OVF vs IBII
Comparison between OVERLAY SHARES FOREIGN EQUITY ETF (OVF, ETF) and ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF).
OVF vs IBII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OVF
$41M
IBII
$41M
Expense Ratio
OVF
0.83%
Winner
IBII
0.10%
Max Drawdown
OVF
33.71%
Winner
IBII
6.05%
Sharpe Ratio
Winner
OVF
1.30
IBII
0.39
5Y Beta
OVF
0.88
Winner
IBII
0.03
5Y Dividends CAGR
OVF
31.33%
IBII
N/A
OVF vs IBII - Historical Returns
Returns include dividend reinvestment.
1M
OVF
-2.00%
Winner
IBII
-1.16%
3M
Winner
OVF
+6.11%
IBII
-0.79%
6M
Winner
OVF
+13.95%
IBII
+1.05%
1Y
Winner
OVF
+27.40%
IBII
+5.54%
5Y(CAGR)
OVF
+8.83%
IBII
N/A
Max(CAGR)
Winner
OVF
+8.99%
IBII
+5.80%
OVF vs IBII - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVF | IBII |
|---|---|---|
| 2026 | +9.80% | +1.05% |
| 2025 | +33.57% | +8.61% |
| 2024 | +7.82% | +1.41% |
| 2023 | +14.66% | +4.83% |
| 2022 | -17.51% | N/A |
| 2021 | +9.23% | N/A |
| 2020 | +2.11% | N/A |
| 2019 | +5.80% | N/A |
OVF vs IBII Drawdown Comparison
The maximum drawdown for OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 676 trading sessions.
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The current OVF drawdown is -3.90%. The current IBII drawdown is -1.19%.
| Rank | OVF | IBII |
|---|---|---|
| #1 | -30.06% Sep 3, 2021 - May 14, 2024 | -4.64% Oct 1, 2024 - Mar 28, 2025 |
| #2 | -29.60% Jan 17, 2020 - Dec 29, 2020 | -3.35% Apr 3, 2025 - Jun 26, 2025 |
| #3 | -15.88% Sep 26, 2024 - May 5, 2025 | -3.23% Feb 1, 2024 - Jun 18, 2024 |
| #4 | -11.63% Feb 25, 2026 - May 6, 2026 | -2.94% Sep 22, 2023 - Nov 3, 2023 |
| #5 | -8.91% Jul 12, 2024 - Aug 23, 2024 | -1.98% Feb 27, 2026 - Apr 24, 2026 |
| #6 | -5.94% Nov 12, 2025 - Dec 10, 2025 | -1.79% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -5.43% Feb 16, 2021 - Apr 15, 2021 | -1.19% May 11, 2026 - Jun 8, 2026 |
| #8 | -4.72% Jun 2, 2026 - Jun 5, 2026 | -1.18% Nov 8, 2023 - Nov 14, 2023 |
| #9 | -4.70% Jul 23, 2025 - Aug 13, 2025 | -1.16% Aug 5, 2024 - Aug 21, 2024 |
| #10 | -4.48% Aug 30, 2024 - Sep 19, 2024 | -1.04% Oct 22, 2025 - Feb 9, 2026 |
| #11 | -4.03% Oct 6, 2025 - Oct 20, 2025 | -0.99% Jul 17, 2024 - Jul 31, 2024 |
| #12 | -3.25% May 6, 2026 - May 26, 2026 | -0.91% Jun 20, 2024 - Jul 5, 2024 |
| #13 | -3.14% Jan 26, 2021 - Feb 9, 2021 | -0.90% Sep 10, 2025 - Oct 21, 2025 |
| #14 | -3.09% May 7, 2021 - May 24, 2021 | -0.76% Nov 20, 2023 - Nov 28, 2023 |
| #15 | -2.73% Oct 27, 2025 - Nov 12, 2025 | -0.65% Nov 14, 2023 - Nov 20, 2023 |
Correlation
Correlation between OVF and IBII is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
OVF vs IBII dividend yield comparison.
| Year | OVF | IBII |
|---|---|---|
| 2026 | 4.32% | 0.28% |
| 2025 | 6.32% | 4.80% |
| 2024 | 5.13% | 4.76% |
| 2023 | 5.17% | 1.11% |
| 2022 | 4.50% | 0.00% |
| 2021 | 4.88% | 0.00% |
| 2020 | 2.55% | 0.00% |
| 2019 | 2.12% | 0.00% |
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