Overlay Shares’ Total Funds
1Y8 funds · 100% made money
Overlay Shares ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
Overlay Shares’ Total Holdings
Today$900Min 8 funds · 4 categories
CategoryFundsAssets ▼Share
US stocks3$659M73%
Bonds & cash3$155M17%
International1$66.1M7%
Income1$20.2M2%
Overlay Shares ETFs · current holdings · as of Nov 4, 2026
Overlay Shares’ Share of the ETF Market
Today0%of all US ETF AUM is in Overlay Shares funds
$900M of $16.40T · 8 of 5,803
$900M of $16.40T · 8 of 5,803
Overlay Shares’ AUMEveryone elseNo Overlay Shares funds · 5 bucketsTile size = the bucket’s total AUM
Overlay Shares ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
Top 10 Overlay Shares ETFs
Today$900M · 100% of $900M
Overlay Shares ETFs · 8 of 8 by assets · as of Nov 4, 2026
Overlay Shares’ Best ETFs
1Y+22.5%OVS, the Overlay Small Cap Equity fund, led all 7
Overlay Shares ETFs · past-year returns · as of Nov 4, 2026
Overlay Shares’ 1-Year Record
1Y7–0made money · lost
of 7 with a full year
of 7 with a full year
100% made moneyAll ETFs 74%
Typical returnMiddle fund
Overlay Sh.+5.1%
All ETFs+6.9%
Best fundOVS +22.5%
Worst fundOVB +1.2%
Money made for investors$84.3M · 121st of 413 issuers
1 fund is under a year old and doesn’t count yet.
Overlay Shares ETFs · past-year returns · as of Nov 4, 2026
Overlay Shares vs iShares
1Y$84.3MMoney made$381B
$900MAssets$4.63T
$7.2MFees earned$7.5B
100%Win %80%
+5.1%Typical return+8.8%
$0.80Fee per $100$0.16
8Funds482
1Launches 202621
3–1iShares wins
Overlay Shares and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
Overlay Shares’ ETF Launches
20261in 20261in 12 months
Oct 231 fund
Overlay Nasdaq 100 Income
End-of-day Nov 4, 2026