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OVL vs JANW

Comparison between OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF ALLIANZIM EQUITY LARGE CAP BUFFER20 JAN ETF (JANW, ETF).

5-Year PerformanceOVL has outperformed JANW, delivering a return of +12.9% compared to +8.4%

OVL vs JANW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OVL
$349M
JANW
$347M
Expense Ratio
OVL
0.79%
Winner
JANW
0.74%
Max Drawdown
OVL
35.49%
Winner
JANW
9.69%
Sharpe Ratio
OVL
1.30
Winner
JANW
1.44
5Y Beta
OVL
1.11
Winner
JANW
0.37
5Y Dividends CAGR
OVL
27.19%
JANW
N/A

OVL vs JANW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OVL
+3.51%
JANW
+1.60%
3M
OVL
+2.10%
Winner
JANW
+2.26%
6M
Winner
OVL
+12.31%
JANW
+5.78%
1Y
Winner
OVL
+23.03%
JANW
+10.26%
5Y(CAGR)
Winner
OVL
+12.87%
JANW
+8.35%
Max(CAGR)
Winner
OVL
+17.42%
JANW
+8.48%

OVL vs JANW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearOVLJANW
2026+13.92%+6.21%
2025+18.52%+10.12%
2024+28.94%+11.54%
2023+28.57%+14.93%
2022-23.37%-1.01%
2021+34.48%+7.00%
2020+18.56%N/A
2019+10.84%N/A

OVL vs JANW Drawdown Comparison

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

The maximum drawdown for JANW was -9.69%, occurring on Jun 16, 2022. Recovery took 257 trading sessions.

The current OVL drawdown is -2.35%. The current JANW drawdown is -0.06%.

RankOVLJANW
#1-35.49%
Feb 19, 2020 - Aug 6, 2020
-9.69%
Jan 3, 2022 - Jan 11, 2023
#2-29.24%
Jan 3, 2022 - Jan 19, 2024
-8.66%
Feb 19, 2025 - Jun 6, 2025
#3-21.69%
Feb 19, 2025 - Jul 3, 2025
-4.09%
Sep 14, 2023 - Nov 7, 2023
#4-10.29%
Sep 2, 2020 - Nov 13, 2020
-3.65%
Feb 2, 2026 - Apr 13, 2026
#5-10.10%
Jul 16, 2024 - Sep 19, 2024
-3.29%
Feb 2, 2023 - Mar 31, 2023
#6-8.73%
Jan 28, 2026 - Apr 14, 2026
-2.55%
Jul 16, 2024 - Aug 15, 2024
#7-7.39%
Mar 28, 2024 - May 15, 2024
-1.79%
Mar 28, 2024 - May 6, 2024
#8-6.38%
Oct 29, 2025 - Dec 10, 2025
-1.42%
Jan 20, 2021 - Feb 5, 2021
#9-6.28%
Sep 3, 2021 - Oct 21, 2021
-1.33%
May 7, 2021 - May 27, 2021
#10-5.47%
Dec 6, 2024 - Jan 23, 2025
-1.32%
Feb 8, 2021 - Mar 11, 2021
#11-5.24%
Jun 2, 2026 - Aug 4, 2026
-1.24%
Jun 4, 2026 - Jul 6, 2026
#12-4.72%
Feb 17, 2021 - Mar 11, 2021
-1.23%
Jul 31, 2023 - Aug 29, 2023
#13-4.25%
Jan 17, 2020 - Feb 6, 2020
-1.10%
Aug 30, 2024 - Sep 13, 2024
#14-4.15%
May 7, 2021 - Jun 4, 2021
-1.09%
Nov 12, 2025 - Nov 25, 2025
#15-3.98%
Jan 21, 2021 - Feb 4, 2021
-1.07%
Jan 6, 2025 - Jan 17, 2025

Correlation

Correlation between OVL and JANW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

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