OVB vs VXUS
OVB vs VXUS
Overlay Shares Core Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | OVB | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.05% | |
| AUM | $47M | $156.5B | |
| Dividend Yield | 7.50% | 2.60% | |
| Holdings | 10 | 8,747 | |
| YTD Return | -2.25% | +11.69% | |
| 1Y Return | -0.43% | +26.65% | |
| 3Y Return (annualized) | +3.93% | +18.15% | |
| 5Y Return (annualized) | -1.05% | +8.66% | |
| Volatility (annualized) | 7.4% | 15.0% | |
| Max Drawdown | -21.7% | -39.9% | |
| Fund Family | Overlay Shares | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 30, 2019 | Jan 26, 2011 |
OVB vs VXUS Performance
Overlay Shares Core Bond ETF (OVB) is a ETF from Overlay Shares and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OVB returned -0.43% while VXUS returned +26.65%. Year to date, OVB is down 2.25% versus a gain of 11.69% for VXUS.
Over three years, OVB compounded at +3.93% per year against +18.15% for VXUS; over five years the annualized figures are -1.05% and +8.66% respectively. Across the full 7-year window we track, VXUS has the edge at +4.69% annualized vs +0.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 7.4% for OVB. 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 OVB and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OVB charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, OVB currently yields 7.50% against 2.60% for VXUS.
Holdings Overlap
OVB and VXUS share 0 holdings out of 7862 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OVB or VXUS?
OVB has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, OVB or VXUS?
Over the past year OVB returned -0.43% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (7 years), OVB annualized +0.89% vs +4.69% for VXUS. Past performance does not guarantee future results.
Which is riskier, OVB or VXUS?
VXUS has been the more volatile fund at 15.0% annualized versus 7.4% for OVB. Worst drawdown: OVB -21.7% vs VXUS -39.9%.
Should I hold both OVB and VXUS?
OVB and VXUS have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OVB and VXUS?
OVB and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7862 unique securities.
Which pays a higher dividend, OVB or VXUS?
OVB yields 7.50% while VXUS yields 2.60%, so OVB currently pays the higher dividend yield.
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