OVT vs KGRN

Comparison between Overlay Shares Short Term Bond ETF (OVT, ETF) and KRANESHARES MSCI CHINA CLEAN TECHNOLOGY INDEX ETF (KGRN, ETF).

5-Year PerformanceOVT has outperformed KGRN, delivering a return of +2.8% compared to -10.1%

OVT vs KGRN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OVT(ETF)	KGRN(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.79%	0.79%
Max Drawdown	18.90%	67.29%
Sharpe Ratio	1.22	-0.18
5Y Beta	0.16	0.61
5Y Dividends CAGR	53.71%	-26.68%

Net Assets

OVT

$61M

Winner

KGRN

$61M

Expense Ratio

OVT

0.79%

KGRN

0.79%

Max Drawdown

Winner

OVT

18.90%

KGRN

67.29%

Sharpe Ratio

Winner

OVT

1.22

KGRN

-0.18

5Y Beta

Winner

OVT

0.16

KGRN

0.61

5Y Dividends CAGR

Winner

OVT

53.71%

KGRN

-26.68%

OVT vs KGRN - Historical Returns

Returns include dividend reinvestment.

Period	OVT	KGRN
1 month	-0.08%	-11.75%
3 months	+1.56%	-12.57%
6 months	+2.89%	-6.82%
1 year	+8.13%	-2.16%
5 years(CAGR)	+2.85%	-10.05%
10 years(CAGR)	N/A	+1.62%
Max(CAGR)	+3.00%	+1.62%

Winner

OVT

-0.08%

KGRN

-11.75%

Winner

OVT

+1.56%

KGRN

-12.57%

Winner

OVT

+2.89%

KGRN

-6.82%

Winner

OVT

+8.13%

KGRN

-2.16%

5Y(CAGR)

Winner

OVT

+2.85%

KGRN

-10.05%

10Y(CAGR)

OVT

N/A

KGRN

+1.62%

Max(CAGR)

Winner

OVT

+3.00%

KGRN

+1.62%

OVT vs KGRN - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OVT	KGRN
2026	+2.34%	-8.59%
2025	+7.71%	+23.57%
2024	+7.94%	+3.69%
2023	+7.69%	-16.61%
2022	-9.59%	-40.60%
2021	+2.08%	+0.71%
2020	N/A	+132.80%
2019	N/A	+12.90%
2018	N/A	-29.35%
2017	N/A	-0.37%

OVT vs KGRN Drawdown Comparison

The maximum drawdown for OVT was -13.59%, occurring on Oct 14, 2022. Recovery took 697 trading sessions.

The maximum drawdown for KGRN was -66.22%, occurring on Feb 5, 2024. This drawdown has not yet recovered.

The current OVT drawdown is -0.84%. The current KGRN drawdown is -50.51%.

Rank	OVT	KGRN
#1	-13.59% Sep 3, 2021 - Jun 13, 2024	-66.22% Feb 16, 2021 - Feb 5, 2024
#2	-3.22% Feb 19, 2025 - Jun 23, 2025	-41.15% Jan 22, 2018 - Jul 6, 2020
#3	-2.08% Dec 6, 2024 - Feb 5, 2025	-9.50% Oct 26, 2017 - Jan 3, 2018
#4	-1.72% Sep 24, 2024 - Dec 4, 2024	-8.95% Jan 25, 2021 - Feb 9, 2021
#5	-1.55% Feb 27, 2026 - Apr 17, 2026	-8.88% Jul 10, 2020 - Aug 5, 2020
#6	-1.53% Oct 28, 2025 - Nov 26, 2025	-7.23% Nov 24, 2020 - Dec 18, 2020
#7	-1.25% May 29, 2026 - Jun 10, 2026	-6.38% Aug 28, 2020 - Sep 15, 2020
#8	-1.21% Feb 24, 2021 - Apr 8, 2021	-6.28% Jan 12, 2021 - Jan 20, 2021
#9	-0.91% Jan 6, 2026 - Jan 27, 2026	-5.53% Oct 20, 2020 - Nov 2, 2020
#10	-0.73% Jul 16, 2024 - Jul 31, 2024	-5.16% Sep 18, 2020 - Sep 30, 2020
#11	-0.69% Aug 2, 2024 - Aug 13, 2024	-3.22% Aug 5, 2020 - Aug 25, 2020
#12	-0.69% Sep 19, 2025 - Oct 8, 2025	-2.90% Nov 9, 2020 - Nov 20, 2020
#13	-0.67% Aug 16, 2021 - Aug 30, 2021	-2.07% Jan 7, 2021 - Jan 12, 2021
#14	-0.66% Jan 25, 2021 - Feb 8, 2021	-1.99% Oct 15, 2020 - Oct 20, 2020
#15	-0.64% Jun 15, 2021 - Jul 6, 2021	-1.92% Oct 18, 2017 - Oct 23, 2017