OVM vs VOO

AOVM

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

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

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

+1.2%5 years · per year$10,610 · $17,543+11.9%

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

5.74%12-mo yield$574 · $107 on $10k1.07%

−6.4%Worst dropSmaller wins−8.9%

5.7%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOVM · VOO

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

All Three

5Y3 funds

#
1	IVV	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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	IVV	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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	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 VOO

OVM

Overlay Shares Municipal Bond

$10,610

VOO

Vanguard S&P 500

$17,543

MeasureOVMVOO

Fee0.81%0.03%

Cost on $10k a year$81$3

Yield5.74%1.07%

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%13.7%

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

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

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: OVM, VOO, IVV

Today

92.7%most shared, VOO and IVV

OVMVOOIVV

OVM—0.0%0.0%

VOO0.0%—92.7%

IVV0.0%92.7%—

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

VOO$107 − $3 = $104

KeptFee

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