OVL vs OVS — stock comparison tool

OVL currently yields 8.43% TTM versus OVS at 9.24%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

OVLOVS

Performance Comparison

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

OVL

OVS

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-24 to 2026-10-24. 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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OVS Total Returns by Year

Calendar-year total returns, including reinvested dividends

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Best Total Return

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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$56.07

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Overlay Shares Large Cap Equity ETF

OVS$38.68

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Overlay Shares Small Cap Equity ETF

Dividend Information

Dividend Yield

8.43%

9.24%

Annual Dividend

$4.72

$3.57

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	100.07%
Top 10	100.07%

OVS

11 holdings

Financial Services17.16%

Technology15.69%

Industrials15.64%

Consumer Cyclical12.36%

Healthcare11.04%

Real Estate7.27%

Energy6.24%

Basic Materials4.79%

Consumer Defensive4.58%

Communication Services3.51%

Utilities1.73%

Cash & Others0.00%

Top 10 holdings

Name	Weight
IJRiShares Core S&P Small-Cap ETF	99.86%
Top 10	99.86%

Overlap & differences

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

OVLSharedOVS

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

OVL: 0% also in OVSOVS: 0% also in OVL

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

Sector drift (OVL vs OVS)

Left = heavier in OVL. Right = heavier in OVS.

OVL overweight (left)OVS overweight (right)

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