OVL vs IWF

AOVL

BIWF

Measures won5–1OVL wins · of 6 · 5Y

$10,000 · 5Y$17,030OVL · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income9.80%OVL · $980 on $10k

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

Held in common0.0%OVL and IWF

OVL

IWF

Overlay Shares Large Cap Equity ETF · $529MiShares Russell 1000 Growth ETF · $113B

+23.8%3 years · per year$18,960 · $17,022+19.4%

+11.2%5 years · per year$17,030 · $15,442+9.1%

0.79%Expense ratio$79 · $18 on $10k · lower wins0.18%

9.80%12-mo yield$980 · $39 on $10k0.39%

−8.7%Worst dropSmaller wins−14.6%

16.1%VolatilityLower wins19.4%

5–1OVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · IWF

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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$529M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$529M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

OVL vs IWF

OVL

Overlay Shares Large Cap Equity

$17,030

IWF

iShares Russell 1000 Growth

$15,442

MeasureOVLIWF

Fee0.79%0.18%

Cost on $10k a year$79$18

Yield9.80%0.39%

5 years, per year+11.2%+9.1%

3 years, per year+23.8%+19.4%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y16.1%19.4%

5–1measures won
OVL first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OVL, IWF

Today

0.0%most shared, OVL and IWF

OVLIWF

OVL—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$901most kept, OVL

OVL$980 − $79 = $901

IWF$39 − $18 = $21

KeptFee

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