OVM vs VOO

AOVM

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · OVM $10,626

Lowest cost0.03%VOO · $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 VOO

OVM

VOO

Overlay Shares Municipal Bond ETF · $46MVanguard S&P 500 ETF · $1.00T

+7.1%3 years · per year$12,297 · $19,172+24.2%

+1.2%5 years · per year$10,626 · $18,115+12.6%

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

5.74%12-mo yield$574 · $105 on $10k1.05%

−6.4%Worst dropSmaller wins−8.9%

5.6%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVM · VOO

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

Held in common0.0%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.74%	+0.9%	+2.4%	+3.1%	+7.1%	+1.2%	−6.4%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.74%	+0.9%	+2.4%	+3.1%	+7.1%	+1.2%	−6.4%	$46M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVM vs VOO

OVM

Overlay Shares Municipal Bond

$10,626

VOO

Vanguard S&P 500

$18,115

MeasureOVMVOO

Fee0.81%0.03%

Cost on $10k a year$81$3

Yield5.74%1.05%

5 years, per year+1.2%+12.6%

3 years, per year+7.1%+24.2%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y5.6%12.8%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: OVM, VOO

Today

0.0%most shared, OVM and VOO

OVMVOO

OVM—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$493most kept, OVM

OVM$574 − $81 = $493

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee