OVL vs SCHB5YOVLOVLAvsBSCHBSCHBOverlay Shares Large Cap Equity ETF · $537MSchwab U.S. Broad Market ETF · $44.5BReturns · dividends in+23.6%3 years · per year$18,869 · $17,887+21.4%+11.7%5 years · per year$17,390 · $16,545+10.6%Cost and income0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%9.45%
Overlap: OVL, SCHB, IWFToday53.1%most shared, SCHB and IWFOVLSCHBIWFOVL—0.0%0.0%SCHB0.0%—53.1%IWF0.0%53.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
OVL vs SCHB5YAOVLOverlay Shares Large Cap Equity$17,390vsSCHBBSchwab U.S. Broad Market$16,546$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AOVLOverlay Shares Large Cap Equity ETFReadDesk0.79%9.45%−0.4%+13.2%+13.3%+23.6%+11.7%−8.7%$537M2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.5B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AOVLOverlay Shares Large Cap Equity ETFReadDesk0.79%9.45%−0.4%+13.2%+13.3%+23.6%+11.7%−8.7%$537M2BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.5B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 12+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: OVL, SCHB, IWFToday53.1%most shared, SCHB and IWFOVLSCHBIWFOVL—0.0%0.0%SCHB0.0%—53.1%IWF0.0%53.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$866most kept, OVLOVL$945 − $79 = $866SCHB$106 − $3 = $103IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee