OVF vs IXUS

AOVF

BIXUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,939OVF · IXUS $14,618

Lowest cost0.07%IXUS · $7 on $10k

Most income12.67%OVF · $1,267 on $10k

Smallest drop−11.4%IXUS · worst fall in 1Y

Held in common0.0%OVF and IXUS

OVF

IXUS

Overlay Shares Foreign Equity ETF · $66MiShares Core MSCI Total International Stock ETF · $57.0B

+22.8%3 years · per year$18,501 · $17,722+21.0%

+8.4%5 years · per year$14,939 · $14,618+7.9%

0.83%Expense ratio$83 · $7 on $10k · lower wins0.07%

12.67%12-mo yield$1,267 · $304 on $10k3.04%

−11.6%Worst dropSmaller wins−11.4%

18.8%VolatilityLower wins17.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVF · IXUS

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

Held in common0.0%

End-of-day Nov 3, 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	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.67%	−0.4%	+10.0%	+13.6%	+22.8%	+8.4%	−11.6%	$66M
2	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

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

Both

5Y2 funds

#			Trend
1	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.67%	−0.4%	+10.0%	+13.6%	+22.8%	+8.4%	−11.6%	$66M
2	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

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

Cards for this view

OVF vs IXUS

OVF

Overlay Shares Foreign Equity

$14,939

IXUS

iShares Core MSCI Total International Stock

$14,618

MeasureOVFIXUS

Fee0.83%0.07%

Cost on $10k a year$83$7

Yield12.67%3.04%

5 years, per year+8.4%+7.9%

3 years, per year+22.8%+21.0%

Worst drop · 1Y−11.6%−11.4%

Volatility · 1Y18.8%17.4%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+9.8%

IXUSiShares

+10.2%

+9.8%Year to date+10.2%

2.4%Yield3.0%

$163BAssets$57.0B

2–0IXUS wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: OVF, IXUS

Today

0.0%most shared, OVF and IXUS

OVFIXUS

OVF—0.0%

IXUS0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,184most kept, OVF

OVF$1,267 − $83 = $1,184

IXUS$304 − $7 = $297

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee