Compare · 2 funds side by side · dividends reinvested

OVS and VOO

OVSOverlay Shares×VOOVanguard×

Versus in desk

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

02 / 04

OVS 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%$1.00T1.4

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%$45M1.6

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

OVS

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

OVSMeasureVOO

+21.3%Year to dateJan 1 → Nov 4+13.4%

+24.6%1 yearTotal return+13.5%

+21.8%3 years · per year$10,000 became $18,085 · $19,172+24.2%

+6.9%5 years · per year$10,000 became $13,955 · $18,115+12.6%

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

9.87%Trailing 12-mo yield$987 · $105 a year on $10k1.05%

−9.9%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer12.8%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

OVS

100.0%in top 5

VOO

in top 528.3%

OVSStockVOO

100.0%IJRnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

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

OVS vs VOO Returns, Every Period

Overlay SharesOVS

+6.9%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

OVSVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: OVS vs VOO

YTD

Overlay SharesOVS

+21.3%

VOOVanguard

+13.4%

+21.3%Year to date+13.4%

−9.9%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y12.8%

9.9%Yield1.1%

$44.6MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: OVS, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

OVS0.83%$83

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

Yields: OVS, VOO

9.87%highest, OVS

FundTrailing yieldYield$10k

OVS9.87%$987

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

VOO$105 − $3 = $102

KeptFee

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

Overlap: OVS, VOO

Today

0.0%most shared, OVS and VOO

OVSVOO

OVS—0.0%

VOO0.0%—

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

VOOWorst drop−8.9%12.8% 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

OVSVOO

+21.3%Year to date+13.4%

9.9%Yield1.1%

+24.6%Past year+13.5%

0.83%Fee0.03%

3–1OVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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