OVL vs SCHB

AOVL

BSCHB

Measures won4–2OVL wins · of 6 · 5Y

$10,000 · 5Y$17,058OVL · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income9.82%OVL · $982 on $10k

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

Held in common0.0%OVL and SCHB

OVL

SCHB

Overlay Shares Large Cap Equity ETF · $529MSchwab U.S. Broad Market ETF · $44.9B

+24.2%3 years · per year$19,177 · $18,100+21.9%

+11.3%5 years · per year$17,058 · $16,348+10.3%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

9.82%12-mo yield$982 · $109 on $10k1.09%

−8.7%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.8%

4–2OVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · SCHB

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

Both

5Y2 funds

#			Trend
1	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.82%	−5.3%	+8.9%	+11.0%	+24.2%	+11.3%	−8.7%	$529M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

End-of-day Nov 5, 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%	9.82%	−5.3%	+8.9%	+11.0%	+24.2%	+11.3%	−8.7%	$529M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

OVL vs SCHB

OVL

Overlay Shares Large Cap Equity

$17,058

SCHB

Schwab U.S. Broad Market

$16,348

MeasureOVLSCHB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield9.82%1.09%

5 years, per year+11.3%+10.3%

3 years, per year+24.2%+21.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y16.1%13.8%

4–2measures won
OVL first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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

Overlap: OVL, SCHB

Today

0.0%most shared, OVL and SCHB

OVLSCHB

OVL—0.0%

SCHB0.0%—

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

Income After Fees on $10,000

$903most kept, OVL

OVL$982 − $79 = $903

SCHB$109 − $3 = $106

KeptFee

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