OVS vs VBK

AOVS

BVBK

Measures won5–1OVS wins · of 6 · 5Y

$10,000 · 5Y$13,062OVS · VBK $11,151

Lowest cost0.05%VBK · $5 on $10k

Most income10.35%OVS · $1,035 on $10k

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

Held in common0.0%OVS and VBK

OVS

VBK

Overlay Shares Small Cap Equity ETF · $44MVanguard Morningstar Small-Cap Growth ETF · $22.8B

+19.2%3 years · per year$16,943 · $16,320+17.7%

+5.5%5 years · per year$13,061 · $11,151+2.2%

0.83%Expense ratio$83 · $5 on $10k · lower wins0.05%

10.35%12-mo yield$1,035 · $44 on $10k0.44%

−9.9%Worst dropSmaller wins−13.6%

18.3%VolatilityLower wins21.1%

5–1OVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · VBK

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

Held in common0.0%

End-of-day Nov 6, 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	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$44M
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$44M
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVS vs VBK

OVS

Overlay Shares Small Cap Equity

$13,062

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

MeasureOVSVBK

Fee0.83%0.05%

Cost on $10k a year$83$5

Yield10.35%0.44%

5 years, per year+5.5%+2.2%

3 years, per year+19.2%+17.7%

Worst drop · 1Y−9.9%−13.6%

Volatility · 1Y18.3%21.1%

5–1measures won
OVS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OVS, VBK

Today

0.0%most shared, OVS and VBK

OVSVBK

OVS—0.0%

VBK0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$952most kept, OVS

OVS$1,035 − $83 = $952

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee