OVT vs WSGE
Comparison between Overlay Shares Short Term Bond ETF (OVT, ETF) and WARREN STREET GLOBAL EQUITY ETF (WSGE, ETF).
OVT vs WSGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVT
$61M
Winner
WSGE
$61M
Expense Ratio
Winner
OVT
0.79%
WSGE
0.80%
Max Drawdown
OVT
18.90%
Winner
WSGE
9.25%
Sharpe Ratio
OVT
0.66
Winner
WSGE
1.07
5Y Beta
Winner
OVT
0.16
WSGE
1.08
5Y Dividends CAGR
OVT
55.69%
WSGE
N/A
OVT vs WSGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVT
-0.10%
WSGE
-0.75%
3M
OVT
+0.04%
Winner
WSGE
+5.55%
6M
OVT
+1.82%
Winner
WSGE
+9.69%
1Y
OVT
+6.01%
WSGE
N/A
5Y(CAGR)
OVT
+2.75%
WSGE
N/A
Max(CAGR)
OVT
+2.91%
Winner
WSGE
+20.64%
OVT vs WSGE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OVT | WSGE |
|---|---|---|
| 2026 | +2.19% | +11.21% |
| 2025 | +7.71% | +0.31% |
| 2024 | +7.94% | N/A |
| 2023 | +7.69% | N/A |
| 2022 | -9.59% | N/A |
| 2021 | +2.08% | N/A |
OVT vs WSGE Drawdown Comparison
The maximum drawdown for OVT was -13.59%, occurring on Oct 14, 2022. Recovery took 697 trading sessions.
The maximum drawdown for WSGE was -9.25%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current OVT drawdown is -0.98%. The current WSGE drawdown is -1.05%.
| Rank | OVT | WSGE |
|---|---|---|
| #1 | -13.59% Sep 3, 2021 - Jun 13, 2024 | -9.25% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -3.22% Feb 19, 2025 - Jun 23, 2025 | -4.06% Jun 2, 2026 - Jun 15, 2026 |
| #3 | -2.08% Dec 6, 2024 - Feb 5, 2025 | -2.69% Dec 11, 2025 - Dec 23, 2025 |
| #4 | -1.72% Sep 24, 2024 - Dec 4, 2024 | -2.29% Jul 6, 2026 - Jul 20, 2026 |
| #5 | -1.55% Feb 27, 2026 - Apr 17, 2026 | -2.21% May 14, 2026 - May 26, 2026 |
| #6 | -1.53% Oct 28, 2025 - Nov 26, 2025 | -2.16% Jun 15, 2026 - Jul 6, 2026 |
| #7 | -1.25% May 29, 2026 - Jun 10, 2026 | -2.14% Jan 27, 2026 - Feb 6, 2026 |
| #8 | -1.21% Feb 24, 2021 - Apr 8, 2021 | -1.82% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -0.91% Jan 6, 2026 - Jan 27, 2026 | -1.51% Apr 17, 2026 - Apr 30, 2026 |
| #10 | -0.73% Jul 16, 2024 - Jul 31, 2024 | -1.48% Feb 11, 2026 - Feb 25, 2026 |
| #11 | -0.69% Aug 2, 2024 - Aug 13, 2024 | -1.25% Dec 24, 2025 - Jan 6, 2026 |
| #12 | -0.69% Sep 19, 2025 - Oct 8, 2025 | -1.02% May 6, 2026 - May 14, 2026 |
| #13 | -0.67% Aug 16, 2021 - Aug 30, 2021 | -0.83% Apr 30, 2026 - May 5, 2026 |
| #14 | -0.66% Jan 25, 2021 - Feb 8, 2021 | -0.56% Jan 6, 2026 - Jan 9, 2026 |
| #15 | -0.64% Jun 15, 2021 - Jul 6, 2021 | -0.26% Feb 9, 2026 - Feb 11, 2026 |
Correlation
Correlation between OVT and WSGE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2021 - 2026)
OVT vs WSGE dividend yield comparison.
| Year | OVT | WSGE |
|---|---|---|
| 2026 | 3.21% | 0.00% |
| 2025 | 7.21% | 0.27% |
| 2024 | 6.15% | 0.00% |
| 2023 | 5.11% | 0.00% |
| 2022 | 4.12% | 0.00% |
| 2021 | 4.41% | 0.00% |
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