OVF
+1.84 · +6.43%
$30.51 · BATS

Overlay Shares Foreign Equity ETF (OVF) ETF Analysis | Foreign Large Blend

Overlay Shares · USA
AUM:$34.2M
#– of – in Foreign Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 38.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.98% — above average for this category.

What is OVF?

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 exposure to the performance of non-U. equity securities (from both developed and emerging markets) 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OVF delivered 38.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.98% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$34.2M
Expense Ratio0.98%
Dividend Yield6.89%
Holdings3
Inception DateSept 2019
Domicile–
Distribution–
Index–
ProviderOverlay Shares
Beta1.12
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would OVF affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.5%
1Y
+21.0%
3Y
+67.8%
5Y
+49.4%
OpenBook InsightIf you had invested £10,000 in OVF 5 years ago, it would have grown to £14,935 — a gain of £4,935.

Annual Returns

Calendar year performance

OVF delivered positive returns in 4 of the last 5 calendar years.
YearOVF
2026 YTD+10.9%
2025+33.6%
2024+7.8%
2023+14.6%
2022-17.5%
CAGR 4yr+8.0%
4/5 positive yearsAvg return: +9.9%Worst year: -17.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
17.2%
Low
Momentum
+3.8%
30-day change
Support Level
31.46
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.