OVF vs IVV

AOVF

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · OVF $14,638

Lowest cost0.03%IVV · $3 on $10k

Most income12.94%OVF · $1,294 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%OVF and IVV

OVF

IVV

Overlay Shares Foreign Equity ETF · $64MiShares Core S&P 500 ETF · $853B

+20.7%3 years · per year$17,567 · $18,084+21.8%

+7.9%5 years · per year$14,638 · $17,177+11.4%

0.83%Expense ratio$83 · $3 on $10k · lower wins0.03%

12.94%12-mo yield$1,294 · $114 on $10k1.14%

−11.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVF · IVV

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

Held in common0.0%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.94%	−0.1%	+7.7%	+12.0%	+20.7%	+7.9%	−11.6%	$64M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.94%	−0.1%	+7.7%	+12.0%	+20.7%	+7.9%	−11.6%	$64M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVF vs IVV

OVF

Overlay Shares Foreign Equity

$14,638

IVV

iShares Core S&P 500

$17,177

MeasureOVFIVV

Fee0.83%0.03%

Cost on $10k a year$83$3

Yield12.94%1.14%

5 years, per year+7.9%+11.4%

3 years, per year+20.7%+21.8%

Worst drop · 1Y−11.6%−8.9%

Volatility · 1Y19.5%13.6%

5–1measures won
IVV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: OVF, IVV

Today

0.0%most shared, OVF and IVV

OVFIVV

OVF—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,211most kept, OVF

OVF$1,294 − $83 = $1,211

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee