OVL vs YALL
Overlay Shares Large Cap Equity ETF vs Truth Social God Bless America ETF
Which is better, OVL or YALL?
Each has led over a different period.
YALL has a lower expense ratio. OVL led over 1Y and 3Y, YALL over 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 | OVL | YALL |
|---|---|---|
| Expense Ratio | 0.79% | 0.65%Best |
| AUM | $497M | $82M |
| Dividend Yield | 9.13% | 0.48% |
| Holdings | 16 | 42 |
| YTD Return | +6.54%Best | -1.50% |
| 1Y Return | +10.05%Best | -4.36% |
| 3Y Return (annualized) | +20.74%Best | +18.55% |
| 5Y Return (annualized) | +11.49% | - |
| Volatility (annualized) | 14.7%Best | 16.1% |
| Max Drawdown | -21.7% | -19.7%Best |
| $10,000 over 4 years | $22,016 | $22,438Best |
| Fund Family | Overlay Shares | Truth Social Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 30, 2019 | Oct 10, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Oct 11, 2022 to Oct 14, 2026 (4 years).
OVL vs YALL 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 4 years both funds cover.
OVL vs YALL Performance
Overlay Shares Large Cap Equity ETF (OVL) is an ETF from Overlay Shares and Truth Social God Bless America ETF (YALL) is an ETF from Truth Social Funds. Over the past year OVL returned +10.05% while YALL returned -4.36%. Year to date, OVL is up 6.54% versus a loss of 1.50% for YALL.
Over three years, OVL compounded at +20.74% per year against +18.55% for YALL. Across the full 4-year window we track, YALL has the edge at +22.39% annualized vs +21.81%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YALL has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.7% for OVL. 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 -21.7% for OVL and -19.7% for YALL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OVL charges 0.79% per year while YALL charges 0.65%. On a $10,000 position that is $79 vs $65 annually, a gap of $14 per year that compounds over a long holding period. On income, OVL currently yields 9.13% against 0.48% for YALL.
Holdings Overlap
We hold position weights for 2 holdings in OVL and 39 in YALL, totalling 100.2% and 99.5% 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 2 positions we hold weights for in OVL and 39 in YALL, against full books of 16 and 42.
What only one of them owns
Measured across the 2 and 39 positions we hold weights for.
OVL holds 2 positions YALL does not, 100.2% of the fund.
Largest: VOO 99.86%, FGXXX 0.35%
You are not choosing between two funds in isolation.
Whichever of OVL and YALL 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, OVL or YALL?
OVL has an expense ratio of 0.79% while YALL charges 0.65%. YALL is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, OVL or YALL?
Over the past year OVL returned +10.05% vs -4.36% for YALL, so OVL leads on 1-year performance. Over the longest common window we track (4 years), OVL annualized +21.81% vs +22.39% for YALL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OVL or YALL?
YALL has been the more volatile fund at 16.1% annualized versus 14.7% for OVL. Worst drawdown: OVL -21.7% vs YALL -19.7%.
Should I hold both OVL and YALL?
OVL and YALL have a monthly-return correlation of 0.84, 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, OVL or YALL?
OVL yields 9.13% while YALL yields 0.48%, so OVL currently pays the higher dividend yield.
Is YALL better than OVL?
YALL has a lower expense ratio. OVL led over 1Y and 3Y, YALL over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.