OVL vs OVS — dividend comparison tool

OVL currently yields 8.09% TTM versus OVS at 8.62%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

OVLOVS
DRIP Performance Comparison
Live DRIP backtest starting at $10,000
OVL
OVS

*Live backtest using backend DRIP simulation. Range: 2025-09-08 to 2026-09-08.

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
Adj. close

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Best Total Return

No data

Highest Dividend Income

No data

Best Avg Annual Return

No data

Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
OVL$57.33

Overlay Shares Large Cap Equity ETF

OVS$41.06

Overlay Shares Small Cap Equity ETF

Dividend Information

Dividend Yield
8.09%
8.62%
Annual Dividend
$4.64
$3.54
Dividend Growth (5yr)
-
-
Years of Growth
3
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

OVL

1 holdings
Technology38.61%
Financial Services11.41%
Communication Services9.91%
Consumer Cyclical9.51%
Healthcare8.90%
Industrials8.46%
Consumer Defensive4.53%
Energy2.98%
Utilities2.20%
Real Estate1.83%
Basic Materials1.66%

Top 10 holdings

NameWeight
VOOVanguard S&P 500 ETF100.08%
Top 10100.08%

OVS

1 holdings
Financial Services17.78%
Industrials15.30%
Technology14.77%
Consumer Cyclical13.36%
Healthcare11.00%
Real Estate7.57%
Energy6.02%
Basic Materials4.60%
Consumer Defensive4.45%
Communication Services3.35%
Utilities1.80%
Cash & Others0.00%

Top 10 holdings

NameWeight
IJRiShares Core S&P Small-Cap ETF100.16%
Top 10100.16%

Overlap & differences

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

101
OVLSharedOVS

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

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

Sector drift (OVL vs OVS)

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

OVL overweight (left)OVS overweight (right)
0 shown

Overlapping tickers

No matching tickers.

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OVL vs OVS Dividend Comparison | DRIP Tool | Dividend Wealth