BKT vs OVL

Comparison between BlackRock Income Trust Inc (BKT, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).

5-Year PerformanceOVL has outperformed BKT, delivering a return of +12.9% compared to -3.0%

BKT vs OVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	OVL(ETF)
Net Assets	$349M	$349M
Expense Ratio	N/A	0.79%
Max Drawdown	58.84%	35.49%
Sharpe Ratio	-0.68	1.30
5Y Beta	0.14	1.11
5Y Dividends CAGR	-1.40%	27.19%

Net Assets

Winner

BKT

$349M

OVL

$349M

Expense Ratio

BKT

N/A

OVL

0.79%

Max Drawdown

BKT

58.84%

Winner

OVL

35.49%

Sharpe Ratio

BKT

-0.68

Winner

OVL

1.30

5Y Beta

Winner

BKT

0.14

OVL

1.11

5Y Dividends CAGR

BKT

-1.40%

Winner

OVL

27.19%

BKT vs OVL - Historical Returns

Returns include dividend reinvestment.

Period	BKT	OVL
1 month	+2.73%	+3.51%
3 months	+1.86%	+2.10%
6 months	-1.87%	+12.31%
1 year	-2.12%	+23.03%
5 years(CAGR)	-3.03%	+12.87%
10 years(CAGR)	+1.14%	N/A
Max(CAGR)	+4.91%	+17.42%

BKT

+2.73%

Winner

OVL

+3.51%

BKT

+1.86%

Winner

OVL

+2.10%

BKT

-1.87%

Winner

OVL

+12.31%

BKT

-2.12%

Winner

OVL

+23.03%

5Y(CAGR)

BKT

-3.03%

Winner

OVL

+12.87%

10Y(CAGR)

BKT

+1.14%

OVL

N/A

Max(CAGR)

BKT

+4.91%

Winner

OVL

+17.42%

BKT vs OVL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	OVL
2026	+0.34%	+13.92%
2025	+5.44%	+18.52%
2024	+3.16%	+28.94%
2023	+6.18%	+28.57%
2022	-21.38%	-23.37%
2021	-0.61%	+34.48%
2020	+7.53%	+18.56%
2019	+14.49%	+10.84%
2018	-2.90%	N/A
2017	+3.55%	N/A
2016	+4.44%	N/A
2015	+5.24%	N/A
2014	+4.76%	N/A
2013	-6.90%	N/A
2012	+6.66%	N/A
2011	+13.47%	N/A
2010	+13.39%	N/A
2009	+11.73%	N/A
2008	+9.97%	N/A
2007	-3.72%	N/A
2006	+6.92%	N/A
2005	-9.55%	N/A
2004	+4.53%	N/A
2003	+2.71%	N/A
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs OVL Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The current BKT drawdown is -17.35%. The current OVL drawdown is -2.35%.

Rank	BKT	OVL
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-35.49% Feb 19, 2020 - Aug 6, 2020
#2	-19.22% May 25, 2005 - May 12, 2008	-29.24% Jan 3, 2022 - Jan 19, 2024
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-21.69% Feb 19, 2025 - Jul 3, 2025
#4	-17.21% May 12, 2008 - Jan 5, 2009	-10.29% Sep 2, 2020 - Nov 13, 2020
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-10.10% Jul 16, 2024 - Sep 19, 2024
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-8.73% Jan 28, 2026 - Apr 14, 2026
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-7.39% Mar 28, 2024 - May 15, 2024
#8	-10.45% Feb 24, 2020 - May 12, 2020	-6.38% Oct 29, 2025 - Dec 10, 2025
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-6.28% Sep 3, 2021 - Oct 21, 2021
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-5.47% Dec 6, 2024 - Jan 23, 2025
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-5.24% Jun 2, 2026 - Aug 4, 2026
#12	-6.72% Feb 2, 2009 - May 18, 2009	-4.72% Feb 17, 2021 - Mar 11, 2021
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-4.25% Jan 17, 2020 - Feb 6, 2020
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-4.15% May 7, 2021 - Jun 4, 2021
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-3.98% Jan 21, 2021 - Feb 4, 2021

Correlation

Correlation between BKT and OVL is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2000 - 2026)

BKT vs OVL dividend yield comparison.

Year	BKT	OVL
2026	6.80%	5.80%
2025	9.53%	2.99%
2024	9.19%	3.10%
2023	8.69%	3.33%
2022	8.35%	3.85%
2021	7.31%	3.63%
2020	6.80%	2.43%
2019	6.82%	0.50%
2018	6.48%	0.00%
2017	5.16%	0.00%
2016	5.10%	0.00%
2015	5.90%	0.00%
2014	6.60%	0.00%
2013	7.12%	0.00%
2012	6.61%	0.00%
2011	5.54%	0.00%
2010	4.28%	0.00%
2009	4.53%	0.00%
2008	4.90%	0.00%
2007	6.49%	0.00%
2006	6.80%	0.00%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%