Compare · 2 funds side by side · dividends reinvested

OVT and SPYM

OVTOverlay Shares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

OVT and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Overlay Shares Short Term Bond ETFBonds & Cash · Core aggregate0.79%7.80%+2.0%+3.8%+7.5%+2.8%−2.0%4.2%$62M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: OVT 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Short Term Bond ETF · $62M$11,486

OVT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

OVTMeasureSPYM

+2.0%Year to dateJan 1 → Nov 9+11.3%

+3.8%1 yearTotal return+13.6%

+7.5%3 years · per year$10,000 became $12,433 · $18,161+22.0%

+2.8%5 years · per year$10,000 became $11,486 · $17,553+11.9%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

7.80%Trailing 12-mo yield$780 · $103 a year on $10k1.03%

−2.0%Worst dropSmaller is better−8.9%

4.2%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OVT vs SPYM: Top 5 Holdings

Today

OVT

100.0%in top 5

SPYM

in top 527.8%

OVTStockSPYM

100.0%VCSHnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

OVT vs SPYM Returns, Every Period

Overlay SharesOVT

+2.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

OVTSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: OVT vs SPYM

YTD

Overlay SharesOVT

+2.0%

SPYMSPDR

+11.3%

+2.0%Year to date+11.3%

−2.0%Worst drop · 1Y−8.9%

4.2%Volatility · 1Y13.7%

7.8%Yield1.0%

$62.4MAssets$179B

3–1OVT wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OVT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OVT0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OVT, SPYM

7.80%highest, OVT

FundTrailing yieldYield$10k

OVT7.80%$780

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$701most kept, OVT

OVT$780 − $79 = $701

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OVT, SPYM

Today

0.0%most shared, OVT and SPYM

OVTSPYM

OVT—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

OVTWorst drop−2.0%4.2% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

OVTSPYM

+2.0%Year to date+11.3%

7.8%Yield1.0%

+3.8%Past year+13.6%

0.79%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026