OVS

Overlay Shares$40.15+0.08 (+0.20%)
AUM $16.0MER 0.83%NAV $35.10Holdings

Price Chart

Key Statistics

Previous Close

$40.07

Day Range

$40.13$40.17

52-Week Range

$29.63$40.15

Avg Volume

2.6K

Dividend Yield

5.48%

Expense Ratio

0.83%

AUM

$16.0M

Shares Outstanding

464.3K

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services16.87%
Industrials15.55%
Technology14.62%
Consumer Cyclical13.70%
Healthcare10.95%
Real Estate7.52%
Energy6.38%
Basic Materials5.11%
Consumer Defensive3.74%
Communication Services3.44%
Utilities2.12%

Country Allocation

CountryWeight %
United States99.98%
Other0.02%

Fund Information

Inception Date
Oct 1, 2019
Exchange
BATS
Description
The fund is an actively-managed exchange-traded fund ("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. small cap equity securities or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

Similar ETFs

SymbolNameAUM
VXUSVanguard Total International Stock ETF$582.30B
VEAVanguard FTSE Developed Markets ETF$282.20B
VTVVanguard Value ETF$225.50B
IEFAiShares Core MSCI EAFE ETF$178.75B
IJRiShares Core S&P Small-Cap ETF$101.65B

The Overlay Shares Small Cap Equity ETF (OVS) is an exchange-traded fund issued by Overlay Shares that launched on Oct 1, 2019. It currently manages $16.0M in assets under management. The fund charges an expense ratio of 0.83%. It falls under the Financial Services category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.20%
1W
+0.48%
1M
+13.74%
3M
+5.55%
6M
+13.11%
YTD
+11.60%
1Y
+35.51%
3Y
+39.31%
5Y
+9.39%

Moving Averages

20-Day MA

$38.17

Above 20-Day MA
50-Day MA

$37.72

Above 50-Day MA
200-Day MA

$36.06

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$40.15

Current Price

$40.15

52-Week Low

$29.63

$29.63$40.15

Current Yield

5.48%

Annual Dividend

$1.4501

Frequency

12x/year

Last Ex-Date

Feb 25, 2026

Dividend History

Ex-DateAmountPay Date
Feb 25, 2026$0.3277Feb 26, 2026
Jan 28, 2026$0.3339Jan 29, 2026
Dec 23, 2025$0.4772Dec 24, 2025
Oct 3, 2025$0.3112Oct 6, 2025
Jul 3, 2025$0.2757Jul 7, 2025
Apr 3, 2025$0.2530Apr 4, 2025
Dec 24, 2024$0.5350Dec 26, 2024
Oct 3, 2024$0.3390Oct 4, 2024
Jul 3, 2024$0.2834Jul 5, 2024
Apr 3, 2024$0.2656Apr 5, 2024
Dec 27, 2023$0.2505Dec 29, 2023
Oct 3, 2023$0.2825Oct 5, 2023
Jul 5, 2023$0.2624Jul 7, 2023
Apr 4, 2023$0.2496Apr 6, 2023
Dec 28, 2022$0.2729Dec 30, 2022
Oct 4, 2022$0.2734Oct 6, 2022
Jul 5, 2022$0.2405Jul 7, 2022
Apr 4, 2022$0.2062Apr 6, 2022
Dec 29, 2021$0.6323Dec 31, 2021
Oct 4, 2021$0.3454Oct 6, 2021

Dividend Payments Over Time

Category Comparison

MetricOVSFinancial Services(805 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.83%0.68%0.72%
AUM$16.0M$3.95B$1.48B
Dividend Yield5.48%4.64%11.21%
Avg Volume2.6K805.2K219.1K
Holdings295161
Performance
1-Month Return+8.80%+4.86%+2.23%
6-Month Return+12.90%+5.03%-2.79%
YTD Return+12.38%+4.37%-0.93%
1-Year Return+38.45%+21.51%+4.59%

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