OVLH

Overlay Shares$41.57+0.58 (+1.41%)
AUM $94.3MER 0.85%NAV $39.62Holdings 14

Price Chart

Key Statistics

Previous Close

$40.99

Day Range

$41.01$41.57

52-Week Range

$35.73$42.49

Avg Volume

11.1K

Dividend Yield

0.31%

Expense Ratio

0.85%

AUM

$94.3M

Shares Outstanding

2.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology35.82%
Financial Services11.61%
Communication Services11.22%
Consumer Cyclical10.14%
Healthcare8.50%
Industrials8.29%
Consumer Defensive4.88%
Energy3.50%
Utilities2.34%
Real Estate1.92%
Basic Materials1.78%

Country Allocation

CountryWeight %
United States97.94%
Other2.05%

Fund Information

Category
Technology
Inception Date
Jan 15, 2021
Exchange
BATS
Description
The fund is an actively-managed ETF that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large-cap equity securities or directly in the securities held by such ETFs, (ii) selling and purchasing listed short-term put options to generate income to the fund, and (iii) purchasing long-term out-of-the-money put options to seek to hedge against significant declines in U.S. large-cap equities.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$832.92B
SPYState Street SPDR S&P 500 ETF Trust$789.87B
QQQInvesco QQQ Trust, Series 1$492.97B

The Overlay Shares Hedged Large Cap Equity ETF (OVLH) is an exchange-traded fund issued by Overlay Shares that launched on Jan 15, 2021. It currently manages $94.3M in assets under management. The fund charges an expense ratio of 0.85%. The fund holds 14 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1VOOVANGUARD INDEX FDS S&P 500 ETF SHS98.17%58,750$0
2N/ACBOE S&P PUT OPT 6/23 43001.91%9$0
3Cash&OtherCash & Other0.01%-1,711,000$0

Detailed Returns

PeriodReturnETF
1D
+1.41%
1W
-2.03%
1M
-0.85%
3M
+7.23%
6M
+5.32%
YTD
+4.98%
1Y
+14.83%
3Y
+51.51%
5Y
+51.61%

Moving Averages

20-Day MA

$41.88

Below 20-Day MA
50-Day MA

$40.81

Above 50-Day MA
200-Day MA

$39.46

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$42.49

Current Price

$41.57

52-Week Low

$35.73

$35.73$42.49

Current Yield

0.31%

Annual Dividend

$0.6659

Frequency

1x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.1186Dec 24, 2025
Dec 24, 2024$0.1098Dec 26, 2024
Dec 27, 2023$0.2404Dec 29, 2023
Dec 28, 2022$0.1971Dec 30, 2022
Dec 29, 2021$0.1186Dec 31, 2021

Dividend Payments Over Time

Category Comparison

MetricOVLHTechnology(1481 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.85%0.63%0.71%
AUM$94.3M$7.60B$1.52B
Dividend Yield0.31%2.94%11.21%
Avg Volume11.1K735.4K235.9K
Holdings14203162
Performance
1-Month Return-0.44%+1.82%-0.11%
6-Month Return+4.66%+13.60%-1.95%
YTD Return+5.32%+15.02%-0.82%
1-Year Return+15.04%+33.05%+1.00%

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