OVLH

Overlay Shares$40.53+0.00 (+0.00%)
AUM $94.3MER 0.85%NAV $39.62Holdings 14

Price Chart

Key Statistics

Previous Close

$40.53

Day Range

$40.49$40.58

52-Week Range

$34.02$40.53

Avg Volume

16.9K

Dividend Yield

0.31%

Expense Ratio

0.85%

AUM

$94.3M

Shares Outstanding

2.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.14%
Financial Services12.11%
Communication Services10.75%
Consumer Cyclical10.13%
Healthcare9.86%
Industrials8.67%
Consumer Defensive5.44%
Energy3.49%
Utilities2.49%
Real Estate1.98%
Basic Materials1.93%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States97.99%
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 Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

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
+0.00%
1W
+0.52%
1M
+8.42%
3M
+1.53%
6M
+1.46%
YTD
+2.56%
1Y
+19.12%
3Y
+53.87%
5Y
+50.39%

Moving Averages

20-Day MA

$39.08

Above 20-Day MA
50-Day MA

$38.99

Above 50-Day MA
200-Day MA

$38.72

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$40.53

Current Price

$40.53

52-Week Low

$34.02

$34.02$40.53

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(1414 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.85%0.67%0.72%
AUM$94.3M$6.79B$1.48B
Dividend Yield0.31%2.97%11.21%
Avg Volume16.9K575.4K219.1K
Holdings14200161
Performance
1-Month Return+6.08%+9.17%+2.23%
6-Month Return+3.82%+7.10%-2.79%
YTD Return+2.89%+7.03%-0.93%
1-Year Return+21.28%+40.63%+4.59%

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