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Overlay Shares

7 active ETFs · $436.4M in assets · average expense ratio 0.82% · first fund Oct 01, 2019.

Inverse (7)Active ETFs (7)Bonds (all) (3)U.S. Large Cap (2)Municipal Bonds (1)U.S. Small Cap (1)Currency Hedged (1)Emerging Markets (1)International (1)

Newest Funds

ETF Price Today ListedExpenseAUM
OVT Overlay Shares Short Term Bond ETF 21.47 +0.21% Jan 15, 20210.80% $49.8M
OVLH Overlay Shares Hedged Large Cap Equity ETF 42.16 +0.49% Jan 15, 20210.85% $94.3M
OVB Overlay Shares Core Bond ETF 19.88 +0.60% Oct 01, 20190.79% $33.2M
OVL Overlay Shares Large Cap Equity ETF 56.96 +1.35% Oct 01, 20190.79% $182.9M
OVF Overlay Shares Foreign Equity ETF 31.86 +1.40% Oct 01, 20190.83% $29.6M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 OVL Overlay Shares Large Cap Equity ETF 56.96 +1.35% 0.79%8.26% +5.62% +9.98%
2 OVLH Overlay Shares Hedged Large Cap Equity ETF 42.16 +0.49% 0.85%0.28% +6.45% +9.68%
3 OVT Overlay Shares Short Term Bond ETF 21.47 +0.21% 0.80%8.30% -2.57% -4.18%
4 OVB Overlay Shares Core Bond ETF 19.88 +0.60% 0.79%7.24% -3.68% -5.20%
5 OVM Overlay Shares Municipal Bond ETF 20.86 +0.74% 0.83%6.43% -3.51% -3.64%
6 OVF Overlay Shares Foreign Equity ETF 31.86 +1.40% 0.83%10.64% +7.46% +9.98%
7 OVS Overlay Shares Small Cap Equity ETF 40.15 +0.93% 0.83%8.90% +11.55% +13.17%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)Government BondsTreasury BondsCorporate BondsHigh Yield BondsInternational BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareIndustrialsMaterialsInfrastructureClean Energy

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsLeveragedInverse

Style & Size

U.S. Large CapGrowthValueU.S. Small CapU.S. Mid CapTotal Market