OVM vs JULB

Comparison between OVERLAY SHARES MUNICIPAL BOND ETF (OVM, ETF) and APTUS JULY BUFFER ETF (JULB, ETF).

OVM vs JULB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVM(ETF)	JULB(ETF)
Net Assets	$44M	$44M
Expense Ratio	0.81%	0.25%
Max Drawdown	24.24%	5.24%
Sharpe Ratio	0.85	1.48
5Y Beta	0.19	0.49
5Y Dividends CAGR	4.01%	N/A

Net Assets

OVM

$44M

Winner

JULB

$44M

Expense Ratio

OVM

0.81%

Winner

JULB

0.25%

Max Drawdown

OVM

24.24%

Winner

JULB

5.24%

Sharpe Ratio

OVM

0.85

Winner

JULB

1.48

5Y Beta

Winner

OVM

0.19

JULB

0.49

5Y Dividends CAGR

OVM

4.01%

JULB

N/A

OVM vs JULB - Historical Returns

Returns include dividend reinvestment.

Period	OVM	JULB
1 month	+0.47%	+2.13%
3 months	-0.12%	+3.50%
6 months	-0.32%	+8.53%
1 year	+7.56%	+12.23%
5 years(CAGR)	+1.01%	N/A
Max(CAGR)	+2.47%	+14.36%

OVM

+0.47%

Winner

JULB

+2.13%

OVM

-0.12%

Winner

JULB

+3.50%

OVM

-0.32%

Winner

JULB

+8.53%

OVM

+7.56%

Winner

JULB

+12.23%

5Y(CAGR)

OVM

+1.01%

JULB

N/A

Max(CAGR)

OVM

+2.47%

Winner

JULB

+14.36%

OVM vs JULB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OVM	JULB
2026	+2.14%	+9.37%
2025	+4.18%	+2.56%
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 JULB Drawdown Comparison

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

The maximum drawdown for JULB was -5.24%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.

The current OVM drawdown is -1.91%. The current JULB drawdown is -0.75%.

Rank	OVM	JULB
#1	-15.58% Dec 28, 2021 - Oct 2, 2024	-5.24% Jan 28, 2026 - Apr 15, 2026
#2	-14.90% Feb 20, 2020 - Jul 9, 2020	-2.28% Oct 28, 2025 - Nov 28, 2025
#3	-8.20% Dec 6, 2024 - Oct 15, 2025	-1.67% Jul 10, 2026 - Aug 3, 2026
#4	-2.88% Jul 6, 2026 - Jul 30, 2026	-1.47% Jun 4, 2026 - Jun 15, 2026
#5	-2.44% Feb 27, 2026 - Apr 30, 2026	-1.31% Jan 12, 2026 - Jan 27, 2026
#6	-2.22% Feb 12, 2021 - Apr 15, 2021	-1.19% Dec 11, 2025 - Dec 22, 2025
#7	-2.12% Oct 2, 2024 - Nov 27, 2024	-0.92% Aug 14, 2026 - Aug 20, 2026
#8	-2.06% Sep 9, 2021 - Dec 28, 2021	-0.58% May 14, 2026 - May 22, 2026
#9	-1.84% Aug 10, 2020 - Nov 17, 2020	-0.48% Jun 18, 2026 - Jun 29, 2026
#10	-1.50% Oct 27, 2025 - Dec 10, 2025	-0.47% Dec 26, 2025 - Jan 6, 2026
#11	-1.24% May 8, 2026 - May 27, 2026	-0.41% Jun 15, 2026 - Jun 18, 2026
#12	-1.22% Jan 14, 2026 - Feb 2, 2026	-0.39% Apr 17, 2026 - Apr 22, 2026
#13	-1.17% Dec 24, 2020 - Jan 20, 2021	-0.39% Oct 15, 2025 - Oct 17, 2025
#14	-1.07% Jun 4, 2026 - Jul 2, 2026	-0.33% Jul 6, 2026 - Jul 10, 2026
#15	-0.82% May 7, 2021 - May 25, 2021	-0.28% Apr 27, 2026 - Apr 30, 2026