Compare · 2 funds side by side · dividends reinvested

OVS and IWM

OVSOverlay Shares×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,428OVS · best of the two

02 / 04

OVS and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Small Cap Equity ETFUS Stock Styles · Small cap0.83%10.05%+19.1%+22.5%+21.4%+6.1%−9.9%17.7%$45M1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.9

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: OVS 2019 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Small Cap Equity ETF · $45M$13,428

OVS

IWM

iShares Russell 2000 ETF · $75.8B$13,064

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

OVSMeasureIWM

+19.1%Year to dateJan 1 → Nov 3+14.4%

+22.5%1 yearTotal return+14.8%

+21.4%3 years · per year$10,000 became $17,895 · $17,832+21.3%

+6.1%5 years · per year$10,000 became $13,428 · $13,064+5.5%

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

10.05%Trailing 12-mo yield$1,005 · $98 a year on $10k0.98%

−9.9%Worst dropSmaller is better−11.1%

17.7%VolatilityLower is calmer18.1%

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

7–1OVS wins

End-of-day Nov 3, 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 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common0.0%

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

OVS vs IWM Returns, Every Period

Overlay SharesOVS

+6.1%

5 years, per year

IWMiShares

+5.5%

5 years, per year

OVSIWMFaded: behind in that period

4–0OVS wins

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

OVS vs IWM

YTD

Overlay SharesOVS

+19.1%

IWMiShares

+14.4%

+19.1%Year to date+14.4%

−9.9%Worst drop · 1Y−11.1%

17.7%Volatility · 1Y18.1%

10.0%Yield1.0%

$44.6MAssets$75.8B

4–0OVS wins

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

Cost, Income and Risk

Fees: OVS, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OVS0.83%$83

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

Yields: OVS, IWM

10.05%highest, OVS

FundTrailing yieldYield$10k

OVS10.05%$1,005

IWM0.98%$98

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

Income After Fees on $10,000

$922most kept, OVS

OVS$1,005 − $83 = $922

IWM$98 − $19 = $79

KeptFee

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

Overlap: OVS, IWM

Today

0.0%most shared, OVS and IWM

OVSIWM

OVS—0.0%

IWM0.0%—

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

Return vs Bumpiness: 2 ETFs

+22.5%OVS, at 17.7% volatility

OVSWorst drop−9.9%17.7% vol

IWMWorst drop−11.1%18.1% vol

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

Paid More vs Made More

YTD

OVSIWM

+19.1%Year to date+14.4%

10.0%Yield1.0%

+22.5%Past year+14.8%

0.83%Fee0.19%

3–1OVS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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