OVF vs DWMF
Comparison between OVERLAY SHARES FOREIGN EQUITY ETF (OVF, ETF) and WISDOMTREE INTERNATIONAL MULTIFACTOR FUND (DWMF, ETF).
5-Year PerformanceOVF has outperformed DWMF, delivering a return of +9.4% compared to +8.9%
OVF vs DWMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OVF vs DWMF - Holdings Comparison
OVF and DWMF have 0 common holdings. Overlap is 0.00%
OVF's top 25 holdings weight is 100.01%. DWMF's top 25 holdings weight is 24.54%.
| Rank | OVF | DWMF |
|---|---|---|
| #1 | ISHARES CORE MSCI EAFE ETF (IEFA) - 79.68% | SEA LTD ADR (SE) - 1.34% |
| #2 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 20.27% | ADMIRAL GROUP PLC (n/a) - 1.33% |
| #3 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.04% | ZURICH INSURANCE GROUP AG (n/a) - 1.24% |
| #4 | ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV) - 0.02% | LEG IMMOBILIEN SE (n/a) - 1.21% |
| #5 | N/A | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.20% |
| #6 | N/A | SUNCORP GROUP LTD (n/a) - 1.20% |
| #7 | N/A | CREDIT AGRICOLE SA (n/a) - 1.12% |
| #8 | N/A | EURONEXT NV (n/a) - 1.10% |
| #9 | N/A | BOC HONG KONG HOLDINGS LTD (n/a) - 1.09% |
| #10 | N/A | MAPFRE SA (n/a) - 1.01% |
| #11 | N/A | DNB BANK ASA (n/a) - 0.98% |
| #12 | N/A | QBE INSURANCE GROUP LTD (n/a) - 0.96% |
| #13 | N/A | BANK LEUMI LE-ISRAEL BM (n/a) - 0.96% |
| #14 | N/A | TALANX AG (n/a) - 0.93% |
| #15 | N/A | MS&AD INSURANCE GROUP HOLDINGS INC (n/a) - 0.92% |
| #16 | N/A | AIB GROUP PLC (n/a) - 0.89% |
| #17 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.88% |
| #18 | N/A | ASX LTD (n/a) - 0.86% |
| #19 | N/A | n/a (n/a) - 0.85% |
| #20 | N/A | KONINKLIJKE KPN NV (n/a) - 0.80% |
| #21 | N/A | SBI HOLDINGS INC (n/a) - 0.79% |
| #22 | N/A | WARTSILA CORP (n/a) - 0.75% |
| #23 | N/A | TELIA COMPANY AB (n/a) - 0.72% |
| #24 | N/A | KLEPIERRE (n/a) - 0.71% |
| #25 | N/A | AERCAP HOLDINGS NV (AER) - 0.70% |
| Total Holdings | 4 | 202 |
OVF vs DWMF - Historical Returns
Returns include dividend reinvestment.
OVF vs DWMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | OVF | DWMF |
|---|---|---|
| 2026 | +13.78% | +5.58% |
| 2025 | +33.57% | +24.60% |
| 2024 | +7.82% | +10.72% |
| 2023 | +14.66% | +9.91% |
| 2022 | -17.51% | -7.71% |
| 2021 | +9.23% | +10.27% |
| 2020 | +2.11% | -1.96% |
| 2019 | +5.80% | +16.17% |
| 2018 | N/A | -7.30% |
OVF vs DWMF Drawdown Comparison
The maximum drawdown for OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 676 trading sessions.
The maximum drawdown for DWMF was -29.72%, occurring on Mar 16, 2020. Recovery took 283 trading sessions.
The current OVF drawdown is -0.42%. The current DWMF drawdown is -2.86%.
| Rank | OVF | DWMF |
|---|---|---|
| #1 | -30.06% Sep 3, 2021 - May 14, 2024 | -29.72% Feb 19, 2020 - Apr 5, 2021 |
| #2 | -29.60% Jan 17, 2020 - Dec 29, 2020 | -17.02% Sep 7, 2021 - Apr 13, 2023 |
| #3 | -15.88% Sep 26, 2024 - May 5, 2025 | -10.27% Sep 28, 2018 - Mar 18, 2019 |
| #4 | -11.63% Feb 25, 2026 - May 6, 2026 | -8.74% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -8.91% Jul 12, 2024 - Aug 23, 2024 | -7.74% Mar 27, 2025 - Apr 16, 2025 |
| #6 | -5.94% Nov 12, 2025 - Dec 10, 2025 | -7.21% Jul 3, 2019 - Oct 30, 2019 |
| #7 | -5.43% Feb 16, 2021 - Apr 15, 2021 | -5.70% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -5.35% Jun 2, 2026 - Jun 10, 2026 | -5.19% Sep 26, 2024 - Feb 12, 2025 |
| #9 | -4.70% Jul 23, 2025 - Aug 13, 2025 | -4.93% Jul 31, 2024 - Aug 16, 2024 |
| #10 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -4.81% Apr 29, 2019 - Jul 3, 2019 |
| #11 | -4.03% Oct 6, 2025 - Oct 20, 2025 | -4.50% Apr 28, 2023 - Jul 28, 2023 |
| #12 | -3.25% May 6, 2026 - May 26, 2026 | -3.86% Nov 12, 2025 - Dec 18, 2025 |
| #13 | -3.14% Jan 26, 2021 - Feb 9, 2021 | -3.32% Aug 22, 2025 - Nov 11, 2025 |
| #14 | -3.09% May 7, 2021 - May 24, 2021 | -3.16% Mar 27, 2024 - May 7, 2024 |
| #15 | -2.73% Oct 27, 2025 - Nov 12, 2025 | -2.91% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between OVF and DWMF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
OVF vs DWMF dividend yield comparison.
| Year | OVF | DWMF |
|---|---|---|
| 2026 | 4.17% | 0.30% |
| 2025 | 6.32% | 2.80% |
| 2024 | 5.13% | 3.50% |
| 2023 | 5.17% | 4.01% |
| 2022 | 4.50% | 3.41% |
| 2021 | 4.88% | 3.54% |
| 2020 | 2.55% | 2.06% |
| 2019 | 2.12% | 2.77% |
| 2018 | 0.00% | 1.15% |
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