OVLH vs VUG

AOVLH

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · OVLH $14,612

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

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

Held in common0.0%OVLH and VUG

OVLH

VUG

Overlay Shares Hedged Large Cap Equity ETF · $102MVanguard Morningstar Growth ETF · $233B

+16.5%3 years · per year$15,823 · $18,569+22.9%

+7.9%5 years · per year$14,612 · $16,565+10.6%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

0.28%12-mo yield$28 · $41 on $10k0.41%

−6.4%Worst dropSmaller wins−15.1%

9.7%VolatilityLower wins19.1%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVLH · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.28%	+1.3%	+5.7%	+6.3%	+16.5%	+7.9%	−6.4%	$102M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AOVLH	Overlay Shares Hedged Large Cap Equity ETFRead Desk		0.80%	0.28%	+1.3%	+5.7%	+6.3%	+16.5%	+7.9%	−6.4%	$102M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVLH vs VUG

OVLH

Overlay Shares Hedged Large Cap Equity

$14,612

VUG

Vanguard Morningstar Growth

$16,565

MeasureOVLHVUG

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield0.28%0.41%

5 years, per year+7.9%+10.6%

3 years, per year+16.5%+22.9%

Worst drop · 1Y−6.4%−15.1%

Volatility · 1Y9.7%19.1%

4–2measures won
VUG first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OVLH, VUG

Today

0.0%most shared, OVLH and VUG

OVLHVUG

OVLH—0.0%

VUG0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

OVLH$28 − $80 = −$52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee