OVB vs BCFN
Comparison between OVERLAY SHARES CORE BOND ETF (OVB, ETF) and BARON FINANCIALS ETF (BCFN, ETF).
OVB vs BCFN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OVB
$47M
BCFN
$47M
Expense Ratio
Winner
OVB
0.79%
BCFN
0.80%
Max Drawdown
OVB
30.84%
Winner
BCFN
20.95%
Sharpe Ratio
Winner
OVB
0.86
BCFN
-1.94
5Y Beta
Winner
OVB
0.17
BCFN
0.80
P/E Ratio
OVB
N/A
BCFN
24.63
Forward P/E
OVB
N/A
BCFN
18.20
PEG Ratio
OVB
N/A
BCFN
0.61
5Y Dividends CAGR
OVB
6.67%
BCFN
N/A
5Y EPS CAGR
OVB
N/A
BCFN
14.15%
Debt to Equity
OVB
N/A
BCFN
55.94%
P/S Ratio
OVB
N/A
BCFN
4.37
P/B Ratio
OVB
N/A
BCFN
3.94
OVB vs BCFN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVB
+0.13%
BCFN
-0.46%
3M
OVB
+1.29%
Winner
BCFN
+1.73%
6M
Winner
OVB
+2.77%
BCFN
-14.89%
1Y
OVB
+8.23%
BCFN
N/A
5Y(CAGR)
OVB
+0.53%
BCFN
N/A
Max(CAGR)
Winner
OVB
+1.90%
BCFN
-28.04%
OVB vs BCFN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVB | BCFN |
|---|---|---|
| 2026 | +2.21% | -14.42% |
| 2025 | +7.84% | +0.35% |
| 2024 | +4.54% | N/A |
| 2023 | +6.38% | N/A |
| 2022 | -16.27% | N/A |
| 2021 | +1.02% | N/A |
| 2020 | +9.12% | N/A |
| 2019 | +1.22% | N/A |
OVB vs BCFN Drawdown Comparison
The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.
The maximum drawdown for BCFN was -20.95%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current OVB drawdown is -0.72%. The current BCFN drawdown is -17.30%.
| Rank | OVB | BCFN |
|---|---|---|
| #1 | -21.69% Sep 14, 2021 - Feb 10, 2026 | -20.95% Jan 6, 2026 - Mar 27, 2026 |
| #2 | -9.52% Mar 9, 2020 - Apr 29, 2020 | -2.69% Dec 26, 2025 - Jan 5, 2026 |
| #3 | -3.74% Aug 26, 2020 - Jul 2, 2021 | -0.42% Dec 15, 2025 - Dec 19, 2025 |
| #4 | -2.49% Feb 27, 2026 - Mar 27, 2026 | N/A |
| #5 | -2.14% Feb 20, 2020 - Mar 4, 2020 | N/A |
| #6 | -1.82% May 28, 2020 - Jun 23, 2020 | N/A |
| #7 | -1.27% Jul 1, 2020 - Jul 22, 2020 | N/A |
| #8 | -1.17% Aug 6, 2020 - Aug 26, 2020 | N/A |
| #9 | -0.97% Oct 4, 2019 - Nov 18, 2019 | N/A |
| #10 | -0.85% Aug 4, 2021 - Sep 9, 2021 | N/A |
| #11 | -0.82% Jan 23, 2020 - Feb 10, 2020 | N/A |
| #12 | -0.75% Apr 29, 2020 - May 19, 2020 | N/A |
| #13 | -0.71% Nov 27, 2019 - Dec 30, 2019 | N/A |
| #14 | -0.45% Jul 23, 2020 - Jul 30, 2020 | N/A |
| #15 | -0.41% Jul 7, 2021 - Jul 15, 2021 | N/A |
Correlation
Correlation between OVB and BCFN is -0.80 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.80
-101
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