OVLH vs IQDY
Comparison between OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF) and FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DYNAMIC INDEX FUND (IQDY, ETF).
5-Year PerformanceIQDY has outperformed OVLH, delivering a return of +10.7% compared to +9.3%
OVLH vs IQDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OVLH vs IQDY - Holdings Comparison
OVLH and IQDY have 0 common holdings. Overlap is 0.00%
OVLH's top 25 holdings weight is 97.86%. IQDY's top 25 holdings weight is 35.00%.
| Rank | OVLH | IQDY |
|---|---|---|
| #1 | VANGUARD S&P 500 ETF (VOO) - 97.74% | n/a (n/a) - 3.93% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12% | MEDIATEK INC (n/a) - 2.76% |
| #3 | N/A | TOKYO ELECTRON LTD (n/a) - 1.94% |
| #4 | N/A | NOVO NORDISK AS CLASS B (n/a) - 1.93% |
| #5 | N/A | HSBC HOLDINGS PLC (n/a) - 1.87% |
| #6 | N/A | HITACHI LTD (n/a) - 1.82% |
| #7 | N/A | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.67% |
| #8 | N/A | CASH (n/a) - 1.48% |
| #9 | N/A | BHP GROUP LTD (n/a) - 1.46% |
| #10 | N/A | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.41% |
| #11 | N/A | INTESA SANPAOLO (n/a) - 1.22% |
| #12 | N/A | ENEL SPA (n/a) - 1.20% |
| #13 | N/A | FUJIKURA LTD (n/a) - 1.13% |
| #14 | N/A | SK HYNIX INC (n/a) - 1.06% |
| #15 | N/A | BNP PARIBAS ACT. CAT.A (n/a) - 1.06% |
| #16 | N/A | ROYAL BANK OF CANADA (RY) - 0.95% |
| #17 | N/A | NOVATEK MICROELECTRONICS CORP (n/a) - 0.94% |
| #18 | N/A | LASERTEC CORP (n/a) - 0.93% |
| #19 | N/A | TALABAT HOLDING PLC (n/a) - 0.92% |
| #20 | N/A | EVOLUTION AB (n/a) - 0.92% |
| #21 | N/A | BARRICK MINING CORP (n/a) - 0.90% |
| #22 | N/A | SANOFI SA (n/a) - 0.89% |
| #23 | N/A | ASML HOLDING NV (n/a) - 0.87% |
| #24 | N/A | TOTALENERGIES SE (TTE) - 0.87% |
| #25 | N/A | VAT GROUP AG (n/a) - 0.87% |
| Total Holdings | 2 | 225 |
OVLH vs IQDY - Historical Returns
Returns include dividend reinvestment.
OVLH vs IQDY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OVLH | IQDY |
|---|---|---|
| 2026 | +5.37% | +12.23% |
| 2025 | +15.91% | +38.20% |
| 2024 | +19.10% | +7.53% |
| 2023 | +17.29% | +22.55% |
| 2022 | -16.38% | -16.30% |
| 2021 | +20.91% | +11.70% |
| 2020 | N/A | +8.17% |
| 2019 | N/A | +27.42% |
| 2018 | N/A | -20.44% |
| 2017 | N/A | +22.99% |
| 2016 | N/A | +14.01% |
| 2015 | N/A | -7.19% |
| 2014 | N/A | -6.16% |
| 2013 | N/A | +15.53% |
OVLH vs IQDY Drawdown Comparison
The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.
The maximum drawdown for IQDY was -39.56%, occurring on Mar 23, 2020. Recovery took 721 trading sessions.
The current OVLH drawdown is -2.22%. The current IQDY drawdown is -4.30%.
| Rank | OVLH | IQDY |
|---|---|---|
| #1 | -20.69% Dec 27, 2021 - Feb 2, 2024 | -39.56% Jan 25, 2018 - Dec 4, 2020 |
| #2 | -8.81% Feb 19, 2025 - May 12, 2025 | -32.97% Jun 14, 2021 - Feb 22, 2024 |
| #3 | -6.36% Jan 27, 2026 - Apr 17, 2026 | -30.87% Jul 3, 2014 - May 16, 2017 |
| #4 | -5.22% Jul 16, 2024 - Sep 13, 2024 | -14.77% Sep 26, 2024 - May 2, 2025 |
| #5 | -5.22% Sep 3, 2021 - Oct 28, 2021 | -11.24% May 20, 2013 - Sep 10, 2013 |
| #6 | -3.89% Feb 16, 2021 - Mar 15, 2021 | -10.41% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -3.83% May 7, 2021 - Jun 11, 2021 | -9.40% Jul 12, 2024 - Sep 24, 2024 |
| #8 | -3.83% Mar 27, 2024 - May 15, 2024 | -5.39% Oct 28, 2013 - Apr 2, 2014 |
| #9 | -3.16% Oct 28, 2025 - Jan 12, 2026 | -5.22% Jan 21, 2021 - Feb 11, 2021 |
| #10 | -3.06% Dec 6, 2024 - Feb 19, 2025 | -4.89% Nov 12, 2025 - Dec 4, 2025 |
| #11 | -2.72% Jul 12, 2021 - Jul 23, 2021 | -4.68% Mar 12, 2024 - May 6, 2024 |
| #12 | -2.64% Nov 24, 2021 - Dec 10, 2021 | -4.52% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -2.57% Dec 15, 2021 - Dec 27, 2021 | -4.30% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -2.43% Jan 26, 2021 - Feb 4, 2021 | -3.68% May 7, 2021 - Jun 1, 2021 |
| #15 | -2.22% Jun 2, 2026 - Jun 5, 2026 | -3.62% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between OVLH and IQDY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
OVLH vs IQDY dividend yield comparison.
| Year | OVLH | IQDY |
|---|---|---|
| 2026 | 0.00% | 0.28% |
| 2025 | 0.30% | 3.26% |
| 2024 | 0.32% | 6.95% |
| 2023 | 0.83% | 6.45% |
| 2022 | 0.79% | 5.52% |
| 2021 | 0.40% | 3.89% |
| 2020 | 0.00% | 2.62% |
| 2019 | 0.00% | 3.85% |
| 2018 | 0.00% | 5.97% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 3.78% |
| 2015 | 0.00% | 4.08% |
| 2014 | 0.00% | 4.34% |
| 2013 | 0.00% | 2.33% |
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