OVB vs AGG5YOVBOVBAvsBAGGAGGOverlay Shares Core Bond ETF · $48MiShares Core U.S. Aggregate Bond ETF · $137BReturns · dividends in+6.0%3 years · per year$11,924 · $11,293+4.1%−0.3%5 years · per year$9,868 · $9,755−0.5%Cost and income0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%6.79%12-mo yield$679 · $419 on $10k4.19%Risk · 1 yearEnd-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AOVBOverlay Shares Core Bond ETFReadDesk0.79%6.79%−0.3%−0.4%+0.2%+6.0%−0.3%−4.0%$48M2BAGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AOVBOverlay Shares Core Bond ETFReadDesk0.79%6.79%−0.3%−0.4%+0.2%+6.0%−0.3%−4.0%$48M2BAGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: OVB, AGGToday[…]holdings […]OVBAGGOVB—[…]AGG[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
OVB vs AGG5YAOVBOverlay Shares Core Bond$9,868vsAGGBiShares Core U.S. Aggregate Bond$9,755$9k$10kNov 2021Nov 2026
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$161BAssets$137B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: OVB, AGGToday[…]holdings […]OVBAGGOVB—[…]AGG[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$600most kept, OVBOVB$679 − $79 = $600AGG$419 − $3 = $416KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee