PortfoliosLab logoPortfoliosLab logo

Overlay Shares Large Cap Equity ETF (OVL) belongs to the Derivative Income category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OVL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to OVL

OVL charges 0.79% annually. There are 106 ETFs in the Derivative Income category with lower expense ratios, going as low as 0.10%.


Best Risk-Adjusted Alternatives to OVL

OVL has a PortfoliosLab risk / return rank of 72. There are 37 ETFs in the Derivative Income category with higher risk-adjusted ranks, going as high as 96.


Top Performing OVL Alternatives (YTD)

OVL is at 13.42% YTD. There are 45 ETFs in the Derivative Income category with higher YTD returns, going as high as 182.49%.


Lowest Volatility Alternatives to OVL

OVL has 14.72% 1-year volatility. There are 104 ETFs in the Derivative Income category with lower 1-year volatility, going as low as 2.80%.


Lowest Drawdown Alternatives to OVL

OVL has a 1-year max drawdown of -8.73%. There are 63 ETFs in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -0.84%.


Other ETFs from Liquid Strategies

The 6 most viewed Liquid Strategies ETFs shown here include OVF, OVLH, OVM and span 6 categories. AUM among these funds goes as high as $94M.


Often Compared With OVL

Investors most often compare OVL with VOO, SPYI, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard S&P 500 ETFS&P 500
70
11.30%
1.70TSep 2010OVL vs VOO
NEOS S&P 500 High Income ETFDerivative Income, S&P 500
74
8.67%
10.67BAug 2022OVL vs SPYI
State Street SPDR S&P 500 ETFS&P 500
70
11.28%
783.21BJan 1993OVL vs SPY
Schwab U.S. Dividend Equity ETFDividend
89
19.84%
98.55BOct 2011OVL vs SCHD
NEOS Nasdaq-100 High Income ETFNasdaq-100, Derivative Income
57
11.31%
13.32BJan 2024OVL vs QQQI
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
67
9.45%
40.37BMay 2022OVL vs JEPQ
JPMorgan Equity Premium Income ETFDividend, Derivative Income
34
3.04%
45.17BMay 2020OVL vs JEPI
Schwab U.S. Large-Cap Growth ETFLarge Cap Growth Equities
35
7.23%
60.56BDec 2009OVL vs SCHG
Impact Shares NAACP Minority Empowerment ETFLarge Cap Growth Equities
88
21.35%
59.00MJul 2018OVL vs NACP
Goldman Sachs Nasdaq-100 Core Premium Income ETFNasdaq-100, Dividend
72
15.83%
5.03BOct 2023OVL vs GPIQ
Invesco S&P 500 Momentum ETFMomentum, S&P 500
60
26.26%
22.01BOct 2015OVL vs SPMO
Goldman Sachs S&P 500 Premium Income ETFDerivative Income, S&P 500
79
10.85%
4.77BOct 2023OVL vs GPIX
TappAlpha S&P 500 Growth & Daily Income ETFDerivative Income
63
9.17%
121.15MAug 2024OVL vs TSPY
Principal U.S. Mega-Cap ETFLarge Cap Growth Equities
60
9.85%
3.50BOct 2017OVL vs USMC
Invesco Dow Jones Industrial Average Dividend ETFLarge Cap Value Equities, Dividend
84
11.78%
475.48MDec 2015OVL vs DJD
State Street SPDR Portfolio S&P 500 High Dividend ...S&P 500, Dividend
60
14.87%
7.40BOct 2015OVL vs SPYD
Bridges Capital Tactical ETFLarge Cap Blend Equities
78
6.33%
42.09MMay 2023OVL vs BDGS
Adams Diversified Equity Fund, Inc.Large Cap Blend Equities
84
16.81%
Jan 1990OVL vs ADX
Calamos Autocallable Income ETFDerivative Income
69
9.07%
1.10MJun 2025OVL vs CAIE
Roundhill Innovation-100 0DTE Covered Call Strateg...Derivative Income, Options Trading
66
14.26%
923.83MMar 2024OVL vs QDTE

Compare OVL with Any Fund or Stock

Compare OVL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair OVL with funds that move differently

Overlay Shares Large Cap Equity ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OVL.

Explore OVL Diversifiers