OVM vs DAK
Comparison between OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF) and DAKOTA ACTIVE EQUITY ETF (DAK, ETF).
OVM vs DAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OVM
$43M
DAK
$42M
Expense Ratio
OVM
0.81%
Winner
DAK
0.43%
Max Drawdown
OVM
24.24%
Winner
DAK
8.05%
Sharpe Ratio
OVM
1.03
Winner
DAK
1.22
5Y Beta
Winner
OVM
0.18
DAK
0.85
P/E Ratio
OVM
N/A
DAK
27.24
Forward P/E
OVM
N/A
DAK
21.79
PEG Ratio
OVM
N/A
DAK
0.60
5Y Dividends CAGR
OVM
6.82%
DAK
N/A
5Y EPS CAGR
OVM
N/A
DAK
20.57%
Debt to Equity
OVM
N/A
DAK
33.28%
P/S Ratio
OVM
N/A
DAK
4.04
P/B Ratio
OVM
N/A
DAK
5.81
OVM vs DAK - Historical Returns
Returns include dividend reinvestment.
1M
OVM
-1.73%
Winner
DAK
+0.35%
3M
OVM
-1.17%
Winner
DAK
+4.78%
6M
OVM
+0.97%
Winner
DAK
+7.30%
1Y
OVM
+7.54%
Winner
DAK
+16.36%
5Y(CAGR)
OVM
+0.88%
DAK
N/A
Max(CAGR)
OVM
+2.39%
Winner
DAK
+16.72%
OVM vs DAK - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVM | DAK |
|---|---|---|
| 2026 | +1.41% | +8.36% |
| 2025 | +4.18% | +7.36% |
| 2024 | +3.99% | N/A |
| 2023 | +6.98% | N/A |
| 2022 | -11.22% | N/A |
| 2021 | +4.98% | N/A |
| 2020 | +6.00% | N/A |
| 2019 | +1.72% | N/A |
OVM vs DAK Drawdown Comparison
The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.
The maximum drawdown for DAK was -7.87%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The current OVM drawdown is -2.61%. The current DAK drawdown is -2.32%.
| Rank | OVM | DAK |
|---|---|---|
| #1 | -15.58% Dec 28, 2021 - Oct 2, 2024 | -7.87% Feb 2, 2026 - Apr 15, 2026 |
| #2 | -14.90% Feb 20, 2020 - Jul 9, 2020 | -4.49% Oct 28, 2025 - Dec 11, 2025 |
| #3 | -8.20% Dec 6, 2024 - Oct 15, 2025 | -3.92% May 26, 2026 - Jun 10, 2026 |
| #4 | -2.61% Jul 6, 2026 - Jul 23, 2026 | -2.42% Oct 8, 2025 - Oct 20, 2025 |
| #5 | -2.44% Feb 27, 2026 - Apr 30, 2026 | -2.11% Jan 12, 2026 - Feb 2, 2026 |
| #6 | -2.22% Feb 12, 2021 - Apr 15, 2021 | -2.03% Dec 11, 2025 - Dec 23, 2025 |
| #7 | -2.12% Oct 2, 2024 - Nov 27, 2024 | -1.70% Jul 30, 2025 - Aug 8, 2025 |
| #8 | -2.06% Sep 9, 2021 - Dec 28, 2021 | -1.24% Sep 22, 2025 - Oct 6, 2025 |
| #9 | -1.84% Aug 10, 2020 - Nov 17, 2020 | -1.08% Dec 24, 2025 - Jan 6, 2026 |
| #10 | -1.50% Oct 27, 2025 - Dec 10, 2025 | -0.96% May 14, 2026 - May 21, 2026 |
| #11 | -1.24% May 8, 2026 - May 27, 2026 | -0.86% Aug 14, 2025 - Aug 22, 2025 |
| #12 | -1.22% Jan 14, 2026 - Feb 2, 2026 | -0.85% Apr 17, 2026 - Apr 24, 2026 |
| #13 | -1.17% Dec 24, 2020 - Jan 20, 2021 | -0.85% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.07% Jun 4, 2026 - Jul 2, 2026 | -0.75% May 1, 2026 - May 5, 2026 |
| #15 | -0.82% May 7, 2021 - May 25, 2021 | -0.62% Oct 21, 2025 - Oct 24, 2025 |
Correlation
Correlation between OVM and DAK is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2019 - 2026)
OVM vs DAK dividend yield comparison.
| Year | OVM | DAK |
|---|---|---|
| 2026 | 2.63% | 0.37% |
| 2025 | 5.45% | 0.42% |
| 2024 | 4.91% | 0.00% |
| 2023 | 4.66% | 0.00% |
| 2022 | 4.21% | 0.00% |
| 2021 | 6.10% | 0.00% |
| 2020 | 3.97% | 0.00% |
| 2019 | 0.58% | 0.00% |
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