ETF collection · 8 funds

Liquid Strategies

Compared on a $10,000 investment with dividends reinvested. Pick a timeframe to see price change, dividends collected, and what $10,000 became.

$10,000 invested becomes$11,070Median after 1 year, dividends reinvested
Median 1Y total return+10.70%Across 8 funds
Median dividends collected$743Per $10,000 over 1 year
Median indicated yield10.56%Latest payment, annualized
1 year · $10,000 invested
Fund
OVQOverlay Shares Nasdaq 100 Income ETF—Liquid Strategies$25.05—
12.00%est.
——————
OVFOverlay Shares Foreign Equity ETFMonthlyLiquid Strategies$29.91$0.277
11.12%
11.62%A+1.73%$1,182$11,391+13.91%
OVSOverlay Shares Small Cap Equity ETFMonthlyLiquid Strategies$38.68$0.343
10.65%
9.24%A+7.89%$997$11,820+18.20%
OVLOverlay Shares Large Cap Equity ETFMonthlyLiquid Strategies$56.07$0.493
10.56%
8.43%A+6.84%$900$11,645+16.45%
OVBOverlay Shares Core Bond ETFMonthlyLiquid Strategies$19.74$0.103
6.24%
6.18%C-5.19%$586$10,065+0.65%
OVMOverlay Shares Municipal Bond ETFMonthlyLiquid Strategies$20.85$0.093
5.36%
5.36%B-3.65%$516$10,149+1.49%
OVLHOverlay Shares Hedged Large Cap Equity ETFAnnuallyLiquid Strategies$41.98$0.119
0.28%
0.28%A+7.17%$30$10,749+7.49%
OVTOverlay Shares Short Term Bond ETF—Liquid Strategies—————————

Top total return

1 year, dividends reinvested

Top 6
  1. 1OVS+18.2%
  2. 2OVL+16.5%
  3. 3OVF+13.9%
  4. 4OVLH+7.5%
  5. 5OVM+1.5%
  6. 6OVB+0.7%

Top indicated yield

Latest payment, annualized

Top 6
  1. 1OVF11.1%
  2. 2OVS10.7%
  3. 3OVL10.6%
  4. 4OVB6.2%
  5. 5OVM5.4%
  6. 6OVLH0.3%
How to read this table
Indicated yield
The most recent dividend payment, annualized, divided by the current price.
TTM yield
Total dividends paid over the trailing twelve months, divided by the current price.
Price change
How much the share price moved over the selected timeframe, excluding dividends.
Dividends
Dividends collected on a $10,000 investment over the selected timeframe.
$10K becomes
What a $10,000 investment is worth at the end of the timeframe, with dividends reinvested.
Total return
The percentage gain or loss on that $10,000, with dividends reinvested.