GURU vs OVT

Comparison between GLOBAL X GURU INDEX ETF (GURU, ETF) and Overlay Shares Short Term Bond ETF (OVT, ETF).

5-Year PerformanceGURU has outperformed OVT, delivering a return of +6.9% compared to +2.9%

GURU vs OVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GURU(ETF)	OVT(ETF)
Net Assets	$58M	$59M
Expense Ratio	0.75%	0.79%
Max Drawdown	38.57%	18.90%
Sharpe Ratio	1.24	1.14
5Y Beta	1.01	0.16
P/E Ratio	123.85	N/A
Forward P/E	18.54	N/A
5Y Dividends CAGR	-34.93%	53.71%
5Y EPS CAGR	17.70%	N/A
Debt to Equity	79.33%	N/A
P/S Ratio	1.91	N/A
P/B Ratio	4.53	N/A

Net Assets

GURU

$58M

Winner

OVT

$59M

Expense Ratio

Winner

GURU

0.75%

OVT

0.79%

Max Drawdown

GURU

38.57%

Winner

OVT

18.90%

Sharpe Ratio

Winner

GURU

1.24

OVT

1.14

5Y Beta

GURU

1.01

Winner

OVT

0.16

P/E Ratio

GURU

123.85

OVT

N/A

Forward P/E

GURU

18.54

OVT

N/A

5Y Dividends CAGR

GURU

-34.93%

Winner

OVT

53.71%

5Y EPS CAGR

GURU

17.70%

OVT

N/A

Debt to Equity

GURU

79.33%

OVT

N/A

P/S Ratio

GURU

1.91

OVT

N/A

P/B Ratio

GURU

4.53

OVT

N/A

GURU vs OVT - Historical Returns

Returns include dividend reinvestment.

Period	GURU	OVT
1 month	+0.09%	-0.25%
3 months	+7.40%	+0.39%
6 months	+2.74%	+2.36%
1 year	+25.21%	+8.22%
5 years(CAGR)	+6.90%	+2.86%
10 years(CAGR)	+11.80%	N/A
Max(CAGR)	+12.03%	+2.95%

Winner

GURU

+0.09%

OVT

-0.25%

Winner

GURU

+7.40%

OVT

+0.39%

Winner

GURU

+2.74%

OVT

+2.36%

Winner

GURU

+25.21%

OVT

+8.22%

5Y(CAGR)

Winner

GURU

+6.90%

OVT

+2.86%

10Y(CAGR)

GURU

+11.80%

OVT

N/A

Max(CAGR)

Winner

GURU

+12.03%

OVT

+2.95%

GURU vs OVT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	GURU	OVT
2026	+4.70%	+2.05%
2025	+25.03%	+7.71%
2024	+24.04%	+7.94%
2023	+19.18%	+7.69%
2022	-27.99%	-9.59%
2021	+9.28%	+2.08%
2020	+24.16%	N/A
2019	+31.08%	N/A
2018	-7.34%	N/A
2017	+23.33%	N/A
2016	+5.77%	N/A
2015	-10.89%	N/A
2014	+4.36%	N/A
2013	+42.68%	N/A
2012	+21.32%	N/A

GURU vs OVT Drawdown Comparison

The maximum drawdown for GURU was -38.50%, occurring on Oct 14, 2022. Recovery took 799 trading sessions.

The maximum drawdown for OVT was -13.59%, occurring on Oct 14, 2022. Recovery took 697 trading sessions.

The current GURU drawdown is -3.37%. The current OVT drawdown is -1.12%.

Rank	GURU	OVT
#1	-38.50% Sep 2, 2021 - Nov 6, 2024	-13.59% Sep 3, 2021 - Jun 13, 2024
#2	-37.39% Feb 12, 2020 - Aug 24, 2020	-3.22% Feb 19, 2025 - Jun 23, 2025
#3	-30.46% Jun 23, 2015 - Jun 2, 2017	-2.08% Dec 6, 2024 - Feb 5, 2025
#4	-20.73% Feb 18, 2025 - Jul 3, 2025	-1.72% Sep 24, 2024 - Dec 4, 2024
#5	-20.60% Aug 29, 2018 - Apr 5, 2019	-1.55% Feb 27, 2026 - Apr 17, 2026
#6	-11.22% Dec 24, 2025 - Apr 14, 2026	-1.53% Oct 28, 2025 - Nov 26, 2025
#7	-11.05% Sep 18, 2014 - Nov 25, 2014	-1.21% Feb 24, 2021 - Apr 8, 2021
#8	-8.75% Jan 26, 2018 - Jun 6, 2018	-1.12% May 29, 2026 - Jun 5, 2026
#9	-8.66% Apr 30, 2019 - Jul 1, 2019	-0.91% Jan 6, 2026 - Jan 27, 2026
#10	-8.19% May 20, 2013 - Jul 11, 2013	-0.73% Jul 16, 2024 - Jul 31, 2024
#11	-8.00% Dec 31, 2013 - Jun 4, 2014	-0.69% Aug 2, 2024 - Aug 13, 2024
#12	-7.66% Nov 25, 2014 - Mar 20, 2015	-0.69% Sep 19, 2025 - Oct 8, 2025
#13	-7.46% Sep 14, 2012 - Dec 11, 2012	-0.67% Aug 16, 2021 - Aug 30, 2021
#14	-7.23% Feb 19, 2021 - Apr 15, 2021	-0.66% Jan 25, 2021 - Feb 8, 2021
#15	-7.19% Oct 12, 2020 - Nov 5, 2020	-0.64% Jun 15, 2021 - Jul 6, 2021

Correlation

Correlation between GURU and OVT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2012 - 2026)

GURU vs OVT dividend yield comparison.

Year	GURU	OVT
2026	0.00%	2.65%
2025	0.11%	7.21%
2024	0.17%	6.15%
2023	0.57%	5.11%
2022	0.22%	4.12%
2021	0.09%	4.41%
2020	2.75%	0.00%
2019	0.35%	0.00%
2018	0.54%	0.00%
2017	0.54%	0.00%
2016	0.22%	0.00%
2015	0.47%	0.00%
2014	1.06%	0.00%
2013	0.12%	0.00%
2012	5.63%	0.00%