OVL vs GTOC
Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and Invesco Core Fixed Income ETF (GTOC, ETF).
OVL vs GTOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OVL
$349M
GTOC
$347M
Expense Ratio
OVL
0.79%
Winner
GTOC
0.26%
Max Drawdown
OVL
35.49%
Winner
GTOC
4.32%
Sharpe Ratio
Winner
OVL
1.30
GTOC
-0.25
5Y Beta
OVL
1.11
Winner
GTOC
0.10
5Y Dividends CAGR
OVL
27.19%
GTOC
N/A
OVL vs GTOC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVL
+3.51%
GTOC
+0.47%
3M
Winner
OVL
+2.10%
GTOC
+0.14%
6M
Winner
OVL
+12.31%
GTOC
-1.48%
1Y
Winner
OVL
+23.03%
GTOC
+2.39%
5Y(CAGR)
OVL
+12.87%
GTOC
N/A
Max(CAGR)
Winner
OVL
+17.42%
GTOC
+3.35%
OVL vs GTOC - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVL | GTOC |
|---|---|---|
| 2026 | +13.92% | +0.09% |
| 2025 | +18.52% | +3.52% |
| 2024 | +28.94% | N/A |
| 2023 | +28.57% | N/A |
| 2022 | -23.37% | N/A |
| 2021 | +34.48% | N/A |
| 2020 | +18.56% | N/A |
| 2019 | +10.84% | N/A |
OVL vs GTOC Drawdown Comparison
The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.
The maximum drawdown for GTOC was -2.70%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current OVL drawdown is -2.35%. The current GTOC drawdown is -1.79%.
| Rank | OVL | GTOC |
|---|---|---|
| #1 | -35.49% Feb 19, 2020 - Aug 6, 2020 | -2.70% Feb 27, 2026 - May 19, 2026 |
| #2 | -29.24% Jan 3, 2022 - Jan 19, 2024 | -1.02% Oct 28, 2025 - Jan 14, 2026 |
| #3 | -21.69% Feb 19, 2025 - Jul 3, 2025 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #4 | -10.29% Sep 2, 2020 - Nov 13, 2020 | -0.64% Jan 14, 2026 - Feb 5, 2026 |
| #5 | -10.10% Jul 16, 2024 - Sep 19, 2024 | -0.48% Aug 13, 2025 - Aug 22, 2025 |
| #6 | -8.73% Jan 28, 2026 - Apr 14, 2026 | -0.35% Aug 5, 2025 - Aug 13, 2025 |
| #7 | -7.39% Mar 28, 2024 - May 15, 2024 | -0.33% Aug 28, 2025 - Sep 3, 2025 |
| #8 | -6.38% Oct 29, 2025 - Dec 10, 2025 | -0.24% Jul 29, 2025 - Aug 1, 2025 |
| #9 | -6.28% Sep 3, 2021 - Oct 21, 2021 | -0.19% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -5.47% Dec 6, 2024 - Jan 23, 2025 | -0.19% Feb 13, 2026 - Feb 23, 2026 |
| #11 | -5.24% Jun 2, 2026 - Aug 4, 2026 | -0.17% Oct 22, 2025 - Oct 28, 2025 |
| #12 | -4.72% Feb 17, 2021 - Mar 11, 2021 | -0.15% Jul 23, 2025 - Jul 25, 2025 |
| #13 | -4.25% Jan 17, 2020 - Feb 6, 2020 | -0.13% Jul 25, 2025 - Jul 29, 2025 |
| #14 | -4.15% May 7, 2021 - Jun 4, 2021 | -0.13% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -3.98% Jan 21, 2021 - Feb 4, 2021 | -0.10% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between OVL and GTOC is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2019 - 2026)
OVL vs GTOC dividend yield comparison.
| Year | OVL | GTOC |
|---|---|---|
| 2026 | 5.80% | 2.90% |
| 2025 | 2.99% | 1.88% |
| 2024 | 3.10% | 0.00% |
| 2023 | 3.33% | 0.00% |
| 2022 | 3.85% | 0.00% |
| 2021 | 3.63% | 0.00% |
| 2020 | 2.43% | 0.00% |
| 2019 | 0.50% | 0.00% |
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