OVL vs SPYM

AOVL

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · OVL $17,030

Lowest cost0.02%SPYM · $2 on $10k

Most income9.80%OVL · $980 on $10k

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

Held in common0.0%OVL and SPYM

OVL

SPYM

Overlay Shares Large Cap Equity ETF · $501MState Street SPDR Portfolio S&P 500 ETF · $182B

+23.8%3 years · per year$18,960 · $18,082+21.8%

+11.2%5 years · per year$17,030 · $17,192+11.4%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

9.80%12-mo yield$980 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$501M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$501M

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 SPYM

OVL

Overlay Shares Large Cap Equity

$17,030

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureOVLSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield9.80%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+23.8%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y16.1%13.6%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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, SPYM

Today

0.0%most shared, OVL and SPYM

OVLSPYM

OVL—0.0%

SPYM0.0%—

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

SPYM$105 − $2 = $103

KeptFee

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