OVS vs VB

AOVS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,310VB · OVS $13,062

Lowest cost0.03%VB · $3 on $10k

Most income10.34%OVS · $1,034 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common0.0%OVS and VB

OVS

Overlay Shares Small Cap Equity ETF · $45MVanguard Morningstar Small-Cap ETF · $76.9B

+19.5%3 years · per year$17,084 · $16,641+18.5%

+5.5%5 years · per year$13,062 · $13,310+5.9%

0.83%Expense ratio$83 · $3 on $10k · lower wins0.03%

10.34%12-mo yield$1,034 · $129 on $10k1.28%

−9.9%Worst dropSmaller wins−9.0%

18.4%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · VB

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

Held in common0.0%

End-of-day Nov 5, 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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.34%	−4.6%	+15.7%	+20.6%	+19.5%	+5.5%	−9.9%	$45M

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.34%	−4.6%	+15.7%	+20.6%	+19.5%	+5.5%	−9.9%	$45M

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

Cards for this view

OVS vs VB

OVS

Overlay Shares Small Cap Equity

$13,062

Vanguard Morningstar Small-Cap

$13,310

MeasureOVSVB

Fee0.83%0.03%

Cost on $10k a year$83$3

Yield10.34%1.28%

5 years, per year+5.5%+5.9%

3 years, per year+19.5%+18.5%

Worst drop · 1Y−9.9%−9.0%

Volatility · 1Y18.4%16.2%

4–2measures won
VB first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OVS, VB

Today

0.0%most shared, OVS and VB

OVSVB

OVS—0.0%

VB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$951most kept, OVS

OVS$1,034 − $83 = $951

VB$129 − $3 = $126

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee