IJR vs OVS
YTDYear to date
OVS wins+0.4 pts
Past year
OVS wins+1.1 pts
Fee
IJR winslower fee
Yield
OVS wins+9.1 pts
AUM
IJR2379.9× more
3–1OVS wins
IJR and OVS · year-to-date · as of Nov 5, 2026 · AUM not scored
OVS vs IJR
YTD$37.84 · −4.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareIJR+ S&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−4.6%−1.1%−8.6%+15.7%+20.6%+70.8%+30.6%+108.3%
Peer average−3.4%+0.2%−6.2%+14.3%+18.0%+65.3%+34.8%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Overlay Shares OVS and IJR · total return, dividends in · as of Nov 5, 2026
OVS’s Holdings
TodayOverlay Shares OVS · 11 holdings · top 1 shown · tile size = share of the fund · as of Nov 5, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +15.4% | +15.4% | $108B | |
| 2 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +10.8% | +10.8% | $77.4B | |
| 3 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.3% | +11.2% | +11.2% | $76.9B | |
| 4 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +12.6% | +12.6% | $35.2B | |
| 5 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +15.9% | +15.9% | $35.1B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.3% | +19.4% | +19.4% | $32.3B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +18.4% | +18.4% | $28.3B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +5.0% | +5.0% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +13.7% | +13.7% | $22.4B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +11.0% | +11.0% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +15.4% | +15.4% | $16.1B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +17.7% | +17.7% | $14.3B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +10.7% | +10.7% | $14.1B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +16.2% | +16.2% | $7.8B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +14.0% | +14.0% | $7.5B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +17.6% | +17.6% | $6.4B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 5, 2026
OVS Payouts by Year
8YLatest payout, Oct 2026
$0.34
a share · every month
10.3% yield
10.3% yield
8 years added up
$10.40 a share
$10.40 a share
Overlay Shares OVS · per-share distributions by ex-date · 2019–2026
OVS’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | −3.8% | +15.4% | +19.4% | $108B | |
| 2 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | −4.6% | +10.8% | +13.5% | $77.4B | |
| 3 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.3% | −4.0% | +11.2% | +14.6% | $76.9B | |
| 4 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | −3.8% | +12.6% | +17.3% | $35.2B | |
| 5 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | −2.9% | +15.9% | +20.7% | $35.1B | |
| 6 | OVS | Overlay Shares Small Cap Equity ETFThis fund | 0.83% | 10.3% | −4.6% | +15.7% | +20.6% | $45.2M |
#35 of 97 this year · #106 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
OVS and its peer group · total return · as of Nov 6, 2026
Cards for This View
OVS’s Top 10 Holdings
Today100.0%of OVS sits in these 1
Overlay Shares OVS · weight in the fund · as of Nov 5, 2026
OVS’s Holdings
TodayOverlay Shares OVS · 11 holdings · top 1 shown · tile size = share of the fund · as of Nov 5, 2026
OVS vs Peer Average
YTDOVSAvsBPeer average
1D−4.6%−3.4%
1M−1.1%+0.2%
3M−8.6%−6.2%
YTD+15.7%+14.3%
1Y+20.6%+18.0%
3Y+70.8%+65.3%
5Y+30.6%+34.8%
3–4Peer average wins
110 Small cap peers · each row scaled to its leader