OVS vs PBNV

Comparison between OVERLAY SHARES SMALL CAP EQUITY ETF (OVS, ETF) and PGIM S&P 500 BUFFER 20 ETF - NOVEMBER (PBNV, ETF).

OVS vs PBNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVS(ETF)	PBNV(ETF)
Net Assets	$32M	$33M
Expense Ratio	0.83%	0.50%
Max Drawdown	45.09%	8.37%
Sharpe Ratio	1.48	1.21
5Y Beta	1.15	0.40
5Y Dividends CAGR	32.86%	N/A

Net Assets

OVS

$32M

Winner

PBNV

$33M

Expense Ratio

OVS

0.83%

Winner

PBNV

0.50%

Max Drawdown

OVS

45.09%

Winner

PBNV

8.37%

Sharpe Ratio

Winner

OVS

1.48

PBNV

1.21

5Y Beta

OVS

1.15

Winner

PBNV

0.40

5Y Dividends CAGR

OVS

32.86%

PBNV

N/A

OVS vs PBNV - Historical Returns

Returns include dividend reinvestment.

Period	OVS	PBNV
1 month	+2.19%	+0.73%
3 months	+8.73%	+3.56%
6 months	+14.42%	+5.62%
1 year	+35.74%	+10.45%
5 years(CAGR)	+7.86%	N/A
Max(CAGR)	+12.55%	+10.68%

Winner

OVS

+2.19%

PBNV

+0.73%

Winner

OVS

+8.73%

PBNV

+3.56%

Winner

OVS

+14.42%

PBNV

+5.62%

Winner

OVS

+35.74%

PBNV

+10.45%

5Y(CAGR)

OVS

+7.86%

PBNV

N/A

Max(CAGR)

Winner

OVS

+12.55%

PBNV

+10.68%

OVS vs PBNV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OVS	PBNV
2026	+22.99%	+5.94%
2025	+6.66%	+9.64%
2024	+11.93%	+7.28%
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 PBNV Drawdown Comparison

The maximum drawdown for OVS was -45.09%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The maximum drawdown for PBNV was -8.37%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current OVS drawdown is -1.50%. The current PBNV drawdown is -0.19%.

Rank	OVS	PBNV
#1	-45.09% Jan 16, 2020 - Nov 23, 2020	-8.37% Feb 19, 2025 - Jun 3, 2025
#2	-30.46% Nov 25, 2024 - Jan 6, 2026	-4.06% Feb 11, 2026 - Apr 14, 2026
#3	-30.43% Nov 5, 2021 - Jul 16, 2024	-2.71% Jul 16, 2024 - Aug 16, 2024
#4	-10.19% Jun 8, 2021 - Nov 1, 2021	-1.95% Nov 11, 2025 - Nov 28, 2025
#5	-9.84% Jul 31, 2024 - Oct 14, 2024	-1.47% Jun 2, 2026 - Jun 15, 2026
#6	-9.40% Mar 12, 2021 - Jun 1, 2021	-1.42% Aug 30, 2024 - Sep 13, 2024
#7	-8.46% Feb 6, 2026 - Apr 13, 2026	-1.35% Dec 4, 2024 - Jan 21, 2025
#8	-5.00% Nov 11, 2024 - Nov 25, 2024	-1.14% Feb 2, 2026 - Feb 11, 2026
#9	-4.69% Feb 24, 2021 - Mar 9, 2021	-1.12% Jan 12, 2026 - Jan 27, 2026
#10	-4.60% Oct 16, 2024 - Nov 6, 2024	-0.93% Nov 11, 2024 - Nov 26, 2024
#11	-4.27% May 6, 2026 - May 26, 2026	-0.91% Jan 23, 2025 - Feb 6, 2025
#12	-3.94% Jan 26, 2021 - Feb 4, 2021	-0.82% Jul 28, 2025 - Aug 8, 2025
#13	-3.46% Nov 24, 2020 - Dec 4, 2020	-0.79% Jun 15, 2026 - Jun 30, 2026
#14	-3.24% Jul 16, 2024 - Jul 26, 2024	-0.78% Nov 3, 2025 - Nov 11, 2025
#15	-3.24% Jun 30, 2026 - Jul 8, 2026	-0.72% Jul 15, 2026 - Jul 17, 2026