OVB vs IVV5YOVBOVBAvsBIVVIVVOverlay Shares Core Bond ETF · $48MiShares Core S&P 500 ETF · $875BReturns · dividends in+6.4%3 years · per year$12,037 · $17,934+21.5%−0.0%5 years · per year$9,980 · $17,414+11.7%Cost and income0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%6.76%
Overlap: OVB, IVV, VOOToday93.0%most shared, IVV and VOOOVBIVVVOOOVB—0.0%0.0%IVV0.0%—93.0%VOO0.0%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
OVB vs IVV5YAOVBOverlay Shares Core Bond$9,980vsIVVBiShares Core S&P 500$17,414$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3AOVBOverlay Shares Core Bond ETFReadDesk0.79%6.76%−0.9%+0.2%+1.3%+6.4%0.0%−4.0%$48MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3AOVBOverlay Shares Core Bond ETFReadDesk0.79%6.76%−0.9%+0.2%+1.3%+6.4%0.0%−4.0%$48MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: OVB, IVV, VOOToday93.0%most shared, IVV and VOOOVBIVVVOOOVB—0.0%0.0%IVV0.0%—93.0%VOO0.0%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$597most kept, OVBOVB$676 − $79 = $597IVV$111 − $3 = $108VOO$108 − $3 = $105KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee