OVB vs VMAX

Comparison between OVERLAY SHARES CORE BOND ETF (OVB, ETF) and HARTFORD US VALUE ETF (VMAX, ETF).

OVB vs VMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVB(ETF)	VMAX(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.79%	0.29%
Max Drawdown	30.84%	19.86%
Sharpe Ratio	0.72	1.78
5Y Beta	0.17	0.84
P/E Ratio	N/A	14.66
Forward P/E	N/A	12.84
PEG Ratio	N/A	0.19
5Y Dividends CAGR	6.67%	N/A
5Y EPS CAGR	N/A	17.78%
Debt to Equity	N/A	42.86%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.31

Net Assets

Winner

OVB

$47M

VMAX

$47M

Expense Ratio

OVB

0.79%

Winner

VMAX

0.29%

Max Drawdown

OVB

30.84%

Winner

VMAX

19.86%

Sharpe Ratio

OVB

0.72

Winner

VMAX

1.78

5Y Beta

Winner

OVB

0.17

VMAX

0.84

P/E Ratio

OVB

N/A

VMAX

14.66

Forward P/E

OVB

N/A

VMAX

12.84

PEG Ratio

OVB

N/A

VMAX

0.19

5Y Dividends CAGR

OVB

6.67%

VMAX

N/A

5Y EPS CAGR

OVB

N/A

VMAX

17.78%

Debt to Equity

OVB

N/A

VMAX

42.86%

P/S Ratio

OVB

N/A

VMAX

1.39

P/B Ratio

OVB

N/A

VMAX

2.31

OVB vs VMAX - Historical Returns

Returns include dividend reinvestment.

Period	OVB	VMAX
1 month	-0.47%	+1.54%
3 months	-0.56%	+7.11%
6 months	+1.81%	+13.13%
1 year	+8.34%	+28.38%
5 years(CAGR)	+0.57%	N/A
Max(CAGR)	+1.82%	+20.98%

OVB

-0.47%

Winner

VMAX

+1.54%

OVB

-0.56%

Winner

VMAX

+7.11%

OVB

+1.81%

Winner

VMAX

+13.13%

OVB

+8.34%

Winner

VMAX

+28.38%

5Y(CAGR)

OVB

+0.57%

VMAX

N/A

Max(CAGR)

OVB

+1.82%

Winner

VMAX

+20.98%

OVB vs VMAX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OVB	VMAX
2026	+1.69%	+10.97%
2025	+7.84%	+15.61%
2024	+4.54%	+15.56%
2023	+6.38%	+6.98%
2022	-16.27%	N/A
2021	+1.02%	N/A
2020	+9.12%	N/A
2019	+1.22%	N/A

OVB vs VMAX Drawdown Comparison

The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.

The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.

The current OVB drawdown is -1.23%. The current VMAX drawdown is -1.27%.

Rank	OVB	VMAX
#1	-21.69% Sep 14, 2021 - Feb 10, 2026	-19.05% Nov 25, 2024 - Aug 13, 2025
#2	-9.52% Mar 9, 2020 - Apr 29, 2020	-6.66% Jul 31, 2024 - Aug 23, 2024
#3	-3.74% Aug 26, 2020 - Jul 2, 2021	-5.67% Mar 28, 2024 - Jul 15, 2024
#4	-2.49% Feb 27, 2026 - Mar 27, 2026	-4.93% Nov 12, 2025 - Nov 28, 2025
#5	-2.14% Feb 20, 2020 - Mar 4, 2020	-4.51% Aug 30, 2024 - Sep 19, 2024
#6	-1.82% May 28, 2020 - Jun 23, 2020	-4.41% Feb 20, 2026 - Apr 8, 2026
#7	-1.27% Jul 1, 2020 - Jul 22, 2020	-3.45% Oct 8, 2025 - Oct 27, 2025
#8	-1.17% Aug 6, 2020 - Aug 26, 2020	-3.13% Oct 17, 2024 - Nov 6, 2024
#9	-0.97% Oct 4, 2019 - Nov 18, 2019	-2.53% Jan 8, 2024 - Jan 25, 2024
#10	-0.85% Aug 4, 2021 - Sep 9, 2021	-2.50% Jul 16, 2024 - Jul 31, 2024
#11	-0.82% Jan 23, 2020 - Feb 10, 2020	-2.26% Dec 11, 2025 - Dec 24, 2025
#12	-0.75% Apr 29, 2020 - May 19, 2020	-2.26% Oct 27, 2025 - Nov 12, 2025
#13	-0.71% Nov 27, 2019 - Dec 30, 2019	-2.19% Jan 6, 2026 - Jan 26, 2026
#14	-0.45% Jul 23, 2020 - Jul 30, 2020	-1.91% Feb 9, 2026 - Feb 20, 2026
#15	-0.41% Jul 7, 2021 - Jul 15, 2021	-1.82% Feb 12, 2024 - Feb 15, 2024