BBUSvsOVLHETF Comparison
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JPMorgan BetaBuilders U.S. Equity ETF (BBUS) belongs to the US Large Cap segment. Overlay Shares Hedged Large Cap Equity ETF (OVLH) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. BBUS is less expensive with a Total Expense Ratio (TER) of 0.02%, versus 0.85% for OVLH. BBUS is up 4.29% year-to-date (YTD) with +$681M in YTD flows. OVLH performs worse with 2.67% YTD performance, and -$5M in YTD flows. Run a side-by-side ETF comparison of BBUS and OVLH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BBUS vs OVLH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BBUS OVLH | +12.62%+7.95% | +2.33%+1.21% | +4.29%+2.67% | +30.14%+19.10% | +78.76%+55.67% | +78.77%+52.53% |
| Flows | BBUS OVLH | +$118M-$4M | +$513M-$5M | +$681M-$5M | +$2.18B+$32M | +$4.12B-$20M | +$5.18B+$62M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BBUS OVLH | +15.34%+9.52% | +12.55%+8.20% | +15.06%+9.57% | +17.21%+11.30% |
| Max drawdown | BBUS OVLH | -9.13%-6.24% | -9.15%-6.25% | -19.04%-9.59% | -25.46%-20.03% |
| Max drawdown duration | BBUS OVLH | 76d77d | 77d78d | 126d134d | 715d771d |
Trading data
BBUS | OVLH | |
Last sale 4/29/2026 at 1:30 PM | $128.25 | $40.35 |
| Previous close 04/28/2026 | $128.30 | $40.37 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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OVLH
is actively managed and doesn’t replicate an indexBBUS | OVLH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
BBUS | OVLH | |
|---|---|---|
| Last price | $128.25 | $40.35 |
| 1D performance | -0.04% | -0.06% |
| AuM | $7.75 B | $100.92 M |
| E/R | 0.02% | 0.85% |
Characteristics
BBUS | OVLH | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | J.P. Morgan Asset Management | Overlay Shares |
| Benchmark | Morningstar US Target Market Exposure Index | - |
| N° of holdings | 461 | 478 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 12, 2019 | January 15, 2021 |
| ESG | No | No |
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Exposure
Countries
BBUS
USA
96.95%
Other
3.05%
OVLH
USA
91.66%
Other
8.34%
Sectors
BBUS
Information Techn.
33.92%
Financials
10.34%
Communication Ser.
10.25%
Consumer Discreti.
9.97%
Health Care
9.41%
Industrials
8.37%
Other
17.74%
OVLH
Information Techn.
32.12%
Financials
9.71%
Communication Ser.
9.69%
Consumer Discreti.
9.49%
Health Care
8.83%
Industrials
7.88%
Other
22.28%
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Diversification
BBUS
Total weight of top 15 holdings out of 15
41.95%
OVLH
Total weight of top 15 holdings out of 15
40.18%
Top 15 holdings
Data as of March 31, 2026
BBUS
NVIDIA
7.20%
APPLE
6.69%
MICROSOFT-T
4.86%
AMAZON.COM INC
3.59%
ALPHABET INC-CL
2.93%
BROADCOM LIMITED
2.57%
ALPHABET INC-CL
2.54%
META PLATFORMS
2.11%
TESLA
1.87%
BERKSHIRE HATHWAY
1.58%
JPMORGAN CHASE
1.40%
EXXON
1.31%
LILLY
1.28%
JOHNSON&JOHNSON
1.06%
WALMART INC
0.97%
OVLH
NVIDIA
7.18%
APPLE
6.31%
MICROSOFT-T
4.65%
AMAZON.COM INC
3.45%
ALPHABET INC-CL
2.84%
BROADCOM LIMITED
2.49%
ALPHABET INC-CL
2.27%
META PLATFORMS
2.12%
TESLA
1.77%
BERKSHIRE HATHWAY
1.49%
JPMORGAN CHASE
1.27%
LILLY
1.23%
EXXON
1.20%
JOHNSON&JOHNSON
1.00%
WALMART INC
0.92%
Frequently asked questions about BBUS and OVLH
How have the BBUS and OVLH ETFs performed in 2026?
As of April 28, 2026, BBUS is up 4.29% year-to-date (YTD), while OVLH has returned 2.67%. That puts BBUS better performer ahead so far this year.
Which ETF is attracting more investor money: BBUS or OVLH?
Year-to-date, the BBUS ETF saw +$681M in flows, compared to -$5M for OVLH.
Which ETF is more volatile: BBUS or OVLH?
Over the past year, BBUS had a volatility of 12.55%, while OVLH experienced 8.2%.
Which ETF is bigger: BBUS or OVLH?
As of April 28, 2026, BBUS holds $7.75 B in assets under management (AUM), while OVLH manages $100.92 M.
What sectors do the BBUS and OVLH ETFs invest in?
BBUS leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, OVLH focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the BBUS ETF and OVLH ETF?
BBUS top holdings include NVIDIA, APPLE and MICROSOFT-T. OVLH holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: BBUS or OVLH?
BBUS holds 492 securities with 41.95% of its assets in the top 15. OVLH has 503 securities and a top 15 weight of 40.18%.
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