OVT vs BND

AOVT

BBND

Measures won4–2OVT wins · of 6 · 5Y

$10,000 · 5Y$11,464OVT · BND $9,944

Lowest cost0.03%BND · $3 on $10k

Most income7.82%OVT · $782 on $10k

Smallest drop−2.0%OVT · worst fall in 1Y

Held in common[…]OVT and BND

OVT

BND

Overlay Shares Short Term Bond ETF · $62MVanguard Total Bond Market ETF · $161B

+8.1%3 years · per year$12,623 · $11,655+5.2%

+2.8%5 years · per year$11,464 · $9,944−0.1%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

7.82%12-mo yield$782 · $415 on $10k4.15%

−2.0%Worst dropSmaller wins−4.5%

4.1%VolatilityLower wins4.0%

4–2OVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · BND

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

Held in common[…]

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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.82%	0.0%	+1.8%	+3.4%	+8.1%	+2.8%	−2.0%	$62M
2	BBND	Vanguard Total Bond Market ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B

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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.82%	0.0%	+1.8%	+3.4%	+8.1%	+2.8%	−2.0%	$62M
2	BBND	Vanguard Total Bond Market ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B

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

OVT vs BND

OVT

Overlay Shares Short Term Bond

$11,464

BND

Vanguard Total Bond Market

$9,944

MeasureOVTBND

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield7.82%4.15%

5 years, per year+2.8%−0.1%

3 years, per year+8.1%+5.2%

Worst drop · 1Y−2.0%−4.5%

Volatility · 1Y4.1%4.0%

4–2measures won
OVT first

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

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 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 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

Overlap: OVT, BND

Today

[…]holdings […]

OVTBND

OVT—[…]

BND[…]—

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

Income After Fees on $10,000

$703most kept, OVT

OVT$782 − $79 = $703

BND$415 − $3 = $412

KeptFee

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