Compare · 3 funds side by side · dividends reinvested

OVS, VB and VOO

OVSOverlay Shares×VBVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

OVS, VB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B2.0

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%$45M2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: OVS 2019 · VB 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

OVS

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

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

OVSMeasureVB

+21.3%Year to dateJan 1 → Nov 4+15.8%

+24.6%1 yearTotal return+17.9%

+21.8%3 years · per year$10,000 became $18,085 · $17,489+20.5%

+6.9%5 years · per year$10,000 became $13,955 · $14,105+7.1%

0.83%Expense ratio$83 · $3 a year on $10k · lower is better0.03%

9.87%Trailing 12-mo yield$987 · $123 a year on $10k1.23%

−9.9%Worst dropSmaller is better−9.0%

17.8%VolatilityLower is calmer15.7%

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

4–4Level

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 VB: Top 5 Holdings

Today

OVS

100.0%in top 5

in top 52.9%

OVSStockVB

100.0%IJRnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common0.0%

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

OVS vs VB Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

VBVanguard

+7.1%

5 years, per year

OVSVBFaded: behind in that period

3–1OVS wins

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

OVS vs VB

YTD

Overlay SharesOVS

+21.3%

VBVanguard

+15.8%

+21.3%Year to date+15.8%

−9.9%Worst drop · 1Y−9.0%

17.8%Volatility · 1Y15.7%

9.9%Yield1.2%

$45.2MAssets$76.9B

2–2level

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

Cost, Income and Risk

Fees: OVS, VB, VOO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VOO0.03%$3

OVS0.83%$83

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

Yields: OVS, VB, VOO

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

VB1.23%$123

VOO1.05%$105

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

Income After Fees on $10,000

$904most kept, OVS

OVS$987 − $83 = $904

VB$123 − $3 = $120

VOO$105 − $3 = $102

KeptFee

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

Overlap: OVS, VB, VOO

Today

3.1%most shared, VB and VOO

OVSVBVOO

OVS—0.0%0.0%

VB0.0%—3.1%

VOO0.0%3.1%—

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

VOOWorst drop−8.9%12.8% vol

VBWorst drop−9.0%15.7% vol

OVSWorst drop−9.9%17.8% vol

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

Paid More vs Made More

YTD

OVSVB

+21.3%Year to date+15.8%

9.9%Yield1.2%

+24.6%Past year+17.9%

0.83%Fee0.03%

3–1OVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026