Overlay Shares Core Bond ETF (OVB) belongs to the Intermediate Core Bond category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OVB. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OVB
OVB charges 0.79% annually. There are 60 ETFs in the Intermediate Core Bond category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.03% | 1.02B | Dec 2018 | OVB vs BBAG | |
| Vanguard Intermediate-Term Bond Index ETF | 0.03% | 52.20B | Apr 2007 | OVB vs BIV | |
| iShares iBonds Dec 2033 Term Treasury ETF | 0.07% | 474.70M | Jun 2023 | OVB vs IBTO | |
| iShares iBonds Dec 2044 Term Treasury ETF | 0.07% | 101.75M | Jun 2024 | OVB vs IBGA | |
| iShares iBonds Dec 2032 Term Treasury ETF | 0.07% | 550.62M | Jul 2022 | OVB vs IBTM |
Best Risk-Adjusted Alternatives to OVB
OVB has a PortfoliosLab risk / return rank of 56. There are 7 ETFs in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SGI Enhanced Core ETF | 96 | 364.51M | Feb 2024 | OVB vs USDX | |
| Aptus Enhanced Yield ETF | 91 | 217.59M | Oct 2022 | OVB vs JUCY | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | 77 | 9.76M | Jul 2023 | OVB vs USFI | |
| State Street My2029 Corporate Bond ETF | 76 | 35.77M | Sep 2024 | OVB vs MYCI | |
| 3EDGE Dynamic Fixed Income ETF | 72 | 236.02M | Oct 2024 | OVB vs EDGF |
Top Performing OVB Alternatives (YTD)
OVB is at 2.20% YTD. There are 3 ETFs in the Intermediate Core Bond category with higher YTD returns, going as high as 3.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aptus Enhanced Yield ETF | 3.41% | 217.59M | Oct 2022 | OVB vs JUCY | |
| SGI Enhanced Core ETF | 2.42% | 364.51M | Feb 2024 | OVB vs USDX | |
| Defined Duration 5 ETF | 2.37% | — | Nov 2025 | OVB vs DDV | |
| Hartford Schroders Tax-Aware Bond ETF | 1.50% | 297.38M | Apr 2018 | OVB vs HTAB | |
| 3EDGE Dynamic Fixed Income ETF | 1.01% | 236.02M | Oct 2024 | OVB vs EDGF |
Lowest Volatility Alternatives to OVB
OVB has 5.84% 1-year volatility. There are 61 ETFs in the Intermediate Core Bond category with lower 1-year volatility, going as low as 1.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | 1.89% | 236.02M | Oct 2024 | OVB vs EDGF | |
| SGI Enhanced Core ETF | 2.07% | 364.51M | Feb 2024 | OVB vs USDX | |
| State Street My2029 Corporate Bond ETF | 2.13% | 35.77M | Sep 2024 | OVB vs MYCI | |
| Frontier Asset Core Bond ETF | 2.32% | 43.77M | Dec 2024 | OVB vs FCBD | |
| ClearShares Piton Intermediate Fixed Income ETF | 2.62% | 97.82M | Oct 2020 | OVB vs PIFI |
Lowest Drawdown Alternatives to OVB
OVB has a 1-year max drawdown of -2.49%. There are 9 ETFs in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -0.64%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | -0.64% | 236.02M | Oct 2024 | OVB vs EDGF | |
| Aptus Enhanced Yield ETF | -0.94% | 217.59M | Oct 2022 | OVB vs JUCY | |
| SGI Enhanced Core ETF | -0.94% | 364.51M | Feb 2024 | OVB vs USDX | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.07% | 9.76M | Jul 2023 | OVB vs USFI | |
| Build Bond Innovation ETF | -1.09% | 10.78M | Feb 2022 | OVB vs BFIX |
Other ETFs from Liquid Strategies
The 6 most viewed Liquid Strategies ETFs shown here include OVL, OVF, OVLH and span 6 categories. AUM among these funds goes as high as $183M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Overlay Shares Large Cap Equity ETF | Derivative Income | 69 | 12.79% | 182.90M | Sep 2019 | OVB vs OVL | |
| Overlay Shares Foreign Equity ETF | Foreign Large Cap Equities | 54 | 12.88% | 29.60M | Sep 2019 | OVB vs OVF | |
| Overlay Shares Hedged Large Cap Equity ETF | Equity Hedged | 54 | 6.29% | 94.33M | Jan 2021 | OVB vs OVLH | |
| Overlay Shares Municipal Bond ETF | Municipal Bonds | 89 | 3.62% | 30.60M | Sep 2019 | OVB vs OVM | |
| Overlay Shares Small Cap Equity ETF | Small Cap Blend Equities | 81 | 25.05% | 16.00M | Sep 2019 | OVB vs OVS | |
| Overlay Shares Short Term Bond ETF | Corporate Bonds | 84 | 2.73% | 49.77M | Jan 2021 | OVB vs OVT |
Often Compared With OVB
Investors most often compare OVB with NFLT, SPY, ^GSPC. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OVB with Any Fund or Stock
Compare OVB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OVB with funds that move differently
Overlay Shares Core Bond ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OVB.
Explore OVB Diversifiers