BSR vs OVLH
Beacon Unified Catalyst ETF vs Overlay Shares Hedged Large Cap Equity ETF
Which is better, BSR or OVLH?
OVLH has been ahead.
OVLH has a lower expense ratio. OVLH led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSR | OVLH |
|---|---|---|
| Expense Ratio | 1.09% | 0.80%Best |
| AUM | $34M | $107M |
| Dividend Yield | 2.78% | 0.28% |
| Holdings | 60 | 18 |
| YTD Return | +4.18% | +6.99%Best |
| 1Y Return | +5.97% | +8.65%Best |
| 3Y Return (annualized) | +8.36% | +15.98%Best |
| 5Y Return (annualized) | - | +8.81% |
| Volatility (annualized) | 9.4%Best | 9.8% |
| Max Drawdown | -15.7% | -9.6%Best |
| $10,000 over 3.5 years | $12,834 | $16,295Best |
| Fund Family | Beacon Capital Management | Overlay Shares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 17, 2023 | Jan 14, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Apr 18, 2023 to Oct 14, 2026 (3.5 years).
BSR vs OVLH growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
BSR vs OVLH Performance
Beacon Unified Catalyst ETF (BSR) is an ETF from Beacon Capital Management and Overlay Shares Hedged Large Cap Equity ETF (OVLH) is an ETF from Overlay Shares. Over the past year BSR returned +5.97% while OVLH returned +8.65%. Year to date, BSR is up 4.18% versus a gain of 6.99% for OVLH.
Over three years, BSR compounded at +8.36% per year against +15.98% for OVLH. Across the full 4-year window we track, OVLH has the edge at +14.97% annualized vs +7.39%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OVLH has been the more volatile fund, with annualized monthly volatility of 9.8% compared with 9.4% for BSR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.7% for BSR and -9.6% for OVLH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSR charges 1.09% per year while OVLH charges 0.80%. On a $10,000 position that is $109 vs $80 annually, a gap of $29 per year that compounds over a long holding period. On income, BSR currently yields 2.78% against 0.28% for OVLH.
Holdings Overlap
We hold position weights for 29 holdings in BSR and 2 in OVLH, totalling 99.8% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 29 positions we hold weights for in BSR and 2 in OVLH, against full books of 60 and 18.
You are not choosing between two funds in isolation.
Whichever of BSR and OVLH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSR or OVLH?
BSR has an expense ratio of 1.09% while OVLH charges 0.80%. OVLH is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, BSR or OVLH?
Over the past year BSR returned +5.97% vs +8.65% for OVLH, so OVLH leads on 1-year performance. Over the longest common window we track (4 years), BSR annualized +7.39% vs +14.97% for OVLH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSR or OVLH?
OVLH has been the more volatile fund at 9.8% annualized versus 9.4% for BSR. Worst drawdown: BSR -15.7% vs OVLH -9.6%.
Should I hold both BSR and OVLH?
BSR and OVLH have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BSR or OVLH?
BSR yields 2.78% while OVLH yields 0.28%, so BSR currently pays the higher dividend yield.
Is OVLH better than BSR?
OVLH has a lower expense ratio. OVLH led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.