OVT vs IUSB

AOVT

BIUSB

Measures won4–2OVT wins · of 6 · 5Y

$10,000 · 5Y$11,534OVT · IUSB $10,113

Lowest cost0.06%IUSB · $6 on $10k

Most income7.77%OVT · $777 on $10k

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

Held in common[…]OVT and IUSB

OVT

IUSB

Overlay Shares Short Term Bond ETF · $62MiShares Core Universal USD Bond ETF · $50.1B

+8.2%3 years · per year$12,663 · $11,881+5.9%

+2.9%5 years · per year$11,534 · $10,113+0.2%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

7.77%12-mo yield$777 · $434 on $10k4.34%

−2.0%Worst dropSmaller wins−4.3%

4.1%VolatilityLower wins3.9%

4–2OVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · IUSB

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

Held in common[…]

End-of-day Nov 4, 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%	7.77%	+0.7%	+2.4%	+4.0%	+8.2%	+2.9%	−2.0%	$62M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.1B

End-of-day Nov 4, 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%	7.77%	+0.7%	+2.4%	+4.0%	+8.2%	+2.9%	−2.0%	$62M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVT vs IUSB

OVT

Overlay Shares Short Term Bond

$11,534

IUSB

iShares Core Universal USD Bond

$10,113

MeasureOVTIUSB

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield7.77%4.34%

5 years, per year+2.9%+0.2%

3 years, per year+8.2%+5.9%

Worst drop · 1Y−2.0%−4.3%

Volatility · 1Y4.1%3.9%

4–2measures won
OVT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OVT, IUSB

Today

[…]holdings […]

OVTIUSB

OVT—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$698most kept, OVT

OVT$777 − $79 = $698

IUSB$434 − $6 = $428

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee