OVS vs FTBI
Comparison between OVERLAY SHARES SMALL CAP EQUITY ETF (OVS, ETF) and FIRST TRUST BALANCED INCOME ETF (FTBI, ETF).
OVS vs FTBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVS
$20M
Winner
FTBI
$21M
Expense Ratio
Winner
OVS
0.83%
FTBI
0.97%
Max Drawdown
OVS
45.09%
Winner
FTBI
6.42%
Sharpe Ratio
OVS
1.48
Winner
FTBI
1.60
5Y Beta
OVS
1.16
Winner
FTBI
0.52
5Y Dividends CAGR
OVS
29.71%
FTBI
N/A
OVS vs FTBI - Historical Returns
Returns include dividend reinvestment.
1M
OVS
-0.51%
Winner
FTBI
+0.69%
3M
Winner
OVS
+8.50%
FTBI
+2.51%
6M
Winner
OVS
+15.59%
FTBI
+5.12%
1Y
Winner
OVS
+35.50%
FTBI
+16.39%
5Y(CAGR)
OVS
+5.81%
FTBI
N/A
Max(CAGR)
OVS
+11.74%
Winner
FTBI
+17.01%
OVS vs FTBI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVS | FTBI |
|---|---|---|
| 2026 | +15.42% | +4.74% |
| 2025 | +6.66% | +11.78% |
| 2024 | +11.93% | N/A |
| 2023 | +17.54% | N/A |
| 2022 | -20.81% | N/A |
| 2021 | +31.69% | N/A |
| 2020 | +12.30% | N/A |
| 2019 | +11.52% | N/A |
OVS vs FTBI Drawdown Comparison
The maximum drawdown for OVS was -45.09%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current OVS drawdown is -2.33%. The current FTBI drawdown is -1.63%.
| Rank | OVS | FTBI |
|---|---|---|
| #1 | -45.09% Jan 16, 2020 - Nov 23, 2020 | -5.33% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -30.46% Nov 25, 2024 - Jan 6, 2026 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -30.43% Nov 5, 2021 - Jul 16, 2024 | -1.63% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -10.19% Jun 8, 2021 - Nov 1, 2021 | -1.58% May 6, 2026 - May 22, 2026 |
| #5 | -9.84% Jul 31, 2024 - Oct 14, 2024 | -1.47% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -9.40% Mar 12, 2021 - Jun 1, 2021 | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #7 | -8.46% Feb 6, 2026 - Apr 13, 2026 | -1.22% Dec 11, 2025 - Dec 23, 2025 |
| #8 | -5.00% Nov 11, 2024 - Nov 25, 2024 | -1.00% Jan 15, 2026 - Jan 22, 2026 |
| #9 | -4.69% Feb 24, 2021 - Mar 9, 2021 | -0.99% Jul 22, 2025 - Aug 8, 2025 |
| #10 | -4.60% Oct 16, 2024 - Nov 6, 2024 | -0.98% Feb 10, 2026 - Feb 25, 2026 |
| #11 | -4.27% May 6, 2026 - May 26, 2026 | -0.98% Oct 27, 2025 - Nov 12, 2025 |
| #12 | -3.94% Jan 26, 2021 - Feb 4, 2021 | -0.98% Oct 21, 2025 - Oct 27, 2025 |
| #13 | -3.46% Nov 24, 2020 - Dec 4, 2020 | -0.91% Dec 26, 2025 - Jan 5, 2026 |
| #14 | -3.24% Jul 16, 2024 - Jul 26, 2024 | -0.86% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -2.64% Nov 27, 2019 - Dec 12, 2019 | -0.85% Apr 24, 2026 - May 5, 2026 |
Correlation
Correlation between OVS and FTBI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
OVS vs FTBI dividend yield comparison.
| Year | OVS | FTBI |
|---|---|---|
| 2026 | 4.22% | 3.30% |
| 2025 | 3.69% | 4.76% |
| 2024 | 4.08% | 0.00% |
| 2023 | 3.19% | 0.00% |
| 2022 | 3.43% | 0.00% |
| 2021 | 4.05% | 0.00% |
| 2020 | 1.74% | 0.00% |
| 2019 | 0.54% | 0.00% |
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