OVL
+2.89 · +5.68%
$53.71 · BATS

Overlay Shares Large Cap Equity ETF (OVL) ETF Analysis | Large Blend

Overlay Shares · USA
AUM:$177.8M
#– of – in 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 19.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.87% — above average for this category.

What is OVL?

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. large 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OVL delivered 19.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.87% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$177.8M
Expense Ratio0.87%
Dividend Yield3.84%
Holdings2
Inception DateSept 2019
Domicile–
Distribution–
Index–
ProviderOverlay Shares
Beta1.21
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would OVL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.4%
1Y
+17.7%
3Y
+77.3%
5Y
+76.1%
OpenBook InsightIf you had invested £10,000 in OVL 5 years ago, it would have grown to £17,607 — a gain of £7,607.

Annual Returns

Calendar year performance

OVL delivered positive returns in 4 of the last 5 calendar years.
YearOVL
2026 YTD+10.0%
2025+18.5%
2024+29.0%
2023+28.5%
2022-23.3%
CAGR 4yr+10.8%
4/5 positive yearsAvg return: +12.5%Worst year: -23.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.1%
Low
Momentum
+2.0%
30-day change
Support Level
56.91
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.