OVB vs IBII
Comparison between OVERLAY SHARES CORE BOND ETF (OVB, ETF) and ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF).
OVB vs IBII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVB
$48M
Winner
IBII
$48M
Expense Ratio
OVB
0.79%
Winner
IBII
0.10%
Max Drawdown
OVB
30.84%
Winner
IBII
6.05%
Sharpe Ratio
Winner
OVB
0.35
IBII
-0.23
5Y Beta
OVB
0.17
Winner
IBII
0.03
5Y Dividends CAGR
OVB
8.16%
IBII
N/A
OVB vs IBII - Historical Returns
Returns include dividend reinvestment.
1M
OVB
-1.29%
Winner
IBII
+0.18%
3M
OVB
-1.39%
Winner
IBII
-1.00%
6M
OVB
+0.19%
Winner
IBII
+0.51%
1Y
Winner
OVB
+5.26%
IBII
+2.99%
5Y(CAGR)
OVB
-0.04%
IBII
N/A
Max(CAGR)
OVB
+1.65%
Winner
IBII
+5.44%
OVB vs IBII - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVB | IBII |
|---|---|---|
| 2026 | +0.75% | +0.76% |
| 2025 | +7.84% | +8.61% |
| 2024 | +4.54% | +1.41% |
| 2023 | +6.38% | +4.83% |
| 2022 | -16.27% | N/A |
| 2021 | +1.02% | N/A |
| 2020 | +9.12% | N/A |
| 2019 | +1.22% | N/A |
OVB vs IBII Drawdown Comparison
The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The current OVB drawdown is -2.14%. The current IBII drawdown is -1.48%.
| Rank | OVB | IBII |
|---|---|---|
| #1 | -21.69% Sep 14, 2021 - Feb 10, 2026 | -4.64% Oct 1, 2024 - Mar 28, 2025 |
| #2 | -9.52% Mar 9, 2020 - Apr 29, 2020 | -3.35% Apr 3, 2025 - Jun 26, 2025 |
| #3 | -3.74% Aug 26, 2020 - Jul 2, 2021 | -3.23% Feb 1, 2024 - Jun 18, 2024 |
| #4 | -2.49% Feb 27, 2026 - Mar 27, 2026 | -2.94% Sep 22, 2023 - Nov 3, 2023 |
| #5 | -2.14% Feb 20, 2020 - Mar 4, 2020 | -1.98% Feb 27, 2026 - Apr 24, 2026 |
| #6 | -1.82% May 28, 2020 - Jun 23, 2020 | -1.79% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.27% Jul 1, 2020 - Jul 22, 2020 | -1.66% May 11, 2026 - Jun 23, 2026 |
| #8 | -1.17% Aug 6, 2020 - Aug 26, 2020 | -1.18% Nov 8, 2023 - Nov 14, 2023 |
| #9 | -0.97% Oct 4, 2019 - Nov 18, 2019 | -1.16% Aug 5, 2024 - Aug 21, 2024 |
| #10 | -0.85% Aug 4, 2021 - Sep 9, 2021 | -1.04% Oct 22, 2025 - Feb 9, 2026 |
| #11 | -0.82% Jan 23, 2020 - Feb 10, 2020 | -0.99% Jul 17, 2024 - Jul 31, 2024 |
| #12 | -0.75% Apr 29, 2020 - May 19, 2020 | -0.91% Jun 20, 2024 - Jul 5, 2024 |
| #13 | -0.71% Nov 27, 2019 - Dec 30, 2019 | -0.90% Sep 10, 2025 - Oct 21, 2025 |
| #14 | -0.45% Jul 23, 2020 - Jul 30, 2020 | -0.76% Nov 20, 2023 - Nov 28, 2023 |
| #15 | -0.41% Jul 7, 2021 - Jul 15, 2021 | -0.65% Nov 14, 2023 - Nov 20, 2023 |
Correlation
Correlation between OVB and IBII is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
OVB vs IBII dividend yield comparison.
| Year | OVB | IBII |
|---|---|---|
| 2026 | 2.98% | 2.85% |
| 2025 | 6.00% | 4.80% |
| 2024 | 5.81% | 4.76% |
| 2023 | 5.20% | 1.11% |
| 2022 | 4.67% | 0.00% |
| 2021 | 4.59% | 0.00% |
| 2020 | 3.88% | 0.00% |
| 2019 | 0.58% | 0.00% |
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