TSMY vs OVLH

Comparison between YIELDMAX(R) TSM OPTION INCOME STRATEGY ETF (TSMY, ETF) and OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF (OVLH, ETF).

TSMY vs OVLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TSMY(ETF)	OVLH(ETF)
Net Assets	$102M	$102M
Expense Ratio	1.01%	0.80%
Max Drawdown	41.67%	21.00%
Sharpe Ratio	2.02	1.39
5Y Beta	1.28	0.56

Net Assets

TSMY

$102M

Winner

OVLH

$102M

Expense Ratio

TSMY

1.01%

Winner

OVLH

0.80%

Max Drawdown

TSMY

41.67%

Winner

OVLH

21.00%

Sharpe Ratio

Winner

TSMY

2.02

OVLH

1.39

5Y Beta

TSMY

1.28

Winner

OVLH

0.56

TSMY vs OVLH - Holdings Comparison

TSMY and OVLH have 1 common holdings. Overlap is 0.12%

TSMY's top 25 holdings weight is 24.08%. OVLH's top 25 holdings weight is 97.86%.

Rank	TSMY	OVLH
#1	TSM US 04/17/26 C360 (n/a) - 15.83%	VANGUARD S&P 500 ETF (VOO) - 97.74%
#2	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.78%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.12%
#3	OTHER ASSETS AND LIABILITIES (n/a) - 2.63%	N/A
#4	TSM US 02/13/26 C342.5 (n/a) - 1.19%	N/A
#5	TSM US 02/13/26 C345 (n/a) - 1.05%	N/A
#6	TSM US 02/13/26 C362.5 (n/a) - 0.68%	N/A
#7	TSM US 02/13/26 C332.5 (n/a) - 0.66%	N/A
#8	TSM US 02/13/26 C357.5 (n/a) - 0.45%	N/A
#9	TSM US 02/20/26 C390 (n/a) - 0.33%	N/A
#10	TSM US 02/20/26 C387.5 (n/a) - 0.28%	N/A
#11	CASH OFFSET (n/a) - 0.22%	N/A
#12	TSM US 02/13/26 C360 (n/a) - 0.21%	N/A
#13	TSM US 02/20/26 C385 (n/a) - 0.10%	N/A
#14	TSM US 02/20/26 C392.5 (n/a) - 0.09%	N/A
#15	TSM US 02/20/26 C377.5 (n/a) - -0.17%	N/A
#16	TSM US 02/13/26 C352.5 (n/a) - -0.42%	N/A
#17	TSM US 02/20/26 C380 (n/a) - -0.47%	N/A
#18	TSM US 02/20/26 C382.5 (n/a) - -0.75%	N/A
#19	US DOLLARS (n/a) - -0.78%	N/A
#20	TSM US 02/13/26 C325 (n/a) - -0.83%	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	20	2

TSMY vs OVLH - Historical Returns

Returns include dividend reinvestment.

Period	TSMY	OVLH
1 month	+3.71%	+1.34%
3 months	+15.72%	+5.99%
6 months	+32.28%	+4.99%
1 year	+79.24%	+17.00%
5 years(CAGR)	N/A	+9.32%
Max(CAGR)	+46.82%	+10.53%

Winner

TSMY

+3.71%

OVLH

+1.34%

Winner

TSMY

+15.72%

OVLH

+5.99%

Winner

TSMY

+32.28%

OVLH

+4.99%

Winner

TSMY

+79.24%

OVLH

+17.00%

5Y(CAGR)

TSMY

N/A

OVLH

+9.32%

Max(CAGR)

Winner

TSMY

+46.82%

OVLH

+10.53%

TSMY vs OVLH - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	TSMY	OVLH
2026	+26.17%	+5.37%
2025	+38.19%	+15.91%
2024	+8.21%	+19.10%
2023	N/A	+17.29%
2022	N/A	-16.38%
2021	N/A	+20.91%

TSMY vs OVLH Drawdown Comparison

The maximum drawdown for TSMY was -31.19%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.

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

The current TSMY drawdown is -6.15%. The current OVLH drawdown is -2.22%.

Rank	TSMY	OVLH
#1	-31.19% Jan 6, 2025 - Jun 24, 2025	-20.69% Dec 27, 2021 - Feb 2, 2024
#2	-15.40% Feb 25, 2026 - Apr 22, 2026	-8.81% Feb 19, 2025 - May 12, 2025
#3	-9.02% Oct 17, 2024 - Dec 23, 2024	-6.36% Jan 27, 2026 - Apr 17, 2026
#4	-8.79% Dec 10, 2025 - Jan 2, 2026	-5.22% Jul 16, 2024 - Sep 13, 2024
#5	-8.35% Nov 3, 2025 - Dec 10, 2025	-5.22% Sep 3, 2021 - Oct 28, 2021
#6	-7.07% Oct 8, 2025 - Oct 15, 2025	-3.89% Feb 16, 2021 - Mar 15, 2021
#7	-7.01% Sep 26, 2024 - Oct 11, 2024	-3.83% May 7, 2021 - Jun 11, 2021
#8	-6.85% Aug 30, 2024 - Sep 12, 2024	-3.83% Mar 27, 2024 - May 15, 2024
#9	-6.15% Jun 2, 2026 - Jun 5, 2026	-3.16% Oct 28, 2025 - Jan 12, 2026
#10	-5.64% May 6, 2026 - May 27, 2026	-3.06% Dec 6, 2024 - Feb 19, 2025
#11	-5.37% Aug 12, 2025 - Sep 8, 2025	-2.72% Jul 12, 2021 - Jul 23, 2021
#12	-4.72% Jan 15, 2026 - Feb 6, 2026	-2.64% Nov 24, 2021 - Dec 10, 2021
#13	-3.77% Jul 17, 2025 - Jul 25, 2025	-2.57% Dec 15, 2021 - Dec 27, 2021
#14	-3.64% Jul 25, 2025 - Aug 12, 2025	-2.43% Jan 26, 2021 - Feb 4, 2021
#15	-3.46% Dec 24, 2024 - Jan 3, 2025	-2.22% Jun 2, 2026 - Jun 5, 2026