EEMS vs OVL
Comparison between ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF (EEMS, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).
5-Year PerformanceOVL has outperformed EEMS, delivering a return of +12.9% compared to +7.0%
EEMS vs OVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EEMS vs OVL - Holdings Comparison
EEMS and OVL have 0 common holdings. Overlap is 0.00%
EEMS's top 25 holdings weight is 12.59%. OVL's top 25 holdings weight is 100.04%.
| Rank | EEMS | OVL |
|---|---|---|
| #1 | TWD CASH (n/a) - 1.44% | VANGUARD S&P 500 ETF (VOO) - 100.03% |
| #2 | TWD/USD PURCHASED (n/a) - 1.02% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.01% |
| #3 | WINBOND ELECTRONICS CORP (n/a) - 0.96% | N/A |
| #4 | NANYA TECHNOLOGY CORP (n/a) - 0.94% | N/A |
| #5 | PHISON ELECTRONICS CORP (n/a) - 0.71% | N/A |
| #6 | TAIWAN UNION TECHNOLOGY CORP (n/a) - 0.69% | N/A |
| #7 | NAN YA PRINTED CIRCUIT BOARD CORP (n/a) - 0.60% | N/A |
| #8 | KINSUS INTERCONNECT TECHNOLOGY CORP (n/a) - 0.52% | N/A |
| #9 | COMPEQ MANUFATURING CO LTD (n/a) - 0.46% | N/A |
| #10 | MACRONIX INTERNATIONAL CO LTD (n/a) - 0.45% | N/A |
| #11 | UNITED INTEGRATED SERVICES CO LTD (n/a) - 0.42% | N/A |
| #12 | POWERTECH TECHNOLOGY INC (n/a) - 0.41% | N/A |
| #13 | n/a (n/a) - 0.40% | N/A |
| #14 | TRIPOD TECHNOLOGY CORP (n/a) - 0.39% | N/A |
| #15 | SAR CASH(COMMITTED) (n/a) - 0.39% | N/A |
| #16 | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.37% | N/A |
| #17 | LG INNOTEK CO LTD (n/a) - 0.37% | N/A |
| #18 | WPG HOLDING CO LTD (n/a) - 0.35% | N/A |
| #19 | LAURUS LABS LTD (n/a) - 0.34% | N/A |
| #20 | AUO CORP (n/a) - 0.33% | N/A |
| #21 | SAR/USD PURCHASED (n/a) - 0.31% | N/A |
| #22 | XD INC ORDINARY SHARES (n/a) - 0.18% | N/A |
| #23 | VOLTRONIC POWER TECHNOLOGY CORP (n/a) - 0.18% | N/A |
| #24 | WELSPUN CORP LTD (n/a) - 0.18% | N/A |
| #25 | WOCKHARDT LTD (n/a) - 0.18% | N/A |
| Total Holdings | 1717 | 2 |
EEMS vs OVL - Historical Returns
Returns include dividend reinvestment.
EEMS vs OVL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | EEMS | OVL |
|---|---|---|
| 2026 | +9.89% | +13.92% |
| 2025 | +19.96% | +18.52% |
| 2024 | +4.27% | +28.94% |
| 2023 | +22.86% | +28.57% |
| 2022 | -19.61% | -23.37% |
| 2021 | +16.24% | +34.48% |
| 2020 | +17.75% | +18.56% |
| 2019 | +10.83% | +10.84% |
| 2018 | -19.80% | N/A |
| 2017 | +34.00% | N/A |
| 2016 | +3.48% | N/A |
| 2015 | -6.53% | N/A |
| 2014 | -1.18% | N/A |
| 2013 | -0.46% | N/A |
| 2012 | +19.06% | N/A |
| 2011 | -14.98% | N/A |
EEMS vs OVL Drawdown Comparison
The maximum drawdown for EEMS was -48.90%, occurring on Mar 23, 2020. Recovery took 737 trading sessions.
The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.
The current EEMS drawdown is -5.40%. The current OVL drawdown is -2.35%.
| Rank | EEMS | OVL |
|---|---|---|
| #1 | -48.90% Jan 26, 2018 - Dec 30, 2020 | -35.49% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -28.66% May 20, 2015 - Aug 31, 2017 | -29.24% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -27.04% Nov 12, 2021 - Mar 7, 2024 | -21.69% Feb 19, 2025 - Jul 3, 2025 |
| #4 | -21.19% Aug 31, 2011 - Dec 31, 2012 | -10.29% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -19.70% Sep 27, 2024 - Jun 9, 2025 | -10.10% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -16.48% May 9, 2013 - Jun 6, 2014 | -8.73% Jan 28, 2026 - Apr 14, 2026 |
| #7 | -14.93% Sep 5, 2014 - Apr 28, 2015 | -7.39% Mar 28, 2024 - May 15, 2024 |
| #8 | -13.32% May 8, 2026 - Jul 29, 2026 | -6.38% Oct 29, 2025 - Dec 10, 2025 |
| #9 | -10.87% Feb 25, 2026 - Apr 17, 2026 | -6.28% Sep 3, 2021 - Oct 21, 2021 |
| #10 | -9.33% Jul 12, 2024 - Sep 24, 2024 | -5.47% Dec 6, 2024 - Jan 23, 2025 |
| #11 | -6.70% Jul 15, 2021 - Nov 12, 2021 | -5.24% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -6.39% Jan 18, 2013 - May 8, 2013 | -4.72% Feb 17, 2021 - Mar 11, 2021 |
| #13 | -4.98% Jan 21, 2021 - Feb 5, 2021 | -4.25% Jan 17, 2020 - Feb 6, 2020 |
| #14 | -4.94% Feb 19, 2021 - Apr 8, 2021 | -4.15% May 7, 2021 - Jun 4, 2021 |
| #15 | -4.79% Apr 28, 2021 - May 26, 2021 | -3.98% Jan 21, 2021 - Feb 4, 2021 |
Correlation
Correlation between EEMS and OVL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
EEMS vs OVL dividend yield comparison.
| Year | EEMS | OVL |
|---|---|---|
| 2026 | 0.64% | 5.80% |
| 2025 | 3.09% | 2.99% |
| 2024 | 2.60% | 3.10% |
| 2023 | 2.69% | 3.33% |
| 2022 | 0.89% | 3.85% |
| 2021 | 3.56% | 3.63% |
| 2020 | 2.14% | 2.43% |
| 2019 | 2.64% | 0.50% |
| 2018 | 3.06% | 0.00% |
| 2017 | 2.47% | 0.00% |
| 2016 | 2.51% | 0.00% |
| 2015 | 2.33% | 0.00% |
| 2014 | 2.67% | 0.00% |
| 2013 | 2.15% | 0.00% |
| 2012 | 4.77% | 0.00% |
| 2011 | 1.10% | 0.00% |
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