Compare · 3 funds side by side · dividends reinvested

OVS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

OVS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

Overlay Shares Small Cap Equity ETFUS Stock Styles · Small cap0.83%10.35%+15.6%+18.3%+19.2%+5.5%−9.9%18.3%$43M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: OVS 2019 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Small Cap Equity ETF · $43M$13,062

OVS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

OVSMeasureSPYM

+15.6%Year to dateJan 1 → Nov 6+8.8%

+18.3%1 yearTotal return+9.8%

+19.2%3 years · per year$10,000 became $16,943 · $18,082+21.8%

+5.5%5 years · per year$10,000 became $13,061 · $17,192+11.4%

0.83%Expense ratio$83 · $2 a year on $10k · lower is better0.02%

10.35%Trailing 12-mo yield$1,035 · $105 a year on $10k1.05%

−9.9%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVS vs SPYM: Top 5 Holdings

Today

OVS

100.0%in top 5

SPYM

in top 527.8%

OVSStockSPYM

100.0%IJRnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

OVS vs SPYM Returns, Every Period

Overlay SharesOVS

+5.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OVSSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OVS vs SPYM

YTD

Overlay SharesOVS

+15.6%

SPYMSPDR

+8.8%

+15.6%Year to date+8.8%

−9.9%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y13.6%

10.4%Yield1.1%

$43.1MAssets$182B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

OVS0.83%$83

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OVS, SPYM, SPY

10.35%highest, OVS

FundTrailing yieldYield$10k

OVS10.35%$1,035

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$952most kept, OVS

OVS$1,035 − $83 = $952

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OVS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

OVSSPYMSPY

OVS—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.3%OVS, at 18.3% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

OVSWorst drop−9.9%18.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OVSSPYM

+15.6%Year to date+8.8%

10.4%Yield1.1%

+18.3%Past year+9.8%

0.83%Fee0.02%

3–1OVS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026