OVLH vs SAUG
Comparison between OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF) and FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST (SAUG, ETF).
OVLH vs SAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVLH
$102M
SAUG
$102M
Expense Ratio
Winner
OVLH
0.80%
SAUG
0.90%
Max Drawdown
OVLH
21.00%
Winner
SAUG
14.62%
Sharpe Ratio
OVLH
1.39
Winner
SAUG
1.49
5Y Beta
Winner
OVLH
0.56
SAUG
0.58
OVLH vs SAUG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVLH
+1.34%
SAUG
+0.72%
3M
Winner
OVLH
+5.99%
SAUG
+5.01%
6M
OVLH
+4.99%
Winner
SAUG
+7.36%
1Y
OVLH
+17.00%
Winner
SAUG
+19.08%
5Y(CAGR)
OVLH
+9.32%
SAUG
N/A
Max(CAGR)
OVLH
+10.53%
Winner
SAUG
+11.94%
OVLH vs SAUG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OVLH | SAUG |
|---|---|---|
| 2026 | +5.37% | +6.70% |
| 2025 | +15.91% | +8.05% |
| 2024 | +19.10% | +11.43% |
| 2023 | +17.29% | +6.26% |
| 2022 | -16.38% | N/A |
| 2021 | +20.91% | N/A |
OVLH vs SAUG Drawdown Comparison
The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.
The maximum drawdown for SAUG was -14.62%, occurring on Apr 8, 2025. Recovery took 173 trading sessions.
The current OVLH drawdown is -2.22%. The current SAUG drawdown is -0.71%.
| Rank | OVLH | SAUG |
|---|---|---|
| #1 | -20.69% Dec 27, 2021 - Feb 2, 2024 | -14.62% Dec 2, 2024 - Aug 13, 2025 |
| #2 | -8.81% Feb 19, 2025 - May 12, 2025 | -8.29% Sep 1, 2023 - Dec 13, 2023 |
| #3 | -6.36% Jan 27, 2026 - Apr 17, 2026 | -6.64% Jul 31, 2024 - Sep 18, 2024 |
| #4 | -5.22% Jul 16, 2024 - Sep 13, 2024 | -4.72% Mar 28, 2024 - May 15, 2024 |
| #5 | -5.22% Sep 3, 2021 - Oct 28, 2021 | -4.10% Jan 22, 2026 - Apr 9, 2026 |
| #6 | -3.89% Feb 16, 2021 - Mar 15, 2021 | -4.07% Oct 27, 2025 - Dec 3, 2025 |
| #7 | -3.83% May 7, 2021 - Jun 11, 2021 | -3.56% Dec 27, 2023 - Feb 12, 2024 |
| #8 | -3.83% Mar 27, 2024 - May 15, 2024 | -3.20% May 20, 2024 - Jul 11, 2024 |
| #9 | -3.16% Oct 28, 2025 - Jan 12, 2026 | -2.55% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -3.06% Dec 6, 2024 - Feb 19, 2025 | -2.19% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -2.72% Jul 12, 2021 - Jul 23, 2021 | -2.11% Nov 11, 2024 - Nov 29, 2024 |
| #12 | -2.64% Nov 24, 2021 - Dec 10, 2021 | -1.73% Oct 6, 2025 - Oct 14, 2025 |
| #13 | -2.57% Dec 15, 2021 - Dec 27, 2021 | -1.70% Feb 15, 2024 - Feb 27, 2024 |
| #14 | -2.43% Jan 26, 2021 - Feb 4, 2021 | -1.60% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -2.22% Jun 2, 2026 - Jun 5, 2026 | -1.49% Sep 19, 2024 - Oct 15, 2024 |
Correlation
Correlation between OVLH and SAUG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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