ZTRE vs OVF
Comparison between F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF) and OVERLAY SHARES FOREIGN EQUITY ETF (OVF, ETF).
ZTRE vs OVF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTRE
$41M
Winner
OVF
$41M
Expense Ratio
Winner
ZTRE
0.15%
OVF
0.83%
Max Drawdown
Winner
ZTRE
1.94%
OVF
33.71%
Sharpe Ratio
ZTRE
0.09
Winner
OVF
1.30
5Y Beta
Winner
ZTRE
0.03
OVF
0.88
5Y Dividends CAGR
ZTRE
N/A
OVF
31.33%
ZTRE vs OVF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZTRE
-0.16%
OVF
-2.00%
3M
ZTRE
-0.09%
Winner
OVF
+6.11%
6M
ZTRE
+1.08%
Winner
OVF
+14.02%
1Y
ZTRE
+4.20%
Winner
OVF
+27.40%
5Y(CAGR)
ZTRE
N/A
OVF
+8.80%
Max(CAGR)
ZTRE
+4.99%
Winner
OVF
+8.99%
ZTRE vs OVF - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ZTRE | OVF |
|---|---|---|
| 2026 | +0.38% | +9.80% |
| 2025 | +6.60% | +33.57% |
| 2024 | +0.37% | +7.82% |
| 2023 | N/A | +14.66% |
| 2022 | N/A | -17.51% |
| 2021 | N/A | +9.23% |
| 2020 | N/A | +2.11% |
| 2019 | N/A | +5.80% |
ZTRE vs OVF Drawdown Comparison
The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for OVF was -30.06%, occurring on Oct 14, 2022. Recovery took 676 trading sessions.
The current ZTRE drawdown is -0.42%. The current OVF drawdown is -3.90%.
| Rank | ZTRE | OVF |
|---|---|---|
| #1 | -1.45% Feb 23, 2026 - Mar 26, 2026 | -30.06% Sep 3, 2021 - May 14, 2024 |
| #2 | -1.16% Apr 3, 2025 - Apr 25, 2025 | -29.60% Jan 17, 2020 - Dec 29, 2020 |
| #3 | -0.52% Apr 30, 2025 - May 27, 2025 | -15.88% Sep 26, 2024 - May 5, 2025 |
| #4 | -0.40% Oct 28, 2025 - Nov 21, 2025 | -11.63% Feb 25, 2026 - May 6, 2026 |
| #5 | -0.39% Jun 4, 2025 - Jun 12, 2025 | -8.91% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -0.37% Dec 30, 2024 - Jan 15, 2025 | -5.94% Nov 12, 2025 - Dec 10, 2025 |
| #7 | -0.36% Mar 4, 2025 - Mar 19, 2025 | -5.43% Feb 16, 2021 - Apr 15, 2021 |
| #8 | -0.35% Jun 30, 2025 - Jul 21, 2025 | -4.72% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.34% Sep 16, 2025 - Oct 1, 2025 | -4.70% Jul 23, 2025 - Aug 13, 2025 |
| #10 | -0.32% Feb 5, 2025 - Feb 14, 2025 | -4.48% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -0.27% Nov 26, 2025 - Dec 16, 2025 | -4.03% Oct 6, 2025 - Oct 20, 2025 |
| #12 | -0.19% Mar 21, 2025 - Mar 28, 2025 | -3.25% May 6, 2026 - May 26, 2026 |
| #13 | -0.19% Aug 13, 2025 - Aug 22, 2025 | -3.14% Jan 26, 2021 - Feb 9, 2021 |
| #14 | -0.18% Jul 22, 2025 - Aug 1, 2025 | -3.09% May 7, 2021 - May 24, 2021 |
| #15 | -0.16% Oct 2, 2025 - Oct 13, 2025 | -2.73% Oct 27, 2025 - Nov 12, 2025 |
Correlation
Correlation between ZTRE and OVF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2019 - 2026)
ZTRE vs OVF dividend yield comparison.
| Year | ZTRE | OVF |
|---|---|---|
| 2026 | 1.76% | 4.32% |
| 2025 | 4.37% | 6.32% |
| 2024 | 0.39% | 5.13% |
| 2023 | 0.00% | 5.17% |
| 2022 | 0.00% | 4.50% |
| 2021 | 0.00% | 4.88% |
| 2020 | 0.00% | 2.55% |
| 2019 | 0.00% | 2.12% |
Select Stocks to Compare
Popular: ZTRE vs SPYOVF vs SPY
More Comparisons
Compare with similar stocks