Compare · 2 funds side by side · dividends reinvested

OVS and VBR

OVSOverlay Shares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

OVS and VBR, 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%$45M1.5

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.5

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OVS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

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

OVSMeasureVBR

+19.1%Year to dateJan 1 → Nov 3+17.4%

+22.5%1 yearTotal return+21.0%

+21.4%3 years · per year$10,000 became $17,895 · $17,478+20.5%

+6.1%5 years · per year$10,000 became $13,428 · $15,249+8.8%

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

10.05%Trailing 12-mo yield$1,005 · $180 a year on $10k1.80%

−9.9%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.9%

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

4–4Level

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 VBR: Top 5 Holdings

Today

OVS

100.0%in top 5

VBR

in top 53.3%

OVSStockVBR

100.0%IJRnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common0.0%

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

OVS vs VBR Returns, Every Period

Overlay SharesOVS

+6.1%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

OVSVBRFaded: behind in that period

3–1OVS wins

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

OVS vs VBR

YTD

Overlay SharesOVS

+19.1%

VBRVanguard

+17.4%

+19.1%Year to date+17.4%

−9.9%Worst drop · 1Y−8.9%

17.7%Volatility · 1Y13.9%

10.0%Yield1.8%

$44.6MAssets$35.1B

2–2level

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

Cost, Income and Risk

Fees: OVS, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

OVS0.83%$83

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

Yields: OVS, VBR

10.05%highest, OVS

FundTrailing yieldYield$10k

OVS10.05%$1,005

VBR1.80%$180

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

Income After Fees on $10,000

$922most kept, OVS

OVS$1,005 − $83 = $922

VBR$180 − $5 = $175

KeptFee

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

Overlap: OVS, VBR

Today

0.0%most shared, OVS and VBR

OVSVBR

OVS—0.0%

VBR0.0%—

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

VBRWorst drop−8.9%13.9% vol

OVSWorst drop−9.9%17.7% vol

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

Paid More vs Made More

YTD

OVSVBR

+19.1%Year to date+17.4%

10.0%Yield1.8%

+22.5%Past year+21.0%

0.83%Fee0.05%

3–1OVS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026