OVM vs IBIL
Comparison between OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF) and ISHARES IBONDS OCT 2035 TERM TIPS ETF (IBIL, ETF).
OVM vs IBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVM
$36M
Winner
IBIL
$36M
Expense Ratio
OVM
0.81%
Winner
IBIL
0.10%
Max Drawdown
OVM
24.24%
Winner
IBIL
5.28%
Sharpe Ratio
Winner
OVM
1.64
IBIL
0.31
5Y Beta
Winner
OVM
0.18
IBIL
0.20
5Y Dividends CAGR
OVM
5.40%
IBIL
N/A
OVM vs IBIL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVM
+0.43%
IBIL
-0.74%
3M
Winner
OVM
+1.17%
IBIL
-0.26%
6M
Winner
OVM
+3.58%
IBIL
+0.98%
1Y
Winner
OVM
+11.03%
IBIL
+5.64%
5Y(CAGR)
OVM
+1.47%
IBIL
N/A
Max(CAGR)
OVM
+2.69%
Winner
IBIL
+4.89%
OVM vs IBIL - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVM | IBIL |
|---|---|---|
| 2026 | +3.10% | +1.17% |
| 2025 | +4.18% | +4.75% |
| 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 IBIL Drawdown Comparison
The maximum drawdown for OVM was -15.58%, occurring on Sep 30, 2022. Recovery took 694 trading sessions.
The maximum drawdown for IBIL was -5.28%, occurring on Apr 11, 2025. Recovery took 93 trading sessions.
The current OVM drawdown is -0.76%. The current IBIL drawdown is -1.16%.
| Rank | OVM | IBIL |
|---|---|---|
| #1 | -15.58% Dec 28, 2021 - Oct 2, 2024 | -5.28% Apr 9, 2025 - Aug 22, 2025 |
| #2 | -14.90% Feb 20, 2020 - Jul 9, 2020 | -2.76% Feb 27, 2026 - May 1, 2026 |
| #3 | -8.20% Dec 6, 2024 - Oct 15, 2025 | -2.50% Oct 29, 2025 - Feb 27, 2026 |
| #4 | -2.44% Feb 27, 2026 - Apr 30, 2026 | -2.00% Apr 3, 2025 - Apr 9, 2025 |
| #5 | -2.22% Feb 12, 2021 - Apr 15, 2021 | -1.58% May 8, 2026 - May 19, 2026 |
| #6 | -2.12% Oct 2, 2024 - Nov 27, 2024 | -1.19% Sep 15, 2025 - Oct 21, 2025 |
| #7 | -2.06% Sep 9, 2021 - Dec 28, 2021 | -0.49% Oct 23, 2025 - Oct 29, 2025 |
| #8 | -1.84% Aug 10, 2020 - Nov 17, 2020 | -0.35% May 1, 2026 - May 8, 2026 |
| #9 | -1.50% Oct 27, 2025 - Dec 10, 2025 | -0.33% Aug 28, 2025 - Sep 3, 2025 |
| #10 | -1.24% May 8, 2026 - May 27, 2026 | -0.29% Sep 11, 2025 - Sep 15, 2025 |
| #11 | -1.22% Jan 14, 2026 - Feb 2, 2026 | -0.25% Aug 22, 2025 - Aug 26, 2025 |
| #12 | -1.17% Dec 24, 2020 - Jan 20, 2021 | -0.18% Apr 1, 2025 - Apr 3, 2025 |
| #13 | -0.82% May 7, 2021 - May 25, 2021 | -0.14% Sep 8, 2025 - Sep 11, 2025 |
| #14 | -0.78% Jan 23, 2020 - Feb 11, 2020 | -0.06% Mar 26, 2025 - Mar 28, 2025 |
| #15 | -0.76% Jun 4, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between OVM and IBIL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
OVM vs IBIL dividend yield comparison.
| Year | OVM | IBIL |
|---|---|---|
| 2026 | 2.15% | 0.58% |
| 2025 | 5.45% | 2.93% |
| 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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