DAK vs OVM

Comparison between DAKOTA ACTIVE EQUITY ETF (DAK, ETF) and OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF).

DAK vs OVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DAK(ETF)	OVM(ETF)
Net Assets	$42M	$43M
Expense Ratio	0.43%	0.81%
Max Drawdown	8.05%	24.24%
Sharpe Ratio	1.21	1.17
5Y Beta	0.85	0.18
P/E Ratio	27.24	N/A
Forward P/E	21.81	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	N/A	6.82%
5Y EPS CAGR	20.57%	N/A
Debt to Equity	33.28%	N/A
P/S Ratio	4.04	N/A
P/B Ratio	5.81	N/A

Net Assets

DAK

$42M

Winner

OVM

$43M

Expense Ratio

Winner

DAK

0.43%

OVM

0.81%

Max Drawdown

Winner

DAK

8.05%

OVM

24.24%

Sharpe Ratio

Winner

DAK

1.21

OVM

1.17

5Y Beta

DAK

0.85

Winner

OVM

0.18

P/E Ratio

DAK

27.24

OVM

N/A

Forward P/E

DAK

21.81

OVM

N/A

PEG Ratio

DAK

0.60

OVM

N/A

5Y Dividends CAGR

DAK

N/A

OVM

6.82%

5Y EPS CAGR

DAK

20.57%

OVM

N/A

Debt to Equity

DAK

33.28%

OVM

N/A

P/S Ratio

DAK

4.04

OVM

N/A

P/B Ratio

DAK

5.81

OVM

N/A

DAK vs OVM - Historical Returns

Returns include dividend reinvestment.

Period	DAK	OVM
1 month	+0.53%	-0.85%
3 months	+6.73%	+0.01%
6 months	+8.80%	+2.30%
1 year	+17.74%	+8.78%
5 years(CAGR)	N/A	+1.09%
Max(CAGR)	+18.24%	+2.56%

Winner

DAK

+0.53%

OVM

-0.85%

Winner

DAK

+6.73%

OVM

+0.01%

Winner

DAK

+8.80%

OVM

+2.30%

Winner

DAK

+17.74%

OVM

+8.78%

5Y(CAGR)

DAK

N/A

OVM

+1.09%

Max(CAGR)

Winner

DAK

+18.24%

OVM

+2.56%

DAK vs OVM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	DAK	OVM
2026	+9.65%	+2.56%
2025	+7.36%	+4.18%
2024	N/A	+3.99%
2023	N/A	+6.98%
2022	N/A	-11.22%
2021	N/A	+4.98%
2020	N/A	+6.00%
2019	N/A	+1.72%

DAK vs OVM Drawdown Comparison

The maximum drawdown for DAK was -7.87%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.

The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.

The current DAK drawdown is -1.16%. The current OVM drawdown is -1.51%.

Rank	DAK	OVM
#1	-7.87% Feb 2, 2026 - Apr 15, 2026	-15.58% Dec 28, 2021 - Oct 2, 2024
#2	-4.49% Oct 28, 2025 - Dec 11, 2025	-14.90% Feb 20, 2020 - Jul 9, 2020
#3	-3.92% May 26, 2026 - Jun 10, 2026	-8.20% Dec 6, 2024 - Oct 15, 2025
#4	-2.42% Oct 8, 2025 - Oct 20, 2025	-2.44% Feb 27, 2026 - Apr 30, 2026
#5	-2.11% Jan 12, 2026 - Feb 2, 2026	-2.22% Feb 12, 2021 - Apr 15, 2021
#6	-2.03% Dec 11, 2025 - Dec 23, 2025	-2.12% Oct 2, 2024 - Nov 27, 2024
#7	-1.70% Jul 30, 2025 - Aug 8, 2025	-2.06% Sep 9, 2021 - Dec 28, 2021
#8	-1.24% Sep 22, 2025 - Oct 6, 2025	-1.84% Aug 10, 2020 - Nov 17, 2020
#9	-1.08% Dec 24, 2025 - Jan 6, 2026	-1.51% Jul 6, 2026 - Jul 21, 2026
#10	-0.96% May 14, 2026 - May 21, 2026	-1.50% Oct 27, 2025 - Dec 10, 2025
#11	-0.86% Aug 14, 2025 - Aug 22, 2025	-1.24% May 8, 2026 - May 27, 2026
#12	-0.85% Apr 17, 2026 - Apr 24, 2026	-1.22% Jan 14, 2026 - Feb 2, 2026
#13	-0.85% Aug 28, 2025 - Sep 4, 2025	-1.17% Dec 24, 2020 - Jan 20, 2021
#14	-0.75% May 1, 2026 - May 5, 2026	-1.07% Jun 4, 2026 - Jul 2, 2026
#15	-0.62% Oct 21, 2025 - Oct 24, 2025	-0.82% May 7, 2021 - May 25, 2021