OVLH vs DIA

AOVLH

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · OVLH $14,444

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−6.4%OVLH · worst fall in 1Y

Held in common0.0%OVLH and DIA

OVLH

DIA

Overlay Shares Hedged Large Cap Equity ETF · $107MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+17.0%3 years · per year$16,017 · $16,322+17.7%

+7.6%5 years · per year$14,444 · $15,693+9.4%

0.80%Expense ratio$80 · $16 on $10k · lower wins0.16%

0.29%12-mo yield$29 · $140 on $10k1.40%

−6.4%Worst dropSmaller wins−9.8%

9.7%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVLH · DIA

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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.29%	−2.6%	+4.1%	+4.2%	+17.0%	+7.6%	−6.4%	$107M

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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.29%	−2.6%	+4.1%	+4.2%	+17.0%	+7.6%	−6.4%	$107M

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

OVLH vs DIA

OVLH

Overlay Shares Hedged Large Cap Equity

$14,444

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureOVLHDIA

Fee0.80%0.16%

Cost on $10k a year$80$16

Yield0.29%1.40%

5 years, per year+7.6%+9.4%

3 years, per year+17.0%+17.7%

Worst drop · 1Y−6.4%−9.8%

Volatility · 1Y9.7%13.4%

4–2measures won
DIA first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OVLH, DIA

Today

0.0%most shared, OVLH and DIA

OVLHDIA

OVLH—0.0%

DIA0.0%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

OVLH$29 − $80 = −$51

KeptFee

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