OVM vs IVV

AOVM

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · OVM $10,610

Lowest cost0.03%IVV · $3 on $10k

Most income5.74%OVM · $574 on $10k

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

Held in common0.0%OVM and IVV

OVM

IVV

Overlay Shares Municipal Bond ETF · $46MiShares Core S&P 500 ETF · $875B

+6.2%3 years · per year$11,994 · $18,159+22.0%

+1.2%5 years · per year$10,610 · $17,545+11.9%

0.81%Expense ratio$81 · $3 on $10k · lower wins0.03%

5.74%12-mo yield$574 · $111 on $10k1.11%

−6.4%Worst dropSmaller wins−8.9%

5.7%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVM · IVV

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.74%	+0.4%	+2.4%	+3.4%	+6.2%	+1.2%	−6.4%	$46M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.74%	+0.4%	+2.4%	+3.4%	+6.2%	+1.2%	−6.4%	$46M

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

OVM vs IVV

OVM

Overlay Shares Municipal Bond

$10,610

IVV

iShares Core S&P 500

$17,545

MeasureOVMIVV

Fee0.81%0.03%

Cost on $10k a year$81$3

Yield5.74%1.11%

5 years, per year+1.2%+11.9%

3 years, per year+6.2%+22.0%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y5.7%13.8%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: OVM, IVV

Today

0.0%most shared, OVM and IVV

OVMIVV

OVM—0.0%

IVV0.0%—

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

Income After Fees on $10,000

$493most kept, OVM

OVM$574 − $81 = $493

IVV$111 − $3 = $108

KeptFee

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