OVL vs SPY — stock comparison tool

OVL currently yields 8.36% TTM versus SPY at 0.98%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-27 to 2026-10-27. 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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SPY 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)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
OVL$56.50
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Overlay Shares Large Cap Equity ETF

SPY$765.37
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State Street SPDR S&P 500 ETF

Dividend Information

Dividend Yield
8.36%
0.98%
Annual Dividend
$4.72
$7.53
Dividend Growth (5yr)
-
-
Years of Growth
3
16
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

NameWeight
VOOVanguard S&P 500 ETF100.07%
Top 10100.07%

SPY

504 holdings
Technology37.57%
Financial Services12.08%
Healthcare9.94%
Communication Services9.23%
Consumer Cyclical8.96%
Industrials8.03%
Consumer Defensive4.95%
Energy3.73%
Utilities2.04%
Real Estate1.75%
Basic Materials1.70%
Cash & Others0.28%

Top 10 holdings

NameWeight
NVDANVIDIA CORP7.77%
AAPLAPPLE INC7.72%
MSFTMICROSOFT CORP5.93%
AMZNAMAZON.COM INC3.70%
GOOGLALPHABET INC CL A2.86%
AVGOBROADCOM INC2.33%
GOOGALPHABET INC CL C2.30%
METAMETA PLATFORMS INC CLASS A2.16%
TSLATESLA INC1.60%
LLYELI LILLY + CO1.55%
Top 1037.92%

Overlap & differences

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

10100
OVLSharedSPY

Overlap by weight

0%

Share of portfolio weight that appears in both funds.

# overlapping holdings

0

OVL: 0% also in SPYSPY: 0% also in OVL

OVL: showing top 1 holdings by weight (of 11) · SPY: showing top 100 holdings by weight (of 504). Overlap counts use this top slice, not the full fund book.

Sector drift (OVL vs SPY)

Left = heavier in OVL. Right = heavier in SPY.

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

Overlapping tickers

No matching tickers.

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OVL vs SPY Dividend Comparison | DRIP Tool | Dividend Wealth