OVL vs IWB

AOVL

BIWB

Measures won4–2OVL wins · of 6 · 5Y

$10,000 · 5Y$18,169OVL · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income9.31%OVL · $931 on $10k

Smallest drop−8.7%OVL · worst fall in 1Y

Held in common0.0%OVL and IWB

OVL

IWB

Overlay Shares Large Cap Equity ETF · $529MiShares Russell 1000 ETF · $48.5B

+26.8%3 years · per year$20,397 · $19,023+23.9%

+12.7%5 years · per year$18,169 · $17,459+11.8%

0.79%Expense ratio$79 · $15 on $10k · lower wins0.15%

9.31%12-mo yield$931 · $91 on $10k0.91%

−8.7%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins12.9%

4–2OVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · IWB

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

Held in common0.0%

End-of-day Nov 4, 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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.31%	+2.1%	+14.9%	+15.7%	+26.8%	+12.7%	−8.7%	$529M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.31%	+2.1%	+14.9%	+15.7%	+26.8%	+12.7%	−8.7%	$529M
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVL vs IWB

OVL

Overlay Shares Large Cap Equity

$18,169

IWB

iShares Russell 1000

$17,459

MeasureOVLIWB

Fee0.79%0.15%

Cost on $10k a year$79$15

Yield9.31%0.91%

5 years, per year+12.7%+11.8%

3 years, per year+26.8%+23.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.2%12.9%

4–2measures won
OVL first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OVL, IWB

Today

0.0%most shared, OVL and IWB

OVLIWB

OVL—0.0%

IWB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$852most kept, OVL

OVL$931 − $79 = $852

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee