OVL vs EEMS
Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF (EEMS, ETF).
5-Year PerformanceOVL has outperformed EEMS, delivering a return of +12.9% compared to +7.0%
OVL vs EEMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OVL vs EEMS - Holdings Comparison
OVL and EEMS have 0 common holdings. Overlap is 0.00%
OVL's top 25 holdings weight is 100.04%. EEMS's top 25 holdings weight is 12.59%.
| Rank | OVL | EEMS |
|---|---|---|
| #1 | VANGUARD S&P 500 ETF (VOO) - 100.03% | TWD CASH (n/a) - 1.44% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.01% | TWD/USD PURCHASED (n/a) - 1.02% |
| #3 | N/A | WINBOND ELECTRONICS CORP (n/a) - 0.96% |
| #4 | N/A | NANYA TECHNOLOGY CORP (n/a) - 0.94% |
| #5 | N/A | PHISON ELECTRONICS CORP (n/a) - 0.71% |
| #6 | N/A | TAIWAN UNION TECHNOLOGY CORP (n/a) - 0.69% |
| #7 | N/A | NAN YA PRINTED CIRCUIT BOARD CORP (n/a) - 0.60% |
| #8 | N/A | KINSUS INTERCONNECT TECHNOLOGY CORP (n/a) - 0.52% |
| #9 | N/A | COMPEQ MANUFATURING CO LTD (n/a) - 0.46% |
| #10 | N/A | MACRONIX INTERNATIONAL CO LTD (n/a) - 0.45% |
| #11 | N/A | UNITED INTEGRATED SERVICES CO LTD (n/a) - 0.42% |
| #12 | N/A | POWERTECH TECHNOLOGY INC (n/a) - 0.41% |
| #13 | N/A | n/a (n/a) - 0.40% |
| #14 | N/A | TRIPOD TECHNOLOGY CORP (n/a) - 0.39% |
| #15 | N/A | SAR CASH(COMMITTED) (n/a) - 0.39% |
| #16 | N/A | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.37% |
| #17 | N/A | LG INNOTEK CO LTD (n/a) - 0.37% |
| #18 | N/A | WPG HOLDING CO LTD (n/a) - 0.35% |
| #19 | N/A | LAURUS LABS LTD (n/a) - 0.34% |
| #20 | N/A | AUO CORP (n/a) - 0.33% |
| #21 | N/A | SAR/USD PURCHASED (n/a) - 0.31% |
| #22 | N/A | XD INC ORDINARY SHARES (n/a) - 0.18% |
| #23 | N/A | VOLTRONIC POWER TECHNOLOGY CORP (n/a) - 0.18% |
| #24 | N/A | WELSPUN CORP LTD (n/a) - 0.18% |
| #25 | N/A | WOCKHARDT LTD (n/a) - 0.18% |
| Total Holdings | 2 | 1717 |
OVL vs EEMS - Historical Returns
Returns include dividend reinvestment.
OVL vs EEMS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | OVL | EEMS |
|---|---|---|
| 2026 | +13.92% | +9.89% |
| 2025 | +18.52% | +19.96% |
| 2024 | +28.94% | +4.27% |
| 2023 | +28.57% | +22.86% |
| 2022 | -23.37% | -19.61% |
| 2021 | +34.48% | +16.24% |
| 2020 | +18.56% | +17.75% |
| 2019 | +10.84% | +10.83% |
| 2018 | N/A | -19.80% |
| 2017 | N/A | +34.00% |
| 2016 | N/A | +3.48% |
| 2015 | N/A | -6.53% |
| 2014 | N/A | -1.18% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +19.06% |
| 2011 | N/A | -14.98% |
OVL vs EEMS Drawdown Comparison
The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.
The maximum drawdown for EEMS was -48.90%, occurring on Mar 23, 2020. Recovery took 737 trading sessions.
The current OVL drawdown is -2.35%. The current EEMS drawdown is -5.40%.
| Rank | OVL | EEMS |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 6, 2020 | -48.90% Jan 26, 2018 - Dec 30, 2020 |
| #2 | -29.24% Jan 3, 2022 - Jan 19, 2024 | -28.66% May 20, 2015 - Aug 31, 2017 |
| #3 | -21.69% Feb 19, 2025 - Jul 3, 2025 | -27.04% Nov 12, 2021 - Mar 7, 2024 |
| #4 | -10.29% Sep 2, 2020 - Nov 13, 2020 | -21.19% Aug 31, 2011 - Dec 31, 2012 |
| #5 | -10.10% Jul 16, 2024 - Sep 19, 2024 | -19.70% Sep 27, 2024 - Jun 9, 2025 |
| #6 | -8.73% Jan 28, 2026 - Apr 14, 2026 | -16.48% May 9, 2013 - Jun 6, 2014 |
| #7 | -7.39% Mar 28, 2024 - May 15, 2024 | -14.93% Sep 5, 2014 - Apr 28, 2015 |
| #8 | -6.38% Oct 29, 2025 - Dec 10, 2025 | -13.32% May 8, 2026 - Jul 29, 2026 |
| #9 | -6.28% Sep 3, 2021 - Oct 21, 2021 | -10.87% Feb 25, 2026 - Apr 17, 2026 |
| #10 | -5.47% Dec 6, 2024 - Jan 23, 2025 | -9.33% Jul 12, 2024 - Sep 24, 2024 |
| #11 | -5.24% Jun 2, 2026 - Aug 4, 2026 | -6.70% Jul 15, 2021 - Nov 12, 2021 |
| #12 | -4.72% Feb 17, 2021 - Mar 11, 2021 | -6.39% Jan 18, 2013 - May 8, 2013 |
| #13 | -4.25% Jan 17, 2020 - Feb 6, 2020 | -4.98% Jan 21, 2021 - Feb 5, 2021 |
| #14 | -4.15% May 7, 2021 - Jun 4, 2021 | -4.94% Feb 19, 2021 - Apr 8, 2021 |
| #15 | -3.98% Jan 21, 2021 - Feb 4, 2021 | -4.79% Apr 28, 2021 - May 26, 2021 |
Correlation
Correlation between OVL and EEMS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2011 - 2026)
OVL vs EEMS dividend yield comparison.
| Year | OVL | EEMS |
|---|---|---|
| 2026 | 5.80% | 0.64% |
| 2025 | 2.99% | 3.09% |
| 2024 | 3.10% | 2.60% |
| 2023 | 3.33% | 2.69% |
| 2022 | 3.85% | 0.89% |
| 2021 | 3.63% | 3.56% |
| 2020 | 2.43% | 2.14% |
| 2019 | 0.50% | 2.64% |
| 2018 | 0.00% | 3.06% |
| 2017 | 0.00% | 2.47% |
| 2016 | 0.00% | 2.51% |
| 2015 | 0.00% | 2.33% |
| 2014 | 0.00% | 2.67% |
| 2013 | 0.00% | 2.15% |
| 2012 | 0.00% | 4.77% |
| 2011 | 0.00% | 1.10% |
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