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OVLHvsKHPIETF Comparison
Overlay Shares Hedged Large Cap Equity ETF (OVLH) and Kensington Hedged Premium Income ETF (KHPI) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. OVLH is less expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.96% for KHPI. OVLH is down -1.75% year-to-date (YTD) with -$3M in YTD flows. KHPI performs better with -0.55% YTD performance, and +$72M in YTD flows. Run a side-by-side ETF comparison of OVLH and KHPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OVLH vs KHPI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OVLH KHPI | -1.53%-0.80% | -1.82%-0.76% | -1.75%-0.55% | +16.78%+12.65% | +58.99%n/a | +52.42%n/a |
| Flows | OVLH KHPI | -$772K+$26M | -$2M+$90M | -$3M+$72M | +$51M+$219M | -$18M- | +$69M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVLH KHPI | +7.85%+5.81% | +9.93%+9.51% | +9.63%n/a | +11.27%n/a |
| Max drawdown | OVLH KHPI | -3.16%-2.22% | -5.00%-6.95% | -9.59%n/a | -20.03%n/a |
| Max drawdown duration | OVLH KHPI | 44d15d | 29d45d | 134dn/a | 771dn/a |
OVLH | KHPI | |
Last sale 3/13/2026 at 1:30 PM | $38.62 | $25.03 |
| Previous close 03/12/2026 | $38.64 | $25.16 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
OVLH | KHPI | |
|---|---|---|
| Last price | $38.62 | $25.03 |
| 1D performance | -0.05% | -0.52% |
| AuM | $98.51 M | $327.56 M |
| E/R | 0.85% | 0.96% |
OVLH | KHPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Overlay Shares | Kensington Asset Management |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 15, 2021 | September 3, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OVLH and KHPI ETFs performed in 2026?
As of March 12, 2026, OVLH is down -1.75% year-to-date (YTD), while KHPI has lost -0.55%. That puts KHPI better performer ahead so far this year.
Which ETF is attracting more investor money: OVLH or KHPI?
Year-to-date, the OVLH ETF saw -$3M in flows, compared to +$72M for KHPI.
Which ETF is more volatile: OVLH or KHPI?
Over the past year, OVLH had a volatility of 9.93%, while KHPI experienced 9.51%.
Which ETF is bigger: OVLH or KHPI?
As of March 12, 2026, OVLH holds $98.51 M in assets under management (AUM), while KHPI manages $327.56 M.
What sectors do the OVLH and KHPI ETFs invest in?
OVLH leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, KHPI focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the OVLH ETF and KHPI ETF?
OVLH top holdings include NVIDIA, APPLE and MICROSOFT-T. KHPI holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: OVLH or KHPI?
OVLH holds 503 securities with 43.08% of its assets in the top 15. KHPI has 503 securities and a top 15 weight of 43.79%.
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