Compare · 2 funds side by side · dividends reinvested

OVT and AGZD

OVTOverlay Shares×AGZDWisdomTree×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,442AGZD · best of the two

02 / 04

OVT and AGZD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Interest Rate Hedged U.S. Aggregate Bond FundBonds & Cash · Core aggregate0.23%4.04%+3.3%+3.9%+5.6%+4.5%−0.6%2.5%$184M1.3

Overlay Shares Short Term Bond ETFBonds & Cash · Core aggregate0.79%7.83%+1.6%+3.3%+8.0%+2.7%−2.0%4.2%$62M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: OVT 2021 · AGZD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Short Term Bond ETF · $62M$11,442

OVT

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · $184M$12,442

$10,000 five years ago, dividends reinvested

OVTMeasureAGZD

+1.6%Year to dateJan 1 → Nov 5+3.3%

+3.3%1 yearTotal return+3.9%

+8.0%3 years · per year$10,000 became $12,600 · $11,777+5.6%

+2.7%5 years · per year$10,000 became $11,442 · $12,442+4.5%

0.79%Expense ratio$79 · $23 a year on $10k · lower is better0.23%

7.83%Trailing 12-mo yield$783 · $404 a year on $10k4.04%

−2.0%Worst dropSmaller is better−0.6%

4.2%VolatilityLower is calmer2.5%

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

2–6AGZD wins

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

More Ways to See the Pairs

OVT vs AGZD: Top 5 Holdings

Today

OVT

100.0%in top 5

AGZD

in top 5[…]

OVTStockAGZD

100.0%VCSHnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

OVT vs AGZD Returns, Every Period

Overlay SharesOVT

+2.7%

5 years, per year

AGZDWisdomTree

+4.5%

5 years, per year

OVTAGZDFaded: behind in that period

1–3AGZD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OVT vs AGZD

YTD

Overlay SharesOVT

+1.6%

AGZDWisdomTree

+3.3%

+1.6%Year to date+3.3%

−2.0%Worst drop · 1Y−0.6%

4.2%Volatility · 1Y2.5%

7.8%Yield4.0%

$62.4MAssets$184M

3–1AGZD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVT, AGZD

Today

0.23%lowest, AGZD

FundExpense ratioFee$10k

AGZD0.23%$23

OVT0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OVT, AGZD

7.83%highest, OVT

FundTrailing yieldYield$10k

OVT7.83%$783

AGZD4.04%$404

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$704most kept, OVT

OVT$783 − $79 = $704

AGZD$404 − $23 = $381

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OVT, AGZD

Today

[…]holdings […]

OVTAGZD

OVT—[…]

AGZD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.9%AGZD, at 2.5% volatility

AGZDWorst drop−0.6%2.5% vol

OVTWorst drop−2.0%4.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OVTAGZD

+1.6%Year to date+3.3%

7.8%Yield4.0%

+3.3%Past year+3.9%

0.79%Fee0.23%

3–1AGZD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026