OVT vs BSV

AOVT

BBSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,442OVT · BSV $11,005

Lowest cost0.03%BSV · $3 on $10k

Most income7.83%OVT · $783 on $10k

Smallest drop−1.4%BSV · worst fall in 1Y

Held in common[…]OVT and BSV

OVT

BSV

Overlay Shares Short Term Bond ETF · $62MVanguard Short-Term Bond ETF · $45.4B

+8.0%3 years · per year$12,600 · $11,510+4.8%

+2.7%5 years · per year$11,442 · $11,005+1.9%

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

7.83%12-mo yield$783 · $409 on $10k4.09%

−2.0%Worst dropSmaller wins−1.4%

4.2%VolatilityLower wins1.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · BSV

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

Held in common[…]

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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.83%	−0.8%	+1.6%	+3.3%	+8.0%	+2.7%	−2.0%	$62M
2	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B

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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.83%	−0.8%	+1.6%	+3.3%	+8.0%	+2.7%	−2.0%	$62M
2	BBSV	Vanguard Short-Term Bond ETFRead Desk		0.03%	4.09%	+0.2%	+1.2%	+1.9%	+4.8%	+1.9%	−1.4%	$45.4B

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

OVT vs BSV

OVT

Overlay Shares Short Term Bond

$11,443

BSV

Vanguard Short-Term Bond

$11,005

MeasureOVTBSV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield7.83%4.09%

5 years, per year+2.7%+1.9%

3 years, per year+8.0%+4.8%

Worst drop · 1Y−2.0%−1.4%

Volatility · 1Y4.2%1.9%

3–3measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OVT, BSV

Today

[…]holdings […]

OVTBSV

OVT—[…]

BSV[…]—

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

Income After Fees on $10,000

$704most kept, OVT

OVT$783 − $79 = $704

BSV$409 − $3 = $406

KeptFee

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