OVL vs OVLH — stock comparison tool

OVL currently yields 8.31% TTM versus OVLH at 0.28%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

OVLOVLH

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

OVL

OVLH

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

OVL Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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OVLH Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

OVL$56.86

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Overlay Shares Large Cap Equity ETF

OVLH$42.30

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Overlay Shares Hedged Large Cap Equity ETF

Dividend Information

Dividend Yield

8.31%

0.28%

Annual Dividend

$4.72

$0.12

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

OVL

11 holdings

Technology38.62%

Financial Services11.98%

Communication Services9.48%

Consumer Cyclical9.29%

Healthcare9.26%

Industrials7.73%

Consumer Defensive4.45%

Energy3.47%

Utilities1.98%

Basic Materials1.93%

Real Estate1.80%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VOOVanguard S&P 500 ETF	99.89%
Top 10	99.89%

OVLH

9 holdings

Technology40.48%

Financial Services11.14%

Communication Services9.95%

Healthcare9.26%

Consumer Cyclical8.75%

Industrials7.55%

Consumer Defensive4.33%

Energy3.40%

Utilities1.88%

Real Estate1.70%

Basic Materials1.56%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VOOVanguard S&P 500 ETF	97.96%
Top 10	97.96%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

OVLSharedOVLH

Overlap by weight

98%

Share of portfolio weight that appears in both funds.

# overlapping holdings

OVL: 100% also in OVLHOVLH: 100% also in OVL

OVL: showing top 1 holdings by weight (of 11) · OVLH: showing top 1 holdings by weight (of 9). Overlap counts use this top slice, not the full fund book.

Sector drift (OVL vs OVLH)

Left = heavier in OVL. Right = heavier in OVLH.

OVL overweight (left)OVLH overweight (right)

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Overlapping tickers


VOO	Financial Services	Asset Management	99.9%	98.0%	98.0%

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