OVF vs VT

AOVF

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income12.53%OVF · $1,253 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.0%OVF and VT

OVF

Overlay Shares Foreign Equity ETF · $65MVanguard Total World Stock ETF · $81.8B

+21.1%3 years · per year$17,751 · $17,661+20.9%

+8.5%5 years · per year$15,025 · $15,957+9.8%

0.83%Expense ratio$83 · $6 on $10k · lower wins0.06%

12.53%12-mo yield$1,253 · $155 on $10k1.55%

−11.6%Worst dropSmaller wins−9.7%

19.8%VolatilityLower wins14.9%

2–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOVF · VT

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

Held in common0.0%

End-of-day Nov 9, 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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AOVF	Overlay Shares Foreign Equity ETFRead Desk	0.83%	12.53%	+3.3%	+11.3%	+16.4%	+21.1%	+8.5%	−11.6%	$65M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AOVF	Overlay Shares Foreign Equity ETFRead Desk	0.83%	12.53%	+3.3%	+11.3%	+16.4%	+21.1%	+8.5%	−11.6%	$65M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVF vs VT

OVF

Overlay Shares Foreign Equity

$15,025

Vanguard Total World Stock

$15,957

MeasureOVFVT

Fee0.83%0.06%

Cost on $10k a year$83$6

Yield12.53%1.55%

5 years, per year+8.5%+9.8%

3 years, per year+21.1%+20.9%

Worst drop · 1Y−11.6%−9.7%

Volatility · 1Y19.8%14.9%

4–2measures won
VT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OVF, VT, VEA

Today

23.3%most shared, VT and VEA

OVFVTVEA

OVF—0.0%0.0%

VT0.0%—23.3%

VEA0.0%23.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,170most kept, OVF

OVF$1,253 − $83 = $1,170

VEA$244 − $3 = $241

VT$155 − $6 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee