OVM vs EAOA
Comparison between OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF) and ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF (EAOA, ETF).
5-Year PerformanceEAOA has outperformed OVM, delivering a return of +8.0% compared to +1.5%
OVM vs EAOA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OVM vs EAOA - Historical Returns
Returns include dividend reinvestment.
OVM vs EAOA - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVM | EAOA |
|---|---|---|
| 2026 | +3.10% | +7.04% |
| 2025 | +4.18% | +18.54% |
| 2024 | +3.99% | +14.72% |
| 2023 | +6.98% | +18.15% |
| 2022 | -11.22% | -18.03% |
| 2021 | +4.98% | +15.20% |
| 2020 | +6.00% | +19.78% |
| 2019 | +1.72% | N/A |
OVM vs EAOA Drawdown Comparison
The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.
The maximum drawdown for EAOA was -25.07%, occurring on Oct 14, 2022. Recovery took 580 trading sessions.
The current OVM drawdown is -0.76%. The current EAOA drawdown is -2.96%.
| Rank | OVM | EAOA |
|---|---|---|
| #1 | -15.58% Dec 28, 2021 - Oct 2, 2024 | -25.07% Nov 8, 2021 - Mar 1, 2024 |
| #2 | -14.90% Feb 20, 2020 - Jul 9, 2020 | -13.84% Feb 18, 2025 - May 19, 2025 |
| #3 | -8.20% Dec 6, 2024 - Oct 15, 2025 | -8.17% Feb 25, 2026 - Apr 16, 2026 |
| #4 | -2.44% Feb 27, 2026 - Apr 30, 2026 | -6.55% Sep 2, 2020 - Nov 9, 2020 |
| #5 | -2.22% Feb 12, 2021 - Apr 15, 2021 | -6.34% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -2.12% Oct 2, 2024 - Nov 27, 2024 | -4.78% Mar 28, 2024 - May 14, 2024 |
| #7 | -2.06% Sep 9, 2021 - Dec 28, 2021 | -4.53% Sep 3, 2021 - Nov 1, 2021 |
| #8 | -1.84% Aug 10, 2020 - Nov 17, 2020 | -4.44% Dec 6, 2024 - Feb 13, 2025 |
| #9 | -1.50% Oct 27, 2025 - Dec 10, 2025 | -4.37% Feb 16, 2021 - Apr 5, 2021 |
| #10 | -1.24% May 8, 2026 - May 27, 2026 | -4.21% Oct 28, 2025 - Dec 10, 2025 |
| #11 | -1.22% Jan 14, 2026 - Feb 2, 2026 | -3.43% May 7, 2021 - Jun 1, 2021 |
| #12 | -1.17% Dec 24, 2020 - Jan 20, 2021 | -3.13% Aug 30, 2024 - Sep 16, 2024 |
| #13 | -0.82% May 7, 2021 - May 25, 2021 | -3.09% Jan 21, 2021 - Feb 5, 2021 |
| #14 | -0.78% Jan 23, 2020 - Feb 11, 2020 | -2.96% Jun 2, 2026 - Jun 5, 2026 |
| #15 | -0.76% Jun 4, 2026 - Jun 5, 2026 | -2.70% Oct 14, 2024 - Nov 7, 2024 |
Correlation
Correlation between OVM and EAOA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2019 - 2026)
OVM vs EAOA dividend yield comparison.
| Year | OVM | EAOA |
|---|---|---|
| 2026 | 2.15% | 0.31% |
| 2025 | 5.45% | 2.10% |
| 2024 | 4.91% | 2.09% |
| 2023 | 4.66% | 2.21% |
| 2022 | 4.21% | 1.93% |
| 2021 | 6.10% | 1.48% |
| 2020 | 3.97% | 1.12% |
| 2019 | 0.58% | 0.00% |
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