EGUS vs OVS

Comparison between ISHARES ESG AWARE MSCI USA GROWTH ETF (EGUS, ETF) and OVERLAY SHARES SMALL CAP EQUITY ETF (OVS, ETF).

EGUS vs OVS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EGUS(ETF)	OVS(ETF)
Net Assets	$28M	$28M
Expense Ratio	0.18%	0.83%
Max Drawdown	24.97%	45.09%
Sharpe Ratio	1.25	1.56
5Y Beta	1.18	1.15
P/E Ratio	39.93	N/A
Forward P/E	30.33	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	N/A	29.71%
5Y EPS CAGR	38.79%	N/A
Debt to Equity	6.79%	N/A
P/S Ratio	7.58	N/A
P/B Ratio	13.85	N/A

Net Assets

Winner

EGUS

$28M

OVS

$28M

Expense Ratio

Winner

EGUS

0.18%

OVS

0.83%

Max Drawdown

Winner

EGUS

24.97%

OVS

45.09%

Sharpe Ratio

EGUS

1.25

Winner

OVS

1.56

5Y Beta

EGUS

1.18

Winner

OVS

1.15

P/E Ratio

EGUS

39.93

OVS

N/A

Forward P/E

EGUS

30.33

OVS

N/A

PEG Ratio

EGUS

0.54

OVS

N/A

5Y Dividends CAGR

EGUS

N/A

OVS

29.71%

5Y EPS CAGR

EGUS

38.79%

OVS

N/A

Debt to Equity

EGUS

6.79%

OVS

N/A

P/S Ratio

EGUS

7.58

OVS

N/A

P/B Ratio

EGUS

13.85

OVS

N/A

EGUS vs OVS - Holdings Comparison

EGUS and OVS have 0 common holdings. Overlap is 0.00%

EGUS's top 25 holdings weight is 80.78%. OVS's top 25 holdings weight is 99.71%.

Rank	EGUS	OVS
#1	NVIDIA CORP (NVDA) - 15.86%	ISHARES CORE S&P SMALL-CAP ETF (IJR) - 99.68%
#2	APPLE INC (AAPL) - 13.04%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.03%
#3	AMAZON.COM INC (AMZN) - 7.00%	N/A
#4	BROADCOM INC (AVGO) - 6.27%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 5.57%	N/A
#6	ALPHABET INC CLASS C (GOOG) - 5.05%	N/A
#7	TESLA INC (TSLA) - 3.46%	N/A
#8	ADVANCED MICRO DEVICES INC (AMD) - 2.69%	N/A
#9	ELI LILLY AND CO (LLY) - 2.45%	N/A
#10	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20%	N/A
#11	VISA INC CLASS A (V) - 1.84%	N/A
#12	LAM RESEARCH CORP (LRCX) - 1.72%	N/A
#13	APPLIED MATERIALS INC (AMAT) - 1.56%	N/A
#14	PALO ALTO NETWORKS INC (PANW) - 1.49%	N/A
#15	ORACLE CORP (ORCL) - 1.20%	N/A
#16	CUMMINS INC (CMI) - 1.12%	N/A
#17	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.12%	N/A
#18	MASTERCARD INC CLASS A (MA) - 1.01%	N/A
#19	SERVICENOW INC (NOW) - 0.99%	N/A
#20	W.W. GRAINGER INC (GWW) - 0.97%	N/A
#21	GE VERNOVA INC (GEV) - 0.86%	N/A
#22	AUTODESK INC (ADSK) - 0.85%	N/A
#23	MARVELL TECHNOLOGY INC (MRVL) - 0.83%	N/A
#24	WESTERN DIGITAL CORP (WDC) - 0.82%	N/A
#25	IDEXX LABORATORIES INC (IDXX) - 0.81%	N/A
Total Holdings	96	2

EGUS vs OVS - Historical Returns

Returns include dividend reinvestment.

Period	EGUS	OVS
1 month	+0.23%	+5.36%
3 months	+15.61%	+18.73%
6 months	+8.68%	+18.40%
1 year	+26.12%	+38.62%
5 years(CAGR)	N/A	+6.52%
Max(CAGR)	+25.88%	+12.41%

EGUS

+0.23%

Winner

OVS

+5.36%

EGUS

+15.61%

Winner

OVS

+18.73%

EGUS

+8.68%

Winner

OVS

+18.40%

EGUS

+26.12%

Winner

OVS

+38.62%

5Y(CAGR)

EGUS

N/A

OVS

+6.52%

Max(CAGR)

Winner

EGUS

+25.88%

OVS

+12.41%

EGUS vs OVS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	EGUS	OVS
2026	+8.29%	+20.41%
2025	+19.27%	+6.66%
2024	+35.23%	+11.93%
2023	+27.00%	+17.54%
2022	N/A	-20.81%
2021	N/A	+31.69%
2020	N/A	+12.30%
2019	N/A	+11.52%

EGUS vs OVS Drawdown Comparison

The maximum drawdown for EGUS was -24.87%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.

The maximum drawdown for OVS was -45.09%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current EGUS drawdown is -4.81%.

Rank	EGUS	OVS
#1	-24.87% Dec 16, 2024 - Jun 27, 2025	-45.09% Jan 16, 2020 - Nov 23, 2020
#2	-15.66% Nov 3, 2025 - Apr 27, 2026	-30.46% Nov 25, 2024 - Jan 6, 2026
#3	-13.64% Jul 10, 2024 - Oct 29, 2024	-30.43% Nov 5, 2021 - Jul 16, 2024
#4	-10.48% Jul 19, 2023 - Nov 14, 2023	-10.19% Jun 8, 2021 - Nov 1, 2021
#5	-7.94% Feb 2, 2023 - Mar 31, 2023	-9.84% Jul 31, 2024 - Oct 14, 2024
#6	-7.36% Mar 22, 2024 - May 15, 2024	-9.40% Mar 12, 2021 - Jun 1, 2021
#7	-7.05% Jun 2, 2026 - Jun 10, 2026	-8.46% Feb 6, 2026 - Apr 13, 2026
#8	-3.68% Dec 28, 2023 - Jan 18, 2024	-5.00% Nov 11, 2024 - Nov 25, 2024
#9	-3.51% Oct 8, 2025 - Oct 24, 2025	-4.69% Feb 24, 2021 - Mar 9, 2021
#10	-3.11% Oct 29, 2024 - Nov 6, 2024	-4.60% Oct 16, 2024 - Nov 6, 2024
#11	-2.87% Feb 9, 2024 - Feb 22, 2024	-4.27% May 6, 2026 - May 26, 2026
#12	-2.74% Nov 12, 2024 - Dec 2, 2024	-3.94% Jan 26, 2021 - Feb 4, 2021
#13	-2.73% Jun 15, 2023 - Jun 30, 2023	-3.46% Nov 24, 2020 - Dec 4, 2020
#14	-2.65% May 14, 2026 - May 28, 2026	-3.24% Jul 16, 2024 - Jul 26, 2024
#15	-2.62% Jul 28, 2025 - Aug 8, 2025	-2.64% Nov 27, 2019 - Dec 12, 2019