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

Cheapest Alternatives to OVLH

OVLH charges 0.80% annually. There are 16 ETFs in the Equity Hedged category with lower expense ratios, going as low as 0.25%.


Best Risk-Adjusted Alternatives to OVLH

OVLH has a PortfoliosLab risk / return rank of 65. There are 11 ETFs in the Equity Hedged category with higher risk-adjusted ranks, going as high as 93.


Top Performing OVLH Alternatives (YTD)

OVLH is at 7.26% YTD. There are 11 ETFs in the Equity Hedged category with higher YTD returns, going as high as 73.41%.


Lowest Volatility Alternatives to OVLH

OVLH has 8.46% 1-year volatility. There are 7 ETFs in the Equity Hedged category with lower 1-year volatility, going as low as 2.93%.


Lowest Drawdown Alternatives to OVLH

OVLH has a 1-year max drawdown of -6.36%. There are 10 ETFs in the Equity Hedged category with shallower 1-year drawdowns, going as shallow as -1.70%.


Other ETFs from Liquid Strategies

The 6 most viewed Liquid Strategies ETFs shown here include OVL, OVF, OVM and span 6 categories. AUM among these funds goes as high as $183M.


Often Compared With OVLH

Investors most often compare OVLH with SPY, FHEQ, USMC. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993OVLH vs SPY
Fidelity Hedged Equity ETFEquity Hedged
63
8.69%
Apr 2024OVLH vs FHEQ
Principal U.S. Mega-Cap ETFLarge Cap Growth Equities
54
8.73%
3.40BOct 2017OVLH vs USMC
Kensington Hedged Premium Income ETFDerivative Income
63
5.98%
Sep 2024OVLH vs KHPI
Pacer Swan SOS Conservative (July) ETFDefined Outcome
87
4.75%
41.75MJun 2021OVLH vs PSCJ
Bridges Capital Tactical ETFLarge Cap Blend Equities
74
5.64%
42.09MMay 2023OVLH vs BDGS
Kurv Technology Titans Select ETFTechnology Equities
63
19.80%
100.42MJul 2024OVLH vs KQQQ
NEOS Nasdaq-100 Hedged Equity Income ETFNasdaq-100, Hedge Fund
62
7.91%
375.87MDec 2019OVLH vs QQQH
JPMorgan Hedged Equity Laddered Overlay ETFOptions Trading
50
2.31%
4.13BSep 2023OVLH vs HELO
Simplify Hedged Equity ETFOptions Trading
70
4.95%
323.34MNov 2021OVLH vs HEQT
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFNasdaq-100, Equity Hedged
59
4.82%
33.66MOVLH vs HEQQ
LHA Market State Tactical Beta ETFEquity Hedged
60
9.37%
178.80MSep 2020OVLH vs MSTB
JPMorgan International Hedged Equity Laddered Over...Equity Hedged
4.14%
288.42MMar 2019OVLH vs HOLA
Innovator U.S. Small Cap Managed Floor ETFEquity Hedged
76
9.14%
80.25MSep 2024OVLH vs RFLR
Cambria Value and Momentum ETFMomentum, Equity Hedged
52
3.15%
48.34MSep 2015OVLH vs VAMO
Global X MSCI SuperDividend® EAFE ETFForeign Large Cap Equities
81
12.96%
54.28MNov 2016OVLH vs EFAS
Innovator Equity Managed Floor ETFOptions Trading
64
5.55%
2.00BNov 2022OVLH vs SFLR
Amplify CWP Enhanced Dividend Income ETFDerivative Income
61
5.53%
7.11BDec 2016OVLH vs DIVO
Blackrock Advantage Large Cap Income ETFDerivative Income
82
11.22%
1.21BSep 2023OVLH vs BALI
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010OVLH vs VOO

Compare OVLH with Any Fund or Stock

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


 

Diversifiers

Pair OVLH with funds that move differently

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

Explore OVLH Diversifiers