In Issuers

8 Overlay Shares ETFs

Overlay Shares runs 8 US-listed ETFs, from OVS in 2019 to 1 launched this year. The median Overlay Shares ETF charges 0.81% a year, and 3 charge 0.79%.

Funds8in 4 categories

Assets$901MAcross all 8 funds

Weighted expense ratio0.80%

ETFs since2019

Launched in 202611 in the last 12 months

Grades

A0B4C3D0F0—1not graded

Every Overlay Shares ETF

Select a column heading to sort.Sorted by · showing

Every Overlay Shares ETF. Select a column heading to sort.
Grade
B	Large Cap EquityOVL · S&P 500 Option IncomeOVL	S&P 500 Option Income	Cost 0.79%	$513M	1Y +15.5%	5Y +11.5%	Yield 9.53%
B	Hedged Large Cap EquityOVLH · S&P 500 Option IncomeOVLH	S&P 500 Option Income	Cost 0.80%	$102M	1Y +6.1%	5Y +7.6%	Yield 0.28%
C	Foreign EquityOVF · Index Option IncomeOVF	Index Option Income	Cost 0.83%	$65M	1Y +16.3%	5Y +8.3%	Yield 12.51%
C	Short Term BondOVT · Treasury Option IncomeOVT	Treasury Option Income	Cost 0.79%	$62M	1Y +3.8%	5Y +2.7%	Yield 7.80%
B	Core BondOVB · Active Option IncomeOVB	Active Option Income	Cost 0.79%	$48M	1Y +2.1%	5Y 0.0%	Yield 6.71%
B	Municipal BondOVM · Index Option IncomeOVM	Index Option Income	Cost 0.81%	$46M	1Y +3.5%	5Y +1.1%	Yield 5.74%
C	Small Cap EquityOVS · Index Option IncomeOVS	Index Option Income	Cost 0.83%	$44M	1Y +23.7%	5Y +5.0%	Yield 9.99%
—	Nasdaq 100 IncomeOVQOVQ	No data	Cost 0.97%	$21M	1Y No data	5Y No data	Yield 0.00%

Overlay Shares ETFs by category

EquityFixed Income

Launches

1fund launched in the last 12 months

October 2026

—OVQNasdaq 100 IncomeOct 23

Questions

How many ETFs does Overlay Shares run?: Overlay Shares runs 8 US-listed ETFs: 5 equity funds and 3 fixed income funds, across 4 categories.
What is the largest Overlay Shares ETF?: Overlay Shares Large Cap Equity ETF (OVL) is the largest, with $513M in assets. Overlay Shares Hedged Large Cap Equity ETF (OVLH) is second.
What is the cheapest Overlay Shares ETF?: 3 Overlay Shares ETFs charge 0.79% a year, the lowest in the lineup. They include OVL, OVT and OVB. The median Overlay Shares ETF charges 0.81%.
What does the Grade on each fund mean?: Each A–F Grade compares a fund with the other funds in its own category, on cost, mission, risk, tradability, holdings and durability. It does not rate Overlay Shares, and Grades in different categories do not compare.
When did Overlay Shares launch its first ETF?: Overlay Shares Small Cap Equity ETF (OVS) launched on Sep 30, 2019. Overlay Shares has launched 1 ETF so far in 2026.