PFIG vs OVLH

Comparison between INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF) and OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF).

5-Year PerformanceOVLH has outperformed PFIG, delivering a return of +8.4% compared to +1.1%

PFIG vs OVLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFIG(ETF)	OVLH(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.22%	0.80%
Max Drawdown	19.63%	21.00%
Sharpe Ratio	-0.11	0.92
5Y Beta	0.05	0.56
5Y Dividends CAGR	8.36%	N/A

Net Assets

Winner

PFIG

$116M

OVLH

$116M

Expense Ratio

Winner

PFIG

0.22%

OVLH

0.80%

Max Drawdown

Winner

PFIG

19.63%

OVLH

21.00%

Sharpe Ratio

PFIG

-0.11

Winner

OVLH

0.92

5Y Beta

Winner

PFIG

0.05

OVLH

0.56

5Y Dividends CAGR

PFIG

8.36%

OVLH

N/A

PFIG vs OVLH - Historical Returns

Returns include dividend reinvestment.

Period	PFIG	OVLH
1 month	-0.58%	-0.24%
3 months	-0.78%	+2.39%
6 months	-0.40%	+4.22%
1 year	+2.84%	+10.33%
5 years(CAGR)	+1.06%	+8.37%
10 years(CAGR)	+2.28%	N/A
Max(CAGR)	+2.71%	+10.11%

PFIG

-0.58%

Winner

OVLH

-0.24%

PFIG

-0.78%

Winner

OVLH

+2.39%

PFIG

-0.40%

Winner

OVLH

+4.22%

PFIG

+2.84%

Winner

OVLH

+10.33%

5Y(CAGR)

PFIG

+1.06%

Winner

OVLH

+8.37%

10Y(CAGR)

PFIG

+2.28%

OVLH

N/A

Max(CAGR)

PFIG

+2.71%

Winner

OVLH

+10.11%

PFIG vs OVLH - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	PFIG	OVLH
2026	-0.27%	+4.54%
2025	+7.73%	+15.91%
2024	+3.68%	+19.10%
2023	+6.70%	+17.29%
2022	-9.69%	-16.38%
2021	-1.30%	+20.91%
2020	+7.50%	N/A
2019	+9.72%	N/A
2018	-0.66%	N/A
2017	+3.47%	N/A
2016	+3.40%	N/A
2015	+0.95%	N/A
2014	+4.60%	N/A
2013	-1.16%	N/A
2012	+5.60%	N/A
2011	+1.99%	N/A

PFIG vs OVLH Drawdown Comparison

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The maximum drawdown for OVLH was -20.69%, occurring on Oct 11, 2022. Recovery took 528 trading sessions.

The current PFIG drawdown is -1.42%. The current OVLH drawdown is -2.99%.

Rank	PFIG	OVLH
#1	-15.58% Aug 3, 2021 - Apr 3, 2025	-20.69% Dec 27, 2021 - Feb 2, 2024
#2	-14.64% Mar 3, 2020 - May 29, 2020	-8.81% Feb 19, 2025 - May 12, 2025
#3	-5.24% May 1, 2013 - Apr 11, 2014	-6.36% Jan 27, 2026 - Apr 17, 2026
#4	-4.08% Nov 1, 2011 - May 7, 2012	-5.22% Jul 16, 2024 - Sep 13, 2024
#5	-3.65% Sep 27, 2016 - Jun 2, 2017	-5.22% Sep 3, 2021 - Oct 28, 2021
#6	-3.41% Sep 5, 2017 - Jan 30, 2019	-3.89% Feb 16, 2021 - Mar 15, 2021
#7	-2.89% Dec 30, 2020 - Jul 19, 2021	-3.83% May 7, 2021 - Jun 11, 2021
#8	-2.48% Sep 22, 2011 - Oct 19, 2011	-3.83% Mar 27, 2024 - May 15, 2024
#9	-2.32% Apr 1, 2015 - Mar 16, 2016	-3.53% Jun 2, 2026 - Jun 10, 2026
#10	-2.03% Apr 4, 2025 - May 30, 2025	-3.16% Oct 28, 2025 - Jan 12, 2026
#11	-1.95% Feb 23, 2026 - Mar 26, 2026	-3.06% Dec 6, 2024 - Feb 19, 2025
#12	-1.76% Oct 15, 2014 - Jan 12, 2015	-2.72% Jul 12, 2021 - Jul 23, 2021
#13	-1.55% Sep 4, 2019 - Oct 3, 2019	-2.64% Nov 24, 2021 - Dec 10, 2021
#14	-1.38% May 18, 2012 - Jun 18, 2012	-2.57% Dec 15, 2021 - Dec 27, 2021
#15	-1.37% Dec 5, 2012 - Apr 4, 2013	-2.43% Jan 26, 2021 - Feb 4, 2021

Correlation

Correlation between PFIG and OVLH is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2011 - 2026)

PFIG vs OVLH dividend yield comparison.

Year	PFIG	OVLH
2026	2.58%	0.00%
2025	4.15%	0.30%
2024	4.12%	0.32%
2023	3.54%	0.83%
2022	2.58%	0.79%
2021	3.34%	0.40%
2020	2.81%	0.00%
2019	2.92%	0.00%
2018	2.88%	0.00%
2017	2.54%	0.00%
2016	2.58%	0.00%
2015	2.57%	0.00%
2014	2.39%	0.00%
2013	2.19%	0.00%
2012	2.30%	0.00%
2011	0.64%	0.00%