overlay SharesOVS

+21.3%

IWMiShares

+16.2%

+21.3%Year to date+16.2%

−9.9%Worst drop · 1Y−11.1%

17.8%Volatility · 1Y18.2%

9.9%Yield1.0%

$44.6MAssets$75.8B

4–0OVS wins

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

Cost, Income and Risk

Fees: OVS, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

OVS0.83%$83

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

Yields: OVS, IWM, VUG

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

IWM0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$904most kept, OVS

OVS$987 − $83 = $904

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

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

Overlap: OVS, IWM, VUG

Today

0.0%most shared, OVS and IWM

OVSIWMVUG

OVS—0.0%0.0%

IWM0.0%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.6%OVS, at 17.8% volatility

OVSWorst drop−9.9%17.8% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

OVSIWM

+21.3%Year to date+16.2%

9.9%Yield1.0%

+24.6%Past year+16.9%

0.83%Fee0.19%

3–1OVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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$61.1B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026