OVT vs AJUL
Comparison between Overlay Shares Short Term Bond ETF (OVT, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to July 2026 (AJUL, ETF).
OVT vs AJUL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVT
$59M
Winner
AJUL
$59M
Expense Ratio
OVT
0.79%
AJUL
0.79%
Max Drawdown
OVT
18.90%
Winner
AJUL
6.06%
Sharpe Ratio
OVT
1.14
Winner
AJUL
1.62
5Y Beta
Winner
OVT
0.16
AJUL
0.27
5Y Dividends CAGR
OVT
53.71%
AJUL
N/A
OVT vs AJUL - Historical Returns
Returns include dividend reinvestment.
1M
OVT
-0.25%
Winner
AJUL
+0.55%
3M
OVT
+0.39%
Winner
AJUL
+2.55%
6M
OVT
+2.36%
Winner
AJUL
+3.60%
1Y
OVT
+8.22%
Winner
AJUL
+9.15%
5Y(CAGR)
OVT
+2.86%
AJUL
N/A
Max(CAGR)
OVT
+2.95%
Winner
AJUL
+7.96%
OVT vs AJUL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OVT | AJUL |
|---|---|---|
| 2026 | +2.05% | +3.06% |
| 2025 | +7.71% | +7.77% |
| 2024 | +7.94% | +4.51% |
| 2023 | +7.69% | N/A |
| 2022 | -9.59% | N/A |
| 2021 | +2.08% | N/A |
OVT vs AJUL Drawdown Comparison
The maximum drawdown for OVT was -13.59%, occurring on Oct 14, 2022. Recovery took 697 trading sessions.
The maximum drawdown for AJUL was -6.06%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current OVT drawdown is -1.12%. The current AJUL drawdown is -0.03%.
| Rank | OVT | AJUL |
|---|---|---|
| #1 | -13.59% Sep 3, 2021 - Jun 13, 2024 | -6.06% Feb 19, 2025 - May 19, 2025 |
| #2 | -3.22% Feb 19, 2025 - Jun 23, 2025 | -2.19% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -2.08% Dec 6, 2024 - Feb 5, 2025 | -1.91% Jul 16, 2024 - Aug 15, 2024 |
| #4 | -1.72% Sep 24, 2024 - Dec 4, 2024 | -1.13% Aug 30, 2024 - Sep 12, 2024 |
| #5 | -1.55% Feb 27, 2026 - Apr 17, 2026 | -1.12% Dec 11, 2024 - Jan 21, 2025 |
| #6 | -1.53% Oct 28, 2025 - Nov 26, 2025 | -1.09% Oct 27, 2025 - Nov 26, 2025 |
| #7 | -1.21% Feb 24, 2021 - Apr 8, 2021 | -1.03% Oct 18, 2024 - Nov 7, 2024 |
| #8 | -1.12% May 29, 2026 - Jun 5, 2026 | -0.82% Sep 30, 2024 - Oct 18, 2024 |
| #9 | -0.91% Jan 6, 2026 - Jan 27, 2026 | -0.77% May 19, 2025 - Jun 2, 2025 |
| #10 | -0.73% Jul 16, 2024 - Jul 31, 2024 | -0.66% Nov 8, 2024 - Nov 27, 2024 |
| #11 | -0.69% Aug 2, 2024 - Aug 13, 2024 | -0.61% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -0.69% Sep 19, 2025 - Oct 8, 2025 | -0.52% Feb 2, 2026 - Feb 9, 2026 |
| #13 | -0.67% Aug 16, 2021 - Aug 30, 2021 | -0.45% Jul 29, 2025 - Aug 8, 2025 |
| #14 | -0.66% Jan 25, 2021 - Feb 8, 2021 | -0.44% Jan 16, 2026 - Jan 22, 2026 |
| #15 | -0.64% Jun 15, 2021 - Jul 6, 2021 | -0.44% Aug 21, 2024 - Aug 26, 2024 |
Correlation
Correlation between OVT and AJUL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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