OVM vs BIGY

Comparison between OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF) and YIELDMAX(R) TARGET 12(TM) BIG 50 OPTION INCOME ETF (BIGY, ETF).

5-Year PerformanceBIGY has outperformed OVM, delivering a return of +21.3% compared to +1.3%

OVM vs BIGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVM(ETF)	BIGY(ETF)
Net Assets	$38M	$38M
Expense Ratio	0.81%	1.09%
Max Drawdown	24.24%	50.38%
Sharpe Ratio	1.62	1.43
5Y Beta	0.18	0.92
P/E Ratio	N/A	28.91
Forward P/E	N/A	23.28
PEG Ratio	N/A	0.81
5Y Dividends CAGR	5.40%	N/A
5Y EPS CAGR	N/A	23.39%
Debt to Equity	N/A	18.58%
P/S Ratio	N/A	4.72
P/B Ratio	N/A	7.11

Net Assets

Winner

OVM

$38M

BIGY

$38M

Expense Ratio

Winner

OVM

0.81%

BIGY

1.09%

Max Drawdown

Winner

OVM

24.24%

BIGY

50.38%

Sharpe Ratio

Winner

OVM

1.62

BIGY

1.43

5Y Beta

Winner

OVM

0.18

BIGY

0.92

P/E Ratio

OVM

N/A

BIGY

28.91

Forward P/E

OVM

N/A

BIGY

23.28

PEG Ratio

OVM

N/A

BIGY

0.81

5Y Dividends CAGR

OVM

5.40%

BIGY

N/A

5Y EPS CAGR

OVM

N/A

BIGY

23.39%

Debt to Equity

OVM

N/A

BIGY

18.58%

P/S Ratio

OVM

N/A

BIGY

4.72

P/B Ratio

OVM

N/A

BIGY

7.11

OVM vs BIGY - Historical Returns

Returns include dividend reinvestment.

Period	OVM	BIGY
1 month	+0.38%	-0.37%
3 months	+1.75%	+8.60%
6 months	+3.80%	+5.05%
1 year	+10.32%	+21.14%
5 years(CAGR)	+1.33%	+21.27%
Max(CAGR)	+2.68%	+21.27%

Winner

OVM

+0.38%

BIGY

-0.37%

OVM

+1.75%

Winner

BIGY

+8.60%

OVM

+3.80%

Winner

BIGY

+5.05%

OVM

+10.32%

Winner

BIGY

+21.14%

5Y(CAGR)

OVM

+1.33%

Winner

BIGY

+21.27%

Max(CAGR)

OVM

+2.68%

Winner

BIGY

+21.27%

OVM vs BIGY - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OVM	BIGY
2026	+3.06%	+4.43%
2025	+4.18%	+19.18%
2024	+3.99%	+0.22%
2023	+6.98%	N/A
2022	-11.22%	-22.52%
2021	+4.98%	-2.49%
2020	+6.00%	N/A
2019	+1.72%	N/A

OVM vs BIGY Drawdown Comparison

The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.

The maximum drawdown for BIGY was -50.17%, occurring on Mar 14, 2022. Recovery took 118 trading sessions.

The current OVM drawdown is -0.80%. The current BIGY drawdown is -2.83%.

Rank	OVM	BIGY
#1	-15.58% Dec 28, 2021 - Oct 2, 2024	-50.17% Nov 9, 2021 - Nov 21, 2024
#2	-14.90% Feb 20, 2020 - Jul 9, 2020	-18.95% Feb 19, 2025 - Jun 25, 2025
#3	-8.20% Dec 6, 2024 - Oct 15, 2025	-9.41% Sep 3, 2021 - Oct 14, 2021
#4	-2.44% Feb 27, 2026 - Apr 30, 2026	-8.34% Dec 26, 2025 - Apr 17, 2026
#5	-2.22% Feb 12, 2021 - Apr 15, 2021	-4.44% Aug 5, 2021 - Aug 24, 2021
#6	-2.12% Oct 2, 2024 - Nov 27, 2024	-4.43% Oct 29, 2025 - Dec 24, 2025
#7	-2.06% Sep 9, 2021 - Dec 28, 2021	-3.97% Jun 2, 2026 - Jun 10, 2026
#8	-1.84% Aug 10, 2020 - Nov 17, 2020	-3.91% Oct 25, 2021 - Nov 3, 2021
#9	-1.50% Oct 27, 2025 - Dec 10, 2025	-3.79% Dec 26, 2024 - Jan 22, 2025
#10	-1.24% May 8, 2026 - May 27, 2026	-2.81% Dec 11, 2024 - Dec 26, 2024
#11	-1.22% Jan 14, 2026 - Feb 2, 2026	-2.60% Oct 8, 2025 - Oct 20, 2025
#12	-1.17% Dec 24, 2020 - Jan 20, 2021	-2.54% Jan 23, 2025 - Feb 14, 2025
#13	-1.07% Jun 4, 2026 - Jun 10, 2026	-1.96% Jul 28, 2025 - Aug 8, 2025
#14	-0.82% May 7, 2021 - May 25, 2021	-1.80% Jul 26, 2021 - Jul 28, 2021
#15	-0.78% Jan 23, 2020 - Feb 11, 2020	-1.73% Aug 15, 2025 - Aug 27, 2025