OVL vs BSJU
Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF).
OVL vs BSJU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OVL vs BSJU - Holdings Comparison
OVL and BSJU have 0 common holdings. Overlap is 0.00%
OVL's top 25 holdings weight is 99.71%. BSJU's top 25 holdings weight is 28.96%.
| Rank | OVL | BSJU |
|---|---|---|
| #1 | VANGUARD S&P 500 ETF (VOO) - 99.26% | WULF COMPUTE LLC 7.75% (n/a) - 1.89% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.45% | HUB INTERNATIONAL LTD. 7.25% (n/a) - 1.88% |
| #3 | N/A | n/a (n/a) - 1.59% |
| #4 | N/A | n/a (n/a) - 1.53% |
| #5 | N/A | n/a (n/a) - 1.50% |
| #6 | N/A | DAVITA INC 4.625% (n/a) - 1.49% |
| #7 | N/A | APLD COMPUTECO LLC 9.25% (n/a) - 1.42% |
| #8 | N/A | n/a (n/a) - 1.35% |
| #9 | N/A | ATHENAHEALTH GROUP INC. 6.5% (n/a) - 1.26% |
| #10 | N/A | VOLTAGRID LLC 7.375% (n/a) - 1.17% |
| #11 | N/A | COREWEAVE INC. 9.25% (n/a) - 1.15% |
| #12 | N/A | CAESARS ENTERTAINMENT INC. 7% (n/a) - 1.13% |
| #13 | N/A | TENET HEALTHCARE CORPORATION 6.125% (n/a) - 1.13% |
| #14 | N/A | CIPHER COMPUTE LLC 7.125% (n/a) - 1.01% |
| #15 | N/A | n/a (n/a) - 1.01% |
| #16 | N/A | HERC HOLDINGS INC 7% (n/a) - 0.96% |
| #17 | N/A | ARDAGH GROUP S A 9.5% (n/a) - 0.93% |
| #18 | N/A | VENTURE GLOBAL LNG INC. 7% (n/a) - 0.86% |
| #19 | N/A | MCAFEE CORP 7.375% (n/a) - 0.84% |
| #20 | N/A | TRANSDIGM, INC. 6.875% (n/a) - 0.84% |
| #21 | N/A | NOBLE FINANCE II LLC. 8% (n/a) - 0.82% |
| #22 | N/A | ALBION FINANCING 1 S.A.R.L. 7% (n/a) - 0.81% |
| #23 | N/A | CHS/COMMUNITY HEALTH SYSTEMS INC 5.25% (n/a) - 0.81% |
| #24 | N/A | SIRIUS XM RADIO LLC 4.125% (n/a) - 0.79% |
| #25 | N/A | TENET HEALTHCARE CORPORATION 4.375% (n/a) - 0.79% |
| Total Holdings | 2 | 222 |
OVL vs BSJU - Historical Returns
Returns include dividend reinvestment.
OVL vs BSJU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVL | BSJU |
|---|---|---|
| 2026 | +10.50% | +1.78% |
| 2025 | +18.52% | +8.32% |
| 2024 | +28.94% | +8.63% |
| 2023 | +28.57% | +12.66% |
| 2022 | -23.37% | -2.11% |
| 2021 | +34.48% | N/A |
| 2020 | +18.56% | N/A |
| 2019 | +10.84% | N/A |
OVL vs BSJU Drawdown Comparison
The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The current OVL drawdown is -3.01%. The current BSJU drawdown is -0.09%.
| Rank | OVL | BSJU |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 6, 2020 | -7.51% Sep 12, 2022 - Dec 13, 2022 |
| #2 | -29.24% Jan 3, 2022 - Jan 19, 2024 | -5.93% Feb 2, 2023 - Jun 15, 2023 |
| #3 | -21.69% Feb 19, 2025 - Jul 3, 2025 | -5.12% Jul 13, 2023 - Nov 3, 2023 |
| #4 | -10.29% Sep 2, 2020 - Nov 13, 2020 | -5.09% Feb 28, 2025 - May 12, 2025 |
| #5 | -10.10% Jul 16, 2024 - Sep 19, 2024 | -4.93% Dec 13, 2022 - Jan 9, 2023 |
| #6 | -8.73% Jan 28, 2026 - Apr 14, 2026 | -2.53% Feb 9, 2026 - Apr 8, 2026 |
| #7 | -7.39% Mar 28, 2024 - May 15, 2024 | -2.47% Mar 27, 2024 - May 3, 2024 |
| #8 | -6.38% Oct 29, 2025 - Dec 10, 2025 | -2.12% Dec 6, 2024 - Jan 27, 2025 |
| #9 | -6.28% Sep 3, 2021 - Oct 21, 2021 | -1.79% Dec 27, 2023 - Jan 29, 2024 |
| #10 | -5.47% Dec 6, 2024 - Jan 23, 2025 | -1.66% Jun 15, 2023 - Jun 30, 2023 |
| #11 | -5.24% Jun 2, 2026 - Jun 10, 2026 | -1.59% Sep 27, 2024 - Nov 8, 2024 |
| #12 | -4.72% Feb 17, 2021 - Mar 11, 2021 | -1.53% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -4.25% Jan 17, 2020 - Feb 6, 2020 | -1.42% Jan 12, 2023 - Feb 1, 2023 |
| #14 | -4.15% May 7, 2021 - Jun 4, 2021 | -1.39% Sep 22, 2025 - Oct 24, 2025 |
| #15 | -3.98% Jan 21, 2021 - Feb 4, 2021 | -1.31% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between OVL and BSJU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
OVL vs BSJU dividend yield comparison.
| Year | OVL | BSJU |
|---|---|---|
| 2026 | 4.15% | 2.75% |
| 2025 | 2.99% | 6.52% |
| 2024 | 3.10% | 7.08% |
| 2023 | 3.33% | 6.74% |
| 2022 | 3.85% | 2.38% |
| 2021 | 3.63% | 0.00% |
| 2020 | 2.43% | 0.00% |
| 2019 | 0.50% | 0.00% |
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