StockComparison Logo
vs

OVL vs AVDS

Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF (AVDS, ETF).

OVL vs AVDS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OVL
$308M
AVDS
$307M
Expense Ratio
OVL
0.79%
Winner
AVDS
0.30%
Max Drawdown
OVL
35.49%
Winner
AVDS
14.17%
Sharpe Ratio
Winner
OVL
1.25
AVDS
1.20
5Y Beta
OVL
1.11
Winner
AVDS
0.71
5Y Dividends CAGR
OVL
32.24%
AVDS
N/A

OVL vs AVDS - Holdings Comparison

OVL and AVDS have 0 common holdings. Overlap is 0.00%

OVL's top 25 holdings weight is 100.10%. AVDS's top 25 holdings weight is 6.49%.

RankOVLAVDS
#1
VANGUARD S&P 500 ETF (VOO) - 99.85%
BANKINTER SA (n/a) - 0.34%
#2
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.25%
ROTORK PLC (n/a) - 0.32%
#3N/A
REGIS RESOURCES LTD (n/a) - 0.32%
#4N/A
ALAMOS GOLD INC CLASS A (n/a) - 0.31%
#5N/A
WHITECAP RESOURCES INC (SPGYF) - 0.31%
#6N/A
GAMES WORKSHOP GROUP PLC (n/a) - 0.30%
#7N/A
BEAZLEY PLC (n/a) - 0.30%
#8N/A
ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.29%
#9N/A
BANCA POPOLARE DI SONDRIO SPA (n/a) - 0.29%
#10N/A
COMFORTDELGRO CORP LTD (n/a) - 0.28%
#11N/A
VALLOUREC SA (n/a) - 0.27%
#12N/A
BURBERRY GROUP PLC (n/a) - 0.25%
#13N/A
DO & CO AG (n/a) - 0.25%
#14N/A
NKT A/S COMMON STOCK DKK20.0 (n/a) - 0.24%
#15N/A
PHOENIX FINANCIAL LTD (n/a) - 0.24%
#16N/A
UMICORE COMMON STOCK (n/a) - 0.24%
#17N/A
ABERDEEN GROUP PLC (n/a) - 0.23%
#18N/A
AZIMUT HOLDING SPA (n/a) - 0.22%
#19N/A
FOOD & LIFE COMPANIES LTD (n/a) - 0.22%
#20N/A
FURUKAWA ELECTRIC CO LTD (n/a) - 0.22%
#21N/A
PERSEUS MINING LTD (n/a) - 0.21%
#22N/A
GENESIS MINERALS LTD (n/a) - 0.21%
#23N/A
DIRECT LINE INSURANCE GROUP PLC (n/a) - 0.21%
#24N/A
IVECO GROUP NV ORDINARY SHARES (n/a) - 0.21%
#25N/A
IG GROUP HOLDINGS PLC (n/a) - 0.21%
Total Holdings22634

OVL vs AVDS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OVL
+0.31%
AVDS
-1.33%
3M
Winner
OVL
+6.39%
AVDS
+0.54%
6M
Winner
OVL
+11.20%
AVDS
+4.11%
1Y
Winner
OVL
+23.29%
AVDS
+22.93%
5Y(CAGR)
OVL
+13.22%
AVDS
N/A
Max(CAGR)
OVL
+17.31%
Winner
AVDS
+17.55%

OVL vs AVDS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearOVLAVDS
2026+11.57%+8.98%
2025+18.52%+38.25%
2024+28.94%+4.54%
2023+28.57%+3.78%
2022-23.37%N/A
2021+34.48%N/A
2020+18.56%N/A
2019+10.84%N/A

OVL vs AVDS Drawdown Comparison

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The maximum drawdown for AVDS was -13.51%, occurring on Apr 7, 2025. Recovery took 27 trading sessions.

The current OVL drawdown is -2.07%. The current AVDS drawdown is -3.67%.

RankOVLAVDS
#1-35.49%
Feb 19, 2020 - Aug 6, 2020
-13.51%
Mar 19, 2025 - Apr 28, 2025
#2-29.24%
Jan 3, 2022 - Jan 19, 2024
-13.09%
Jul 31, 2023 - Dec 14, 2023
#3-21.69%
Feb 19, 2025 - Jul 3, 2025
-12.44%
Feb 27, 2026 - May 26, 2026
#4-10.29%
Sep 2, 2020 - Nov 13, 2020
-9.51%
Sep 26, 2024 - Mar 17, 2025
#5-10.10%
Jul 16, 2024 - Sep 19, 2024
-7.37%
Jul 16, 2024 - Aug 21, 2024
#6-8.73%
Jan 28, 2026 - Apr 14, 2026
-5.45%
May 29, 2026 - Jun 10, 2026
#7-7.39%
Mar 28, 2024 - May 15, 2024
-5.30%
Oct 27, 2025 - Nov 28, 2025
#8-6.38%
Oct 29, 2025 - Dec 10, 2025
-4.46%
Dec 27, 2023 - Mar 6, 2024
#9-6.28%
Sep 3, 2021 - Oct 21, 2021
-4.39%
Apr 9, 2024 - May 9, 2024
#10-5.47%
Dec 6, 2024 - Jan 23, 2025
-4.13%
Aug 27, 2024 - Sep 19, 2024
#11-5.24%
Jun 2, 2026 - Jun 10, 2026
-3.71%
Jun 3, 2024 - Jul 12, 2024
#12-4.72%
Feb 17, 2021 - Mar 11, 2021
-3.58%
Jul 23, 2025 - Aug 12, 2025
#13-4.25%
Jan 17, 2020 - Feb 6, 2020
-3.33%
Jan 27, 2026 - Feb 9, 2026
#14-4.15%
May 7, 2021 - Jun 4, 2021
-3.25%
Oct 6, 2025 - Oct 27, 2025
#15-3.98%
Jan 21, 2021 - Feb 4, 2021
-2.30%
May 20, 2024 - May 31, 2024

Correlation

Correlation between OVL and AVDS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2019 - 2026)

OVL vs AVDS dividend yield comparison.

YearOVLAVDS
20265.00%1.16%
20252.99%2.37%
20243.10%3.07%
20233.33%0.72%
20223.85%0.00%
20213.63%0.00%
20202.43%0.00%
20190.50%0.00%

Select Stocks to Compare