OVLH vs ITEQ

Comparison between OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF) and Amplify BlueStar Israel Technology ETF (ITEQ, ETF).

5-Year PerformanceOVLH has outperformed ITEQ, delivering a return of +8.6% compared to -1.6%

OVLH vs ITEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVLH(ETF)	ITEQ(ETF)
Net Assets	$112M	$112M
Expense Ratio	0.80%	0.75%
Max Drawdown	21.00%	54.63%
Sharpe Ratio	0.89	0.54
5Y Beta	0.56	1.14
P/E Ratio	N/A	-96.10
Forward P/E	N/A	21.88
Debt to Equity	N/A	-8.77%
P/S Ratio	N/A	2.42
P/B Ratio	N/A	3.40

Net Assets

OVLH

$112M

Winner

ITEQ

$112M

Expense Ratio

OVLH

0.80%

Winner

ITEQ

0.75%

Max Drawdown

Winner

OVLH

21.00%

ITEQ

54.63%

Sharpe Ratio

Winner

OVLH

0.89

ITEQ

0.54

5Y Beta

Winner

OVLH

0.56

ITEQ

1.14

P/E Ratio

OVLH

N/A

ITEQ

-96.10

Forward P/E

OVLH

N/A

ITEQ

21.88

Debt to Equity

OVLH

N/A

ITEQ

-8.77%

P/S Ratio

OVLH

N/A

ITEQ

2.42

P/B Ratio

OVLH

N/A

ITEQ

3.40

OVLH vs ITEQ - Holdings Comparison

OVLH and ITEQ have 0 common holdings. Overlap is 0.00%

OVLH's top 25 holdings weight is 97.64%. ITEQ's top 25 holdings weight is 68.11%.

Rank	OVLH	ITEQ
#1	VANGUARD S&P 500 ETF (VOO) - 97.60%	PALO ALTO NETWORKS INC (PANW) - 10.03%
#2	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.04%	ELBIT SYSTEMS LTD (n/a) - 7.24%
#3	N/A	TOWER SEMICONDUCTOR LTD (n/a) - 6.38%
#4	N/A	JFROG LTD ORDINARY SHARES (FROG) - 3.52%
#5	N/A	CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) - 3.04%
#6	N/A	NOVA LTD (NVMI) - 2.84%
#7	N/A	SENTINELONE INC CLASS A (S) - 2.76%
#8	N/A	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.70%
#9	N/A	NICE LTD ADR (NICE) - 2.52%
#10	N/A	GLOBAL E ONLINE LTD (GLBE) - 2.34%
#11	N/A	VARONIS SYSTEMS INC (VRNS) - 2.13%
#12	N/A	ONDAS INC (ONDS) - 2.01%
#13	N/A	AMDOCS LTD (DOX) - 2.00%
#14	N/A	MONDAY.COM LTD ORDINARY SHARES (MNDY) - 1.94%
#15	N/A	NEXT VISION STABILIZED SYSTEMS LTD (n/a) - 1.84%
#16	N/A	CAMTEK LTD (CAMT) - 1.72%
#17	N/A	ORMAT TECHNOLOGIES INC (ORA) - 1.69%
#18	N/A	LEMONADE INC ORDINARY SHARES (LMND) - 1.62%
#19	N/A	CELLEBRITE DI LTD (CLBT) - 1.53%
#20	N/A	UROGEN PHARMA LTD (n/a) - 1.46%
#21	N/A	PAGAYA TECHNOLOGIES LTD CLASS A (PGY) - 1.45%
#22	N/A	ETORO GROUP LTD ORDINARY SHARES CLASS A (ETOR) - 1.41%
#23	N/A	PLUS500 LTD (n/a) - 1.34%
#24	N/A	SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.32%
#25	N/A	WIX.COM LTD (WIX) - 1.28%
Total Holdings	2	58

OVLH vs ITEQ - Historical Returns

Returns include dividend reinvestment.

Period	OVLH	ITEQ
1 month	+2.73%	-2.28%
3 months	+0.73%	-8.99%
6 months	+6.85%	+9.33%
1 year	+12.40%	+15.85%
5 years(CAGR)	+8.55%	-1.65%
10 years(CAGR)	N/A	+9.35%
Max(CAGR)	+10.49%	+8.75%

Winner

OVLH

+2.73%

ITEQ

-2.28%

Winner

OVLH

+0.73%

ITEQ

-8.99%

OVLH

+6.85%

Winner

ITEQ

+9.33%

OVLH

+12.40%

Winner

ITEQ

+15.85%

5Y(CAGR)

Winner

OVLH

+8.55%

ITEQ

-1.65%

10Y(CAGR)

OVLH

N/A

ITEQ

+9.35%

Max(CAGR)

Winner

OVLH

+10.49%

ITEQ

+8.75%

OVLH vs ITEQ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	OVLH	ITEQ
2026	+7.52%	+6.45%
2025	+15.91%	+13.52%
2024	+19.10%	+14.15%
2023	+17.29%	+5.59%
2022	-16.38%	-30.67%
2021	+20.91%	-6.09%
2020	N/A	+57.52%
2019	N/A	+37.59%
2018	N/A	-1.93%
2017	N/A	+26.50%
2016	N/A	+4.88%
2015	N/A	-4.80%

OVLH vs ITEQ Drawdown Comparison

The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current OVLH drawdown is -1.54%. The current ITEQ drawdown is -20.69%.

Rank	OVLH	ITEQ
#1	-20.69% Dec 27, 2021 - Feb 2, 2024	-54.63% Feb 12, 2021 - Oct 27, 2023
#2	-8.81% Feb 19, 2025 - May 12, 2025	-36.49% Feb 19, 2020 - Jun 1, 2020
#3	-6.36% Jan 27, 2026 - Apr 17, 2026	-21.04% Nov 4, 2015 - Aug 15, 2016
#4	-5.22% Jul 16, 2024 - Sep 13, 2024	-19.40% Aug 31, 2018 - Feb 25, 2019
#5	-5.22% Sep 3, 2021 - Oct 28, 2021	-10.74% Oct 13, 2020 - Dec 4, 2020
#6	-3.89% Feb 16, 2021 - Mar 15, 2021	-9.27% Sep 2, 2020 - Oct 5, 2020
#7	-3.83% May 7, 2021 - Jun 11, 2021	-8.29% Aug 22, 2019 - Nov 25, 2019
#8	-3.83% Mar 27, 2024 - May 15, 2024	-8.19% Sep 8, 2016 - Jan 25, 2017
#9	-3.82% Jun 2, 2026 - Aug 4, 2026	-7.66% Jan 26, 2018 - Mar 9, 2018
#10	-3.16% Oct 28, 2025 - Jan 12, 2026	-6.50% Mar 12, 2018 - May 14, 2018
#11	-3.06% Dec 6, 2024 - Feb 19, 2025	-5.32% Jul 19, 2017 - Sep 11, 2017
#12	-2.72% Jul 12, 2021 - Jul 23, 2021	-5.04% Jun 3, 2020 - Jul 2, 2020
#13	-2.64% Nov 24, 2021 - Dec 10, 2021	-4.90% Jul 25, 2018 - Aug 29, 2018
#14	-2.57% Dec 15, 2021 - Dec 27, 2021	-4.86% May 3, 2019 - Jun 19, 2019
#15	-2.43% Jan 26, 2021 - Feb 4, 2021	-4.58% Oct 31, 2017 - Jan 4, 2018