OVLH

Overlay Shares$42.23+0.31 (+0.73%)
AUM $94.3MER 0.85%NAV $42.54Holdings 14

Price Chart

Key Statistics

Previous Close

$41.95

Day Range

$42.19$42.30

52-Week Range

$37.38$43.06

Avg Volume

27.1K

Dividend Yield

0.31%

Expense Ratio

0.85%

AUM

$94.3M

Shares Outstanding

2.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.43%
Financial Services12.19%
Communication Services9.91%
Consumer Cyclical9.58%
Healthcare9.10%
Industrials8.16%
Consumer Defensive4.61%
Energy3.36%
Utilities2.15%
Real Estate1.88%
Basic Materials1.62%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States98.00%
Other2.00%

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 Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

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 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1VOOVanguard S&P 500 ETF100.00%148,425$104.0M
2SPX US 01/15/27 P71000.00%25$0
3Cash & Other0.00%10,724$0
4SPX US 06/17/27 P71000.00%25$0
5SPX US 09/18/26 P68000.00%25$0
6SPX US 09/17/27 P71000.00%25$0
7SPXW US 10/16/26 P71000.00%25$0
8SPX US 03/19/27 P71000.00%25$0
9SPX US 08/20/27 P71000.00%25$0

Detailed Returns

PeriodReturnETF
1D
+0.73%
1W
-0.64%
1M
-2.01%
3M
+0.08%
6M
+9.05%
YTD
+6.76%
1Y
+9.72%
3Y
+52.13%
5Y
+46.77%

Moving Averages

20-Day MA

$42.40

Below 20-Day MA
50-Day MA

$42.13

Above 50-Day MA
200-Day MA

$40.53

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.06

Current Price

$42.23

52-Week Low

$37.38

$37.38$43.06

Current Yield

0.31%

Annual Dividend

$0.4568

Frequency

1x/year

Last Ex-Date

Dec 23, 2025

Dividend History

Ex-DateAmountPay Date
Dec 23, 2025$0.1186Dec 24, 2025
Dec 23, 2025$0.1186Dec 24, 2025
Dec 24, 2024$0.1098Dec 26, 2024
Dec 24, 2024$0.1098Dec 26, 2024
Dec 27, 2023$0.2404Dec 29, 2023
Dec 27, 2023$0.2404Dec 29, 2023
Dec 28, 2022$0.1971Dec 30, 2022
Dec 28, 2022$0.1970Dec 30, 2022
Dec 29, 2021$0.1190Dec 31, 2021
Dec 29, 2021$0.1186Dec 31, 2021

Dividend Payments Over Time

Category Comparison

MetricOVLHTechnology(1660 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.85%0.61%0.69%
AUM$94.3M$6.83B$1.62B
Dividend Yield0.31%2.94%11.21%
Avg Volume27.1K432.5K232.4K
Holdings14198196
Performance
1-Month Return-1.74%-0.32%-0.97%
6-Month Return+5.29%+8.18%-1.12%
YTD Return+7.12%+13.83%-1.48%
1-Year Return+7.14%+27.29%-2.08%

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