The 7 top performers
| # | Fund | 30 days | Net assets | Cost | Yield | 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | OVS Overlay Shares Small Cap Equity ETF | $39.1M | 0.83% | 9.1% | +0.7% | +18.9% | +18.6% | +21.4% | +6.5% | |
| 2 | OVL Overlay Shares Large Cap Equity ETF | $427.5M | 0.79% | 8.31% | -0.6% | +15.7% | +15.6% | +27.8% | +12.8% | |
| 3 | OVF Overlay Shares Foreign Equity ETF | $61.3M | 0.83% | 11.46% | -3.5% | +12.0% | +13.9% | +23.4% | +8.8% | |
| 4 | OVLH Overlay Shares Hedged Large Cap Equity ETF | $108.8M | 0.8% | 0.28% | -0.3% | +7.6% | +6.6% | +18.6% | +8.5% | |
| 5 | OVT Overlay Shares Short Term Bond ETF | $61.1M | 0.79% | 7.19% | +0.4% | +2.2% | +3.3% | +8.2% | +2.9% | |
| 6 | OVM Overlay Shares Municipal Bond ETF | $44.8M | 0.81% | 5.2% | +2.9% | +1.8% | +1.9% | +6.8% | +1.1% | |
| 7 | OVB Overlay Shares Core Bond ETF | $47.4M | 0.79% | 6.05% | +1.3% | +1.1% | +0.8% | +7.9% | +0.1% |
Funds with less than $25 million in net assets and leveraged or inverse funds are left out of the ranking. Returns are total returns with distributions reinvested (3 and 5 years annualized), as of Oct 27, 2026.
How the top 5 compare
Growth of each fund’s value from the start of the range, distributions reinvested. The dashed gray line is the S&P 500 (SPY).
All 7 Liquid Strategies ETFs
Largest first. Click a heading to sort.
| Fund | Kind | Net assets | Cost | Yield | YTD | 1 yr | 5 yr |
|---|---|---|---|---|---|---|---|
| OVL Overlay Shares Large Cap Equity ETF | Large-cap | $427.5M | 0.79% | 8.31% | +15.7% | +15.6% | +12.8% |
| OVLH Overlay Shares Hedged Large Cap Equity ETF | Large-cap | $108.8M | 0.8% | 0.28% | +7.6% | +6.6% | +8.5% |
| OVF Overlay Shares Foreign Equity ETF | Developed markets | $61.3M | 0.83% | 11.46% | +12.0% | +13.9% | +8.8% |
| OVT Overlay Shares Short Term Bond ETF | Short-term corporate | $61.1M | 0.79% | 7.19% | +2.2% | +3.3% | +2.9% |
| OVB Overlay Shares Core Bond ETF | Broad market | $47.4M | 0.79% | 6.05% | +1.1% | +0.8% | +0.1% |
| OVM Overlay Shares Municipal Bond ETF | Municipal | $44.8M | 0.81% | 5.2% | +1.8% | +1.9% | +1.1% |
| OVS Overlay Shares Small Cap Equity ETF | Small-cap | $39.1M | 0.83% | 9.1% | +18.9% | +18.6% | +6.5% |
Picking funds is the easy part
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