OVT vs SPYM

AOVT

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · OVT $11,486

Lowest cost0.02%SPYM · $2 on $10k

Most income7.80%OVT · $780 on $10k

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

Held in common0.0%OVT and SPYM

OVT

SPYM

Overlay Shares Short Term Bond ETF · $62MState Street SPDR Portfolio S&P 500 ETF · $179B

+7.5%3 years · per year$12,433 · $18,161+22.0%

+2.8%5 years · per year$11,486 · $17,553+11.9%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

7.80%12-mo yield$780 · $103 on $10k1.03%

−2.0%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · SPYM

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

Held in common0.0%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.80%	+0.5%	+2.0%	+3.8%	+7.5%	+2.8%	−2.0%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.80%	+0.5%	+2.0%	+3.8%	+7.5%	+2.8%	−2.0%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVT vs SPYM

OVT

Overlay Shares Short Term Bond

$11,486

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureOVTSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield7.80%1.03%

5 years, per year+2.8%+11.9%

3 years, per year+7.5%+22.0%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y4.2%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OVT, SPYM

Today

0.0%most shared, OVT and SPYM

OVTSPYM

OVT—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$701most kept, OVT

OVT$780 − $79 = $701

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee