Compare · 2 funds side by side · dividends reinvested

OVT and BND

OVTOverlay Shares×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,534OVT · best of the two

02 / 04

OVT and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Short Term Bond ETFBonds & Cash · Core aggregate0.79%7.77%+2.4%+4.0%+8.2%+2.9%−2.0%4.1%$62M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: OVT 2021 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Short Term Bond ETF · $62M$11,534

OVT

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

OVTMeasureBND

+2.4%Year to dateJan 1 → Nov 4−0.1%

+4.0%1 yearTotal return+0.3%

+8.2%3 years · per year$10,000 became $12,663 · $11,733+5.5%

+2.9%5 years · per year$10,000 became $11,534 · $9,950−0.1%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

7.77%Trailing 12-mo yield$777 · $413 a year on $10k4.13%

−2.0%Worst dropSmaller is better−4.5%

4.1%VolatilityLower is calmer4.0%

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

6–2OVT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVT vs BND: Top 5 Holdings

Today

OVT

100.0%in top 5

BND

in top 5[…]

OVTStockBND

100.0%VCSHnot top 5

Held in common[…]

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

OVT vs BND Returns, Every Period

Overlay SharesOVT

+2.9%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

OVTBNDFaded: behind in that period

4–0OVT wins

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

OVT vs BND

YTD

Overlay SharesOVT

+2.4%

BNDVanguard

−0.1%

+2.4%Year to date−0.1%

−2.0%Worst drop · 1Y−4.5%

4.1%Volatility · 1Y4.0%

7.8%Yield4.1%

$62.4MAssets$161B

3–1OVT wins

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

Cost, Income and Risk

Fees: OVT, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

OVT0.79%$79

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

Yields: OVT, BND

7.77%highest, OVT

FundTrailing yieldYield$10k

OVT7.77%$777

BND4.13%$413

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

Income After Fees on $10,000

$698most kept, OVT

OVT$777 − $79 = $698

BND$413 − $3 = $410

KeptFee

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

Overlap: OVT, BND

Today

[…]holdings […]

OVTBND

OVT—[…]

BND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.0%OVT, at 4.1% volatility

BNDWorst drop−4.5%4.0% vol

OVTWorst drop−2.0%4.1% vol

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

Paid More vs Made More

YTD

OVTBND

+2.4%Year to date−0.1%

7.8%Yield4.1%

+4.0%Past year+0.3%

0.79%Fee0.03%

3–1OVT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026