OVS vs VOO

AOVS

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · OVS $13,062

Lowest cost0.03%VOO · $3 on $10k

Most income10.34%OVS · $1,034 on $10k

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

Held in common0.0%OVS and VOO

OVS

VOO

Overlay Shares Small Cap Equity ETF · $45MVanguard S&P 500 ETF · $1.00T

+19.5%3 years · per year$17,084 · $18,224+22.1%

+5.5%5 years · per year$13,062 · $17,156+11.4%

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

10.34%12-mo yield$1,034 · $110 on $10k1.10%

−9.9%Worst dropSmaller wins−8.9%

18.4%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · VOO

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 VOO

OVS

Overlay Shares Small Cap Equity

$13,062

VOO

Vanguard S&P 500

$17,156

MeasureOVSVOO

Fee0.83%0.03%

Cost on $10k a year$83$3

Yield10.34%1.10%

5 years, per year+5.5%+11.4%

3 years, per year+19.5%+22.1%

Worst drop · 1Y−9.9%−8.9%

Volatility · 1Y18.4%13.5%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: OVS, VOO

Today

0.0%most shared, OVS and VOO

OVSVOO

OVS—0.0%

VOO0.0%—

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

VOO$110 − $3 = $107

KeptFee

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