OVS vs IWM

AOVS

BIWM

Measures won5–1OVS wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income10.05%OVS · $1,005 on $10k

Smallest drop−9.9%OVS · worst fall in 1Y

Held in common0.0%OVS and IWM

OVS

IWM

Overlay Shares Small Cap Equity ETF · $45MiShares Russell 2000 ETF · $75.8B

+21.4%3 years · per year$17,895 · $17,832+21.3%

+6.1%5 years · per year$13,428 · $13,064+5.5%

0.83%Expense ratio$83 · $19 on $10k · lower wins0.19%

10.05%12-mo yield$1,005 · $98 on $10k0.98%

−9.9%Worst dropSmaller wins−11.1%

17.7%VolatilityLower wins18.1%

5–1OVS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOVS · IWM

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AOVS	Overlay Shares Small Cap Equity ETFRead Desk	0.83%	10.05%	−0.4%	+19.1%	+22.5%	+21.4%	+6.1%	−9.9%	$45M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	AOVS	Overlay Shares Small Cap Equity ETFRead Desk	0.83%	10.05%	−0.4%	+19.1%	+22.5%	+21.4%	+6.1%	−9.9%	$45M
4	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

OVS vs IWM

OVS

Overlay Shares Small Cap Equity

$13,428

IWM

iShares Russell 2000

$13,064

MeasureOVSIWM

Fee0.83%0.19%

Cost on $10k a year$83$19

Yield10.05%0.98%

5 years, per year+6.1%+5.5%

3 years, per year+21.4%+21.3%

Worst drop · 1Y−9.9%−11.1%

Volatility · 1Y17.7%18.1%

5–1measures won
OVS first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: OVS, IWM, VUG, IWF

Today

77.8%most shared, VUG and IWF

OVSIWMVUGIWF

OVS—0.0%0.0%0.0%

IWM0.0%—0.0%0.0%

VUG0.0%0.0%—77.8%

IWF0.0%0.0%77.8%—

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

Income After Fees on $10,000

$922most kept, OVS

OVS$1,005 − $83 = $922

IWM$98 − $19 = $79

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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