OVT vs VOO

AOVT

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · OVT $11,442

Lowest cost0.03%VOO · $3 on $10k

Most income7.83%OVT · $783 on $10k

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

Held in common0.0%OVT and VOO

OVT

VOO

Overlay Shares Short Term Bond ETF · $62MVanguard S&P 500 ETF · $1.00T

+8.0%3 years · per year$12,600 · $18,224+22.1%

+2.7%5 years · per year$11,442 · $17,156+11.4%

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

7.83%12-mo yield$783 · $110 on $10k1.10%

−2.0%Worst dropSmaller wins−8.9%

4.2%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · 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	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

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	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

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 VOO

OVT

Overlay Shares Short Term Bond

$11,443

VOO

Vanguard S&P 500

$17,156

MeasureOVTVOO

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield7.83%1.10%

5 years, per year+2.7%+11.4%

3 years, per year+8.0%+22.1%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y4.2%13.5%

3–3measures won
level

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: OVT, VOO

Today

0.0%most shared, OVT and VOO

OVTVOO

OVT—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

$704most kept, OVT

OVT$783 − $79 = $704

VOO$110 − $3 = $107

KeptFee

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