OVLH vs IWB

AOVLH

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · OVLH $14,404

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common0.0%OVLH and IWB

OVLH

IWB

Overlay Shares Hedged Large Cap Equity ETF · $102MiShares Russell 1000 ETF · $46.6B

+16.7%3 years · per year$15,898 · $17,966+21.6%

+7.6%5 years · per year$14,404 · $16,575+10.6%

0.80%Expense ratio$80 · $15 on $10k · lower wins0.15%

0.29%12-mo yield$29 · $95 on $10k0.95%

−6.4%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVLH · IWB

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.29%	+0.1%	+4.3%	+4.2%	+16.7%	+7.6%	−6.4%	$102M

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.29%	+0.1%	+4.3%	+4.2%	+16.7%	+7.6%	−6.4%	$102M

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

OVLH vs IWB

OVLH

Overlay Shares Hedged Large Cap Equity

$14,404

IWB

iShares Russell 1000

$16,575

MeasureOVLHIWB

Fee0.80%0.15%

Cost on $10k a year$80$15

Yield0.29%0.95%

5 years, per year+7.6%+10.6%

3 years, per year+16.7%+21.6%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.7%13.6%

4–2measures won
IWB first

0.0%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OVLH, IWB

Today

0.0%most shared, OVLH and IWB

OVLHIWB

OVLH—0.0%

IWB0.0%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

OVLH$29 − $80 = −$51

KeptFee

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