BND vs OVB
YTDYear to date
OVB wins+0.3 pts
Past year
OVB wins+1.0 pt
Fee
BND winslower fee
Yield
OVB wins+2.6 pts
AUM
BND3347.1× more
3–1OVB wins
BND and OVB · year-to-date · as of Nov 5, 2026 · AUM not scored
OVB vs S&P 500
YTD$19.60 · −1.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−1.0%+1.1%−1.6%+0.4%+1.4%+24.8%+0.2%+11.4%
Peer average+0.1%+2.3%−0.3%+0.1%+0.6%+19.2%+3.3%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Overlay Shares OVB and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
OVB’s Holdings
TodayFinancial Services
Overlay Shares OVB · 11 holdings · top 1 shown · tile size = share of the fund · as of Nov 5, 2026
All 91 Core Aggregate ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | BND | Total Bond MarketReadDesk | 0.03% | 4.1% | +0.1% | +0.1% | $161B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | 0.03% | 4.1% | +0.1% | +0.1% | $139B | |
| 3 | IUSB | Core Universal USD BondReadDesk | 0.06% | 4.3% | +0.2% | +0.2% | $50.3B | |
| 4 | BSV | Short-Term BondReadDesk | 0.03% | 4.1% | +1.2% | +1.2% | $45.4B | |
| 5 | BIV | Intermediate-Term BondReadDesk | 0.03% | 4.5% | −0.7% | −0.7% | $28.1B | |
| 6 | FBND | Fidelity Total BondReadDesk | 0.36% | 4.8% | 0.0% | 0.0% | $27.9B | |
| 7 | JCPB | JPMorgan Core Plus BondReadDesk | 0.40% | 5.0% | +0.4% | +0.4% | $17.4B | |
| 8 | DFCF | Dimensional - Core Fixed IncomeReadDesk | 0.18% | 4.5% | −0.1% | −0.1% | $11.7B | |
| 9 | SCHZ | U.S. Aggregate BondReadDesk | 0.03% | 4.3% | 0.0% | 0.0% | $10.8B | |
| 10 | SPAB | State Street SPDR Portfolio Aggregate BondReadDesk | 0.03% | 4.2% | +0.1% | +0.1% | $10.3B | |
| 11 | VCRB | Core BondReadDesk | 0.10% | 4.8% | 0.0% | 0.0% | $7.6B | |
| 12 | CGCB | Capital Group Core BondReadDesk | 0.27% | 4.3% | −0.2% | −0.2% | $6.8B | |
| 13 | EVTR | Eaton Vance Total Return BondReadDesk | 0.32% | 5.0% | −0.1% | −0.1% | $6.6B | |
| 14 | BLV | Long-Term BondReadDesk | 0.03% | 5.0% | −2.0% | −2.0% | $5.3B | |
| 15 | EAGG | ESG Aware U.S. Aggregate BondReadDesk | 0.10% | 4.1% | 0.0% | 0.0% | $5.1B | |
| 16 | SMTH | ALPS Funds Smith Core Plus BondReadDesk | 0.59% | 4.4% | −0.2% | −0.2% | $3.7B |
1–16 of 91Page 1 of 6
Core Aggregate · current AUM · as of Nov 5, 2026
OVB Payouts by Year
8YLatest payout, Oct 2026
$0.10
a share · every month
6.7% yield
6.7% yield
8 years added up
$7.77 a share
$7.77 a share
Overlay Shares OVB · per-share distributions by ex-date · 2019–2026
OVB’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market ETFReadVersus | 0.03% | 4.1% | +0.2% | +0.1% | +0.4% | $161B | |
| 2 | AGG | iShares Core U.S. Aggregate Bond ETFReadVersus | 0.03% | 4.1% | +0.2% | +0.1% | +0.5% | $139B | |
| 3 | IUSB | iShares Core Universal USD Bond ETFReadVersus | 0.06% | 4.3% | +0.2% | +0.2% | +0.6% | $50.3B | |
| 4 | BSV | Vanguard Short-Term Bond ETFReadVersus | 0.03% | 4.1% | +0.2% | +1.2% | +1.9% | $45.4B | |
| 5 | BIV | Vanguard Intermediate-Term Bond ETFReadVersus | 0.03% | 4.5% | +0.3% | −0.7% | −0.2% | $28.1B | |
| 6 | OVB | Overlay Shares Core Bond ETFThis fund | 0.79% | 6.7% | −1.0% | +0.4% | +1.4% | $48.2M |
#20 of 82 this year · #86 cheapest of 91 · sorted by assetsOpen the Bonds & Cash table →
OVB and its peer group · total return · as of Nov 6, 2026
Cards for This View
OVB’s Top 10 Holdings
Today100.0%of OVB sits in these 1
Overlay Shares OVB · weight in the fund · as of Nov 5, 2026
OVB’s Holdings
TodayFinancial Services
Overlay Shares OVB · 11 holdings · top 1 shown · tile size = share of the fund · as of Nov 5, 2026
OVB vs Peer Average
YTDOVBAvsBPeer average
1D−1.0%+0.1%
1M+1.1%+2.3%
3M−1.6%−0.3%
YTD+0.4%+0.1%
1Y+1.4%+0.6%
3Y+24.8%+19.2%
5Y+0.2%+3.3%
3–4Peer average wins
90 Core aggregate peers · each row scaled to its leader