OVS Overlay Shares Small Cap Equity ETF
What is OVS?
OVS is actively managed to provide exposure to small cap U.S. equities combined with a “put spread” option overlay strategy.
OVS Factset Analytics Insight
OVS selects other ETFs in the U.S. small cap equity space to provide long exposure. In addition, the fund sells short put options at a strike below the level of the S&P 500 Index and buys put options below the strike price of the short put options. Fund allocations are based on a quantitative methodology based on the perceived risk of the broad U.S. equity market. The Adviser considers various factors including overall market volatility, a qualitative assessment of potential risk/reward scenarios, and mitigating the effects of volatility in the fund’s portfolio. In a rising or sideways U.S. equity market, the strategy seeks to provide a positive performance return along with additional income. In a declining U.S. equity market, or periods of increased volatility, the loss potential could be greater than the profit potential.
OVS Summary Data
OVS Portfolio Data
OVS Index Data
OVS Portfolio Management
OVS Tax Exposures
OVS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OVS. OVS is rated a N/A out of 5.
OVS Sector/Industry Breakdown
OVS Top 10 Holdings
OVS Performance Statistics
OVS Benchmark Comparison Summary
OVS Benchmark Comparison Market Cap Size