Compare · 2 funds side by side · dividends reinvested

SUB and OVM

SUBiShares×OVMOverlay Shares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,861SUB · best of the two

02 / 04

SUB and OVM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.3%+1.7%−1.9%1.4%$13.4B1.5

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.74%+2.4%+3.4%+6.2%+1.2%−6.4%5.7%$46M1.5

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: SUB 2008 · OVM 2019

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short-Term National Muni Bond ETF · $13.4B$10,861

SUB

OVM

Overlay Shares Municipal Bond ETF · $46M$10,610

$10,000 five years ago, dividends reinvested

SUBMeasureOVM

+1.6%Year to dateJan 1 → Nov 9+2.4%

+2.4%1 yearTotal return+3.4%

+3.3%3 years · per year$10,000 became $11,021 · $11,994+6.2%

+1.7%5 years · per year$10,000 became $10,861 · $10,610+1.2%

0.07%Expense ratio$7 · $81 a year on $10k · lower is better0.81%

2.57%Trailing 12-mo yield$257 · $574 a year on $10k5.74%

−1.9%Worst dropSmaller is better−6.4%

1.4%VolatilityLower is calmer5.7%

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

4–4Level

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

More Ways to See the Pairs

SUB vs OVM: Top 5 Holdings

Today

SUB

[…]in top 5

OVM

in top 5100.0%

SUBStockOVM

not top 5MUB100.0%

Held in common[…]

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

SUB vs OVM Returns, Every Period

iSharesSUB

+1.7%

5 years, per year

OVMOverlay Shares

+1.2%

5 years, per year

SUBOVMFaded: behind in that period

1–3OVM wins

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

SUB vs OVM

YTD

iSharesSUB

+1.6%

OVMOverlay Shares

+2.4%

+1.6%Year to date+2.4%

−1.9%Worst drop · 1Y−6.4%

1.4%Volatility · 1Y5.7%

2.6%Yield5.7%

$13.4BAssets$45.7M

2–2level

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

Cost, Income and Risk

Fees: SUB, OVM

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

OVM0.81%$81

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

Yields: SUB, OVM

5.74%highest, OVM

FundTrailing yieldYield$10k

OVM5.74%$574

SUB2.57%$257

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

Income After Fees on $10,000

$493most kept, OVM

OVM$574 − $81 = $493

SUB$257 − $7 = $250

KeptFee

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

Overlap: SUB, OVM

Today

[…]holdings […]

SUBOVM

SUB—[…]

OVM[…]—

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

Return vs Bumpiness: 2 ETFs

+3.4%OVM, at 5.7% volatility

SUBWorst drop−1.9%1.4% vol

OVMWorst drop−6.4%5.7% vol

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

Paid More vs Made More

YTD

OVMSUB

+2.4%Year to date+1.6%

5.7%Yield2.6%

+3.4%Past year+2.4%

0.81%Fee0.07%

3–1OVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

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