Compare · 2 funds side by side · dividends reinvested

OVS and VBK

OVSOverlay Shares×VBKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,955OVS · best of the two

02 / 04

OVS and VBK, 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%$45M1.1

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.9%+10.8%+19.9%+3.5%−11.4%20.5%$22.8B1.9

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

OVS

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

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

OVSMeasureVBK

+21.3%Year to dateJan 1 → Nov 4+10.9%

+24.6%1 yearTotal return+10.8%

+21.8%3 years · per year$10,000 became $18,085 · $17,239+19.9%

+6.9%5 years · per year$10,000 became $13,955 · $11,893+3.5%

0.83%Expense ratio$83 · $5 a year on $10k · lower is better0.05%

9.87%Trailing 12-mo yield$987 · $42 a year on $10k0.42%

−9.9%Worst dropSmaller is better−11.4%

17.8%VolatilityLower is calmer20.5%

OVSVBK 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 VBK: Top 5 Holdings

Today

OVS

100.0%in top 5

VBK

in top 56.4%

OVSStockVBK

100.0%IJRnot top 5

not top 5NTRA1.6%

not top 5TWLO1.3%

not top 5RVMD1.2%

not top 5ILMN1.2%

not top 5P1.2%

Held in common0.0%

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

OVS vs VBK Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

VBKVanguard

+3.5%

5 years, per year

OVSVBKFaded: behind in that period

4–0OVS wins

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

OVS vs VBK

YTD

Overlay SharesOVS

+21.3%

VBKVanguard

+10.9%

+21.3%Year to date+10.9%

−9.9%Worst drop · 1Y−11.4%

17.8%Volatility · 1Y20.5%

9.9%Yield0.4%

$44.6MAssets$22.8B

4–0OVS wins

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

Cost, Income and Risk

Fees: OVS, VBK

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

OVS0.83%$83

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

Yields: OVS, VBK

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

VBK0.42%$42

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

Income After Fees on $10,000

$904most kept, OVS

OVS$987 − $83 = $904

VBK$42 − $5 = $37

KeptFee

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

Overlap: OVS, VBK

Today

0.0%most shared, OVS and VBK

OVSVBK

OVS—0.0%

VBK0.0%—

End-of-day Nov 4, 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

VBKWorst drop−11.4%20.5% vol

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

Paid More vs Made More

YTD

OVSVBK

+21.3%Year to date+10.9%

9.9%Yield0.4%

+24.6%Past year+10.8%

0.83%Fee0.05%

3–1OVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026