Overlay Shares Small Cap Equity ETF (OVS) Alternatives
Overlay Shares Small Cap Equity ETF (OVS) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OVS. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OVS
OVS charges 0.83% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among OVS alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | OVS vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | OVS vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | OVS vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | OVS vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | OVS vs BBSC |
Best Risk-Adjusted Alternatives to OVS
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | OVS vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | OVS vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | OVS vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | OVS vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | OVS vs FESM |
Top Performing OVS Alternatives (YTD)
OVS alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | OVS vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | OVS vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | OVS vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | OVS vs FYX | |
| ProShares Russell 2000 Dividend Growers ETF | 4.65% | Feb 5, 2015 | OVS vs SMDV |
Lowest Volatility Alternatives to OVS
OVS alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | OVS vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | OVS vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | OVS vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | OVS vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | OVS vs SIXS |
Lowest Drawdown Alternatives to OVS
OVS alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | OVS vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | OVS vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | OVS vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | OVS vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | OVS vs REGL |
Other ETFs from Liquid Strategies
Most popular Liquid Strategies ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Overlay Shares Large Cap Equity ETF | Large Cap Growth Equities, Actively Managed | 68 | -2.96% | Sep 30, 2019 | OVS vs OVL | |
| Overlay Shares Hedged Large Cap Equity ETF | Equity Hedged | 81 | -3.86% | Jan 14, 2021 | OVS vs OVLH | |
| Overlay Shares Core Bond ETF | Intermediate Core Bond, Actively Managed | 76 | 1.53% | Sep 30, 2019 | OVS vs OVB | |
| Overlay Shares Short Term Bond ETF | Corporate Bonds, Actively Managed | 94 | 1.21% | Jan 14, 2021 | OVS vs OVT | |
| Overlay Shares Municipal Bond ETF | Municipal Bonds, Actively Managed | 75 | 1.20% | Sep 30, 2019 | OVS vs OVM | |
| Overlay Shares Foreign Equity ETF | Foreign Large Cap Equities, Actively Managed | 82 | 3.04% | Sep 30, 2019 | OVS vs OVF |
Often Compared With OVS
What investors most often compare with OVS, based on PortfoliosLab usage data.
Compare OVS with Any Fund or Stock
Compare OVS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.