OVM vs. AOK ETF Comparison
Comparison of Overlay Shares Municipal Bond ETF (OVM) to iShares Core Conservative Allocation ETF (AOK)
OVM
Overlay Shares Municipal Bond ETF
OVM 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 investment grade municipal bonds and below investment grade municipal bonds 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
$22.27
Average Daily Volume
7,786
1
AOK
iShares Core Conservative Allocation ETF
AOK Description
The investment seeks to track the investment results of the S&P Target Risk Conservative Index composed of a portfolio of underlying equity and fixed income funds intended to represent a conservative target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.Grade (RS Rating)
Last Trade
$37.92
Average Daily Volume
91,432
7
Performance
Period | OVM | AOK |
---|---|---|
30 Days | 1.25% | 0.29% |
60 Days | -0.17% | -1.19% |
90 Days | 0.54% | -0.18% |
12 Months | 7.36% | 12.20% |
0 Overlapping Holdings
Symbol | Grade | Weight in OVM | Weight in AOK | Overlap |
---|
OVM Overweight 1 Positions Relative to AOK
Symbol | Grade | Weight | |
---|---|---|---|
MUB | C | 99.81% |
OVM: Top Represented Industries & Keywords
AOK: Top Represented Industries & Keywords