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OVT vs UMAY

Comparison between Overlay Shares Short Term Bond ETF (OVT, ETF) and Innovator U.S. Equity Ultra Buffer ETF - May (UMAY, ETF).

5-Year PerformanceUMAY has outperformed OVT, delivering a return of +6.3% compared to +2.9%

OVT vs UMAY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OVT
$59M
Winner
UMAY
$59M
Expense Ratio
OVT
0.79%
UMAY
0.79%
Max Drawdown
OVT
18.90%
Winner
UMAY
12.12%
Sharpe Ratio
OVT
1.14
Winner
UMAY
1.48
5Y Beta
Winner
OVT
0.16
UMAY
0.49
5Y Dividends CAGR
OVT
53.71%
UMAY
N/A

OVT vs UMAY - Historical Returns

Returns include dividend reinvestment.

1M
OVT
-0.25%
Winner
UMAY
+0.59%
3M
OVT
+0.39%
Winner
UMAY
+2.32%
6M
OVT
+2.36%
Winner
UMAY
+3.64%
1Y
OVT
+8.22%
Winner
UMAY
+9.67%
5Y(CAGR)
OVT
+2.86%
Winner
UMAY
+6.29%
Max(CAGR)
OVT
+2.95%
Winner
UMAY
+6.63%

OVT vs UMAY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearOVTUMAY
2026+2.05%+2.98%
2025+7.71%+8.79%
2024+7.94%+14.49%
2023+7.69%+12.76%
2022-9.59%-9.27%
2021+2.08%+5.51%
2020N/A+7.38%

OVT vs UMAY Drawdown Comparison

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

The maximum drawdown for UMAY was -12.12%, occurring on Oct 11, 2022. Recovery took 424 trading sessions.

The current OVT drawdown is -1.12%. The current UMAY drawdown is -1.19%.

RankOVTUMAY
#1-13.59%
Sep 3, 2021 - Jun 13, 2024
-12.12%
Apr 4, 2022 - Dec 11, 2023
#2-3.22%
Feb 19, 2025 - Jun 23, 2025
-10.49%
Feb 19, 2025 - May 16, 2025
#3-2.08%
Dec 6, 2024 - Feb 5, 2025
-4.02%
Jan 4, 2022 - Mar 28, 2022
#4-1.72%
Sep 24, 2024 - Dec 4, 2024
-3.54%
Jul 16, 2024 - Aug 19, 2024
#5-1.55%
Feb 27, 2026 - Apr 17, 2026
-2.47%
Jun 8, 2020 - Jul 20, 2020
#6-1.53%
Oct 28, 2025 - Nov 26, 2025
-1.93%
Aug 30, 2024 - Sep 16, 2024
#7-1.21%
Feb 24, 2021 - Apr 8, 2021
-1.72%
Oct 12, 2020 - Nov 5, 2020
#8-1.12%
May 29, 2026 - Jun 5, 2026
-1.49%
Aug 27, 2021 - Oct 19, 2021
#9-0.91%
Jan 6, 2026 - Jan 27, 2026
-1.48%
May 11, 2020 - May 18, 2020
#10-0.73%
Jul 16, 2024 - Jul 31, 2024
-1.48%
Aug 26, 2020 - Oct 9, 2020
#11-0.69%
Aug 2, 2024 - Aug 13, 2024
-1.42%
Nov 18, 2021 - Dec 23, 2021
#12-0.69%
Sep 19, 2025 - Oct 8, 2025
-1.39%
May 7, 2021 - May 27, 2021
#13-0.67%
Aug 16, 2021 - Aug 30, 2021
-1.36%
Feb 25, 2026 - Apr 2, 2026
#14-0.66%
Jan 25, 2021 - Feb 8, 2021
-1.20%
Dec 16, 2024 - Dec 24, 2024
#15-0.64%
Jun 15, 2021 - Jul 6, 2021
-1.19%
Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between OVT and UMAY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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