OVLH vs VTI
Overlay Shares Hedged Large Cap Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | OVLH | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $115M | $666.9B | |
| Dividend Yield | 0.29% | 1.07% | |
| Holdings | 10 | 3,543 | |
| YTD Return | +7.29% | +12.79% | |
| 1Y Return | +11.83% | +20.47% | |
| 3Y Return (annualized) | +15.79% | +21.53% | |
| 5Y Return (annualized) | +8.50% | +11.84% | |
| Volatility (annualized) | 11.5% | 15.3% | |
| Max Drawdown | -20.7% | -56.6% | |
| Fund Family | Overlay Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 14, 2021 | May 24, 2001 |
OVLH vs VTI Performance
Overlay Shares Hedged Large Cap Equity ETF (OVLH) is a ETF from Overlay Shares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year OVLH returned +11.83% while VTI returned +20.47%. Year to date, OVLH is up 7.29% versus a gain of 12.79% for VTI.
Over three years, OVLH compounded at +15.79% per year against +21.53% for VTI; over five years the annualized figures are +8.50% and +11.84% respectively. Across the full 6-year window we track, OVLH has the edge at +10.39% annualized vs +8.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.5% for OVLH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.7% for OVLH and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OVLH charges 0.80% per year while VTI charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, OVLH currently yields 0.29% against 1.07% for VTI.
Holdings Overlap
OVLH and VTI share 0 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OVLH or VTI?
OVLH has an expense ratio of 0.80% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, OVLH or VTI?
Over the past year OVLH returned +11.83% vs +20.47% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), OVLH annualized +10.39% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, OVLH or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.5% for OVLH. Worst drawdown: OVLH -20.7% vs VTI -56.6%.
Should I hold both OVLH and VTI?
OVLH and VTI have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between OVLH and VTI?
OVLH and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, OVLH or VTI?
OVLH yields 0.29% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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