OVT

Overlay Shares$22.11+0.00 (+0.01%)
AUM $49.8MER 0.80%NAV $22.17Holdings 8

Price Chart

Key Statistics

Previous Close

$22.11

Day Range

$22.09$22.15

52-Week Range

$21.69$22.45

Avg Volume

8.1K

Dividend Yield

8.24%

Expense Ratio

0.80%

AUM

$49.8M

Shares Outstanding

2.6M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.08%
Financial Services12.26%
Communication Services10.73%
Consumer Cyclical10.11%
Healthcare9.84%
Industrials8.66%
Consumer Defensive5.44%
Energy3.48%
Utilities2.49%
Real Estate1.98%
Basic Materials1.93%

Country Allocation

CountryWeight %
United States99.95%
Other0.05%

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 short-term, investment grade, U.S. dollar-denominated, fixed-rate taxable bonds with a dollar-weighted average maturity of no more than three years with a maximum maturity of five years 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
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 Short Term Bond ETF (OVT) is an exchange-traded fund issued by Overlay Shares that launched on Jan 15, 2021. It currently manages $49.8M in assets under management. The fund charges an expense ratio of 0.80%. The fund holds 8 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 101.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1VCSHVANGUARD SCOTTSDALE FDS SHRT TRM CORP BD99.99%786,343$0
2Cash&OtherCash & Other0.69%409,612$0
3N/ACBOE S&P PUT OPT 06/22 38450.31%14$0

Detailed Returns

PeriodReturnETF
1D
+0.01%
1W
-0.05%
1M
+1.46%
3M
-0.01%
6M
-0.48%
YTD
+0.49%
1Y
+1.74%
3Y
+2.00%
5Y
-11.68%

Moving Averages

20-Day MA

$22.00

Above 20-Day MA
50-Day MA

$22.04

Above 50-Day MA
200-Day MA

$22.13

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$22.45

Current Price

$22.11

52-Week Low

$21.69

$21.69$22.45

Current Yield

8.24%

Annual Dividend

$1.0796

Frequency

12x/year

Last Ex-Date

Feb 25, 2026

Dividend History

Ex-DateAmountPay Date
Feb 25, 2026$0.1126Feb 26, 2026
Jan 28, 2026$0.1197Jan 29, 2026
Dec 23, 2025$0.4918Dec 24, 2025
Oct 3, 2025$0.3556Oct 6, 2025
Jul 3, 2025$0.3693Jul 7, 2025
Apr 3, 2025$0.3683Apr 4, 2025
Dec 24, 2024$0.2952Dec 26, 2024
Oct 3, 2024$0.3616Oct 4, 2024
Jul 3, 2024$0.3407Jul 5, 2024
Apr 3, 2024$0.3520Apr 5, 2024
Dec 27, 2023$0.3025Dec 29, 2023
Oct 3, 2023$0.2850Oct 5, 2023
Jul 5, 2023$0.2681Jul 7, 2023
Apr 4, 2023$0.2540Apr 6, 2023
Dec 28, 2022$0.2432Dec 30, 2022
Oct 4, 2022$0.2236Oct 6, 2022
Jul 5, 2022$0.2124Jul 7, 2022
Apr 4, 2022$0.1944Apr 6, 2022
Dec 29, 2021$0.4266Dec 31, 2021
Oct 4, 2021$0.2191Oct 6, 2021

Dividend Payments Over Time

Category Comparison

MetricOVTTechnology(1414 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.80%0.67%0.72%
AUM$49.8M$6.79B$1.48B
Dividend Yield8.24%2.97%11.21%
Avg Volume8.1K575.4K219.1K
Holdings8200161
Performance
1-Month Return+0.41%+9.17%+2.23%
6-Month Return-0.58%+7.10%-2.79%
YTD Return+0.57%+7.03%-0.93%
1-Year Return+2.70%+40.63%+4.59%

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