OVL vs BKT

Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformanceOVL has outperformed BKT, delivering a return of +12.9% compared to -3.0%

OVL vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVL(ETF)	BKT(ETF)
Net Assets	$349M	$349M
Expense Ratio	0.79%	N/A
Max Drawdown	35.49%	58.84%
Sharpe Ratio	1.30	-0.68
5Y Beta	1.11	0.14
5Y Dividends CAGR	27.19%	-1.40%

Net Assets

OVL

$349M

Winner

BKT

$349M

Expense Ratio

OVL

0.79%

BKT

N/A

Max Drawdown

Winner

OVL

35.49%

BKT

58.84%

Sharpe Ratio

Winner

OVL

1.30

BKT

-0.68

5Y Beta

OVL

1.11

Winner

BKT

0.14

5Y Dividends CAGR

Winner

OVL

27.19%

BKT

-1.40%

OVL vs BKT - Historical Returns

Returns include dividend reinvestment.

Period	OVL	BKT
1 month	+3.51%	+2.73%
3 months	+2.10%	+1.86%
6 months	+12.31%	-1.87%
1 year	+23.03%	-2.12%
5 years(CAGR)	+12.87%	-3.03%
10 years(CAGR)	N/A	+1.14%
Max(CAGR)	+17.42%	+4.91%

Winner

OVL

+3.51%

BKT

+2.73%

Winner

OVL

+2.10%

BKT

+1.86%

Winner

OVL

+12.31%

BKT

-1.87%

Winner

OVL

+23.03%

BKT

-2.12%

5Y(CAGR)

Winner

OVL

+12.87%

BKT

-3.03%

10Y(CAGR)

OVL

N/A

BKT

+1.14%

Max(CAGR)

Winner

OVL

+17.42%

BKT

+4.91%

OVL vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OVL	BKT
2026	+13.92%	+0.34%
2025	+18.52%	+5.44%
2024	+28.94%	+3.16%
2023	+28.57%	+6.18%
2022	-23.37%	-21.38%
2021	+34.48%	-0.61%
2020	+18.56%	+7.53%
2019	+10.84%	+14.49%
2018	N/A	-2.90%
2017	N/A	+3.55%
2016	N/A	+4.44%
2015	N/A	+5.24%
2014	N/A	+4.76%
2013	N/A	-6.90%
2012	N/A	+6.66%
2011	N/A	+13.47%
2010	N/A	+13.39%
2009	N/A	+11.73%
2008	N/A	+9.97%
2007	N/A	-3.72%
2006	N/A	+6.92%
2005	N/A	-9.55%
2004	N/A	+4.53%
2003	N/A	+2.71%
2002	N/A	+21.54%
2001	N/A	+19.11%
2000	N/A	+19.25%
1999	N/A	-5.16%

OVL vs BKT Drawdown Comparison

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

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current OVL drawdown is -2.35%. The current BKT drawdown is -17.35%.

Rank	OVL	BKT
#1	-35.49% Feb 19, 2020 - Aug 6, 2020	-35.71% Sep 15, 2021 - Oct 26, 2023
#2	-29.24% Jan 3, 2022 - Jan 19, 2024	-19.22% May 25, 2005 - May 12, 2008
#3	-21.69% Feb 19, 2025 - Jul 3, 2025	-19.03% Mar 17, 2004 - Sep 20, 2004
#4	-10.29% Sep 2, 2020 - Nov 13, 2020	-17.21% May 12, 2008 - Jan 5, 2009
#5	-10.10% Jul 16, 2024 - Sep 19, 2024	-17.19% Jun 12, 2003 - Feb 13, 2004
#6	-8.73% Jan 28, 2026 - Apr 14, 2026	-13.39% Oct 12, 2012 - Oct 6, 2015
#7	-7.39% Mar 28, 2024 - May 15, 2024	-10.90% Nov 5, 1999 - Jun 30, 2000
#8	-6.38% Oct 29, 2025 - Dec 10, 2025	-10.45% Feb 24, 2020 - May 12, 2020
#9	-6.28% Sep 3, 2021 - Oct 21, 2021	-7.48% Sep 13, 2017 - Feb 6, 2019
#10	-5.47% Dec 6, 2024 - Jan 23, 2025	-6.96% Nov 23, 2004 - Jan 27, 2005
#11	-5.24% Jun 2, 2026 - Aug 4, 2026	-6.87% Oct 14, 2002 - Dec 26, 2002
#12	-4.72% Feb 17, 2021 - Mar 11, 2021	-6.72% Feb 2, 2009 - May 18, 2009
#13	-4.25% Jan 17, 2020 - Feb 6, 2020	-6.70% Aug 23, 2001 - Oct 1, 2001
#14	-4.15% May 7, 2021 - Jun 4, 2021	-6.41% Oct 8, 2001 - Jan 15, 2002
#15	-3.98% Jan 21, 2021 - Feb 4, 2021	-6.03% Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between OVL and BKT is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2000 - 2026)

OVL vs BKT dividend yield comparison.

Year	OVL	BKT
2026	5.80%	6.80%
2025	2.99%	9.53%
2024	3.10%	9.19%
2023	3.33%	8.69%
2022	3.85%	8.35%
2021	3.63%	7.31%
2020	2.43%	6.80%
2019	0.50%	6.82%
2018	0.00%	6.48%
2017	0.00%	5.16%
2016	0.00%	5.10%
2015	0.00%	5.90%
2014	0.00%	6.60%
2013	0.00%	7.12%
2012	0.00%	6.61%
2011	0.00%	5.54%
2010	0.00%	4.28%
2009	0.00%	4.53%
2008	0.00%	4.90%
2007	0.00%	6.49%
2006	0.00%	6.80%
2005	0.00%	8.47%
2004	0.00%	8.51%
2003	0.00%	8.17%
2002	0.00%	12.51%
2001	0.00%	7.64%
2000	0.00%	4.29%