OVS vs VBR

AOVS

BVBR

Measures won2–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR · OVS $13,428

Lowest cost0.05%VBR · $5 on $10k

Most income10.05%OVS · $1,005 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common0.0%OVS and VBR

OVS

VBR

Overlay Shares Small Cap Equity ETF · $45MVanguard Morningstar Small-Cap Value ETF · $35.1B

+21.4%3 years · per year$17,895 · $17,478+20.5%

+6.1%5 years · per year$13,428 · $15,249+8.8%

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

10.05%12-mo yield$1,005 · $180 on $10k1.80%

−9.9%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.9%

2–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · VBR

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

Held in common0.0%

End-of-day Nov 3, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	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

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	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

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

Cards for this view

OVS vs VBR

OVS

Overlay Shares Small Cap Equity

$13,428

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureOVSVBR

Fee0.83%0.05%

Cost on $10k a year$83$5

Yield10.05%1.80%

5 years, per year+6.1%+8.8%

3 years, per year+21.4%+20.5%

Worst drop · 1Y−9.9%−8.9%

Volatility · 1Y17.7%13.9%

4–2measures won
VBR first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OVS, VBR

Today

0.0%most shared, OVS and VBR

OVSVBR

OVS—0.0%

VBR0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$922most kept, OVS

OVS$1,005 − $83 = $922

VBR$180 − $5 = $175

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee