OVL vs. LFEQ ETF Comparison

Comparison of Overlay Shares Large Cap Equity ETF (OVL) to VanEck Vectors Long/Flat Trend ETF (LFEQ)
OVL

Overlay Shares Large Cap Equity ETF

OVL Description

The investment seeks total return. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large cap equity securities or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

Grade (RS Rating)

Last Trade

$39.70

Average Daily Volume

62,750

Number of Holdings *

1

* may have additional holdings in another (foreign) market
LFEQ

VanEck Vectors Long/Flat Trend ETF

LFEQ Description The investment seeks to replicate as closely as possible, the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index. The fund normally invests at least 80% of its total assets in securities that track and/or comprise the fund's benchmark index. The index is a rules-based index that follows a proprietary model developed by Ned Davis Research, Inc. in conjunction with CMG Capital Management Group, Inc. To help limit potential loss associated with adverse market conditions, the model produces trade signals that dictate the index's equity allocation ranging from 100% fully invested to 100% in cash.

Grade (RS Rating)

Last Trade

$42.31

Average Daily Volume

1,335

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period OVL LFEQ
30 Days -5.68% -4.15%
60 Days -3.60% -2.16%
90 Days 2.33% 2.65%
12 Months 23.79% 17.74%
1 Overlapping Holdings
Symbol Grade Weight in OVL Weight in LFEQ Overlap
VOO C 99.99% 99.73% 99.73%
OVL Overweight 0 Positions Relative to LFEQ
Symbol Grade Weight
OVL Underweight 0 Positions Relative to LFEQ
Symbol Grade Weight

OVL: Top Represented Industries & Keywords

LFEQ: Top Represented Industries & Keywords

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