OVF vs IXUS

AOVF

BIXUS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,589OVF · VXUS $14,347

Lowest cost0.05%VXUS · $5 on $10k

Most income12.93%OVF · $1,293 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%OVF and IXUS

OVF

IXUS

Overlay Shares Foreign Equity ETF · $67MiShares Core MSCI Total International Stock ETF · $58.4B

+21.3%3 years · per year$17,839 · $17,187+19.8%

+7.8%5 years · per year$14,589 · $14,321+7.4%

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

12.93%12-mo yield$1,293 · $310 on $10k3.10%

−11.6%Worst dropSmaller wins−11.4%

19.5%VolatilityLower wins17.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOVF · IXUS

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	AOVF	Overlay Shares Foreign Equity ETFRead Desk	0.83%	12.93%	−4.6%	+7.8%	+12.8%	+21.3%	+7.8%	−11.6%	$67M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$58.4B

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

All Three

5Y3 funds

#
1	AOVF	Overlay Shares Foreign Equity ETFRead Desk	0.83%	12.93%	−4.6%	+7.8%	+12.8%	+21.3%	+7.8%	−11.6%	$67M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$58.4B

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

OVF vs IXUS

OVF

Overlay Shares Foreign Equity

$14,589

IXUS

iShares Core MSCI Total International Stock

$14,322

MeasureOVFIXUS

Fee0.83%0.07%

Cost on $10k a year$83$7

Yield12.93%3.10%

5 years, per year+7.8%+7.4%

3 years, per year+21.3%+19.8%

Worst drop · 1Y−11.6%−11.4%

Volatility · 1Y19.5%17.9%

3–3measures won
level

0.0%

holdings shared

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: OVF, IXUS, VXUS

Today

8.1%most shared, IXUS and VXUS

OVFIXUSVXUS

OVF—0.0%0.0%

IXUS0.0%—8.1%

VXUS0.0%8.1%—

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

Income After Fees on $10,000

$1,210most kept, OVF

OVF$1,293 − $83 = $1,210

IXUS$310 − $7 = $303

VXUS$246 − $5 = $241

KeptFee

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