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OVLH vs VABS

Comparison between OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF) and VIRTUS NEWFLEET SECURITIZED INCOME ETF (VABS, ETF).

5-Year PerformanceOVLH has outperformed VABS, delivering a return of +8.6% compared to +3.4%

OVLH vs VABS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
OVLH
$112M
VABS
$112M
Expense Ratio
OVLH
0.80%
Winner
VABS
0.39%
Max Drawdown
OVLH
21.00%
Winner
VABS
9.31%
Sharpe Ratio
Winner
OVLH
0.89
VABS
-0.10
5Y Beta
OVLH
0.56
Winner
VABS
-0.01
5Y Dividends CAGR
OVLH
N/A
VABS
43.88%

OVLH vs VABS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OVLH
+2.73%
VABS
+0.92%
3M
OVLH
+0.73%
Winner
VABS
+1.46%
6M
Winner
OVLH
+6.85%
VABS
+1.78%
1Y
Winner
OVLH
+12.40%
VABS
+3.69%
5Y(CAGR)
Winner
OVLH
+8.55%
VABS
+3.44%
Max(CAGR)
Winner
OVLH
+10.49%
VABS
+3.26%

OVLH vs VABS - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearOVLHVABS
2026+7.52%+2.85%
2025+15.91%+5.38%
2024+19.10%+7.59%
2023+17.29%+7.56%
2022-16.38%-5.12%
2021+20.91%+0.45%

OVLH vs VABS Drawdown Comparison

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

The maximum drawdown for VABS was -7.12%, occurring on Nov 4, 2022. Recovery took 562 trading sessions.

The current OVLH drawdown is -1.54%.

RankOVLHVABS
#1-20.69%
Dec 27, 2021 - Feb 2, 2024
-7.12%
Sep 8, 2021 - Dec 1, 2023
#2-8.81%
Feb 19, 2025 - May 12, 2025
-1.42%
Mar 3, 2025 - May 30, 2025
#3-6.36%
Jan 27, 2026 - Apr 17, 2026
-0.99%
Sep 8, 2025 - Dec 3, 2025
#4-5.22%
Jul 16, 2024 - Sep 13, 2024
-0.92%
Feb 27, 2026 - May 26, 2026
#5-5.22%
Sep 3, 2021 - Oct 28, 2021
-0.68%
Jan 21, 2025 - Feb 24, 2025
#6-3.89%
Feb 16, 2021 - Mar 15, 2021
-0.46%
Apr 4, 2024 - May 2, 2024
#7-3.83%
May 7, 2021 - Jun 11, 2021
-0.45%
Oct 1, 2024 - Nov 25, 2024
#8-3.83%
Mar 27, 2024 - May 15, 2024
-0.43%
Jun 30, 2025 - Jul 29, 2025
#9-3.82%
Jun 2, 2026 - Aug 4, 2026
-0.42%
Feb 1, 2024 - Feb 23, 2024
#10-3.16%
Oct 28, 2025 - Jan 12, 2026
-0.39%
Feb 24, 2025 - Mar 3, 2025
#11-3.06%
Dec 6, 2024 - Feb 19, 2025
-0.38%
Feb 18, 2021 - May 5, 2021
#12-2.72%
Jul 12, 2021 - Jul 23, 2021
-0.33%
Jun 26, 2026 - Jul 29, 2026
#13-2.64%
Nov 24, 2021 - Dec 10, 2021
-0.31%
Dec 9, 2024 - Dec 30, 2024
#14-2.57%
Dec 15, 2021 - Dec 27, 2021
-0.31%
Dec 3, 2025 - Dec 16, 2025
#15-2.43%
Jan 26, 2021 - Feb 4, 2021
-0.29%
Jun 4, 2025 - Jun 12, 2025

Correlation

Correlation between OVLH and VABS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2021 - 2026)

OVLH vs VABS dividend yield comparison.

YearOVLHVABS
20260.00%3.08%
20250.30%4.94%
20240.32%5.05%
20230.83%4.13%
20220.79%2.47%
20210.40%1.47%

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