Compare · 2 funds side by side · dividends reinvested

OVT and IUSB

OVTOverlay Shares×IUSBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,388OVT · best of the two

Story of the two · IncomeMost incomeOVT · 7.83% · $783 a year on $10k

Story of the two · RiskSmallest drop

OVT and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Short Term Bond ETFBonds & Cash · Core aggregate0.79%7.83%+1.6%+2.6%+7.2%+2.6%−2.0%4.3%$63M1.3

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.3B1.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: OVT 2021 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.3B$9,984

IUSB

OVT

Overlay Shares Short Term Bond ETF · $63M$11,388

$10,000 five years ago, dividends reinvested

IUSBMeasureOVT

−1.2%

More Ways to See the Pairs

IUSB vs OVT: Top 5 Holdings

Today

IUSB

[…]in top 5

OVT

in top 5100.0%

IUSBStockOVT

not top 5VCSH100.0%

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

Cost, Income and Risk

Fees: OVT, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

OVT0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OVT, IUSB

1Y

7.83%highest, OVT

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+1.6%

−1.1%1 yearTotal return+2.6%

+4.7%3 years · per year$10,000 became $11,480 · $12,322+7.2%

−0.0%5 years · per year$10,000 became $9,984 · $11,388+2.6%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

4.39%Trailing 12-mo yield$439 · $783 a year on $10k7.83%

−4.3%Worst dropSmaller is better−2.0%

4.0%VolatilityLower is calmer4.3%

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

2–6OVT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

IUSB vs OVT Returns, Every Period

5Y

iSharesIUSB

−0.0%

5 years, per year

OVTOverlay Shares

+2.6%

5 years, per year

IUSBOVTFaded: behind in that period

0–4OVT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IUSB vs OVT

YTD

iSharesIUSB

−1.2%

OVTOverlay Shares

+1.6%

−1.2%Year to date+1.6%

−4.3%Worst drop · 1Y−2.0%

4.0%Volatility · 1Y4.3%

4.4%Yield7.8%

$50.3BAssets$62.7M

3–1OVT wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

OVT7.83%$783

IUSB4.39%$439

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

Income After Fees on $10,000

1Y

$704most kept, OVT

OVT$783 − $79 = $704

IUSB$439 − $6 = $433

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OVT, IUSB

Today

[…]holdings […]

OVTIUSB

OVT—[…]

IUSB[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.6%OVT, at 4.3% volatility

IUSBWorst drop−4.3%4.0% vol

OVTWorst drop−2.0%4.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OVTIUSB

+1.6%Year to date−1.2%

7.8%Yield4.4%

+2.6%Past year−1.1%

0.79%Fee0.06%

3–1OVT wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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OVT and IUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two