OVB vs BSV

AOVB

BBSV

Measures won2–4BSV wins · of 6 · 5Y

$10,000 · 5Y$11,005BSV · OVB $10,015

Lowest cost0.03%BSV · $3 on $10k

Most income6.75%OVB · $675 on $10k

Smallest drop−1.4%BSV · worst fall in 1Y

Held in common[…]OVB and BSV

OVB

BSV

Overlay Shares Core Bond ETF · $48MVanguard Short-Term Bond ETF · $45.4B

+7.7%3 years · per year$12,484 · $11,510+4.8%

+0.0%5 years · per year$10,015 · $11,005+1.9%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

6.75%12-mo yield$675 · $409 on $10k4.09%

−4.0%Worst dropSmaller wins−1.4%

6.4%VolatilityLower wins1.9%

2–4BSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVB · BSV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B
2	AOVB	Overlay Shares Core Bond ETFRead Desk		0.79%	6.75%	−1.0%	+0.4%	+1.4%	+7.7%	0.0%	−4.0%	$48M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B
2	AOVB	Overlay Shares Core Bond ETFRead Desk		0.79%	6.75%	−1.0%	+0.4%	+1.4%	+7.7%	0.0%	−4.0%	$48M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVB vs BSV

OVB

Overlay Shares Core Bond

$10,015

BSV

Vanguard Short-Term Bond

$11,005

MeasureOVBBSV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield6.75%4.09%

5 years, per year+0.0%+1.9%

3 years, per year+7.7%+4.8%

Worst drop · 1Y−4.0%−1.4%

Volatility · 1Y6.4%1.9%

4–2measures won
BSV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OVB, BSV

Today

[…]holdings […]

OVBBSV

OVB—[…]

BSV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$596most kept, OVB

OVB$675 − $79 = $596

BSV$409 − $3 = $406

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee