OVMvsPFXFETF Comparison
Overlay Shares Municipal Bond ETF (OVM) and VanEck Preferred Securities ex Financials ETF (PFXF) belong to the same industry segment: Multi-Asset: Other. In contrast, PFXF's top sector exposures are Technology, Finance and Utilities. OVM is more expensive with a Total Expense Ratio (TER) of 0.81%, versus 0.4% for PFXF. OVM is down -0.57% year-to-date (YTD) with +$11M in YTD flows. PFXF performs better with 0.85% YTD performance, and +$306M in YTD flows. Run a side-by-side ETF comparison of OVM and PFXF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OVM vs PFXF performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OVM PFXF | -0.99%-2.43% | -4.21%-1.72% | -0.57%+0.85% | +0.80%+1.83% | +15.28%+31.47% | +2.13%+12.20% |
| Flows | OVM PFXF | -$209K-$25M | +$3M-$77M | +$11M+$306M | +$15M+$416M | +$32M+$1.01B | +$37M+$1.51B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVM PFXF | +6.29%+12.20% | +4.91%+10.40% | +5.29%+9.96% | +5.37%+10.94% |
| Max drawdown | OVM PFXF | -5.84%-5.34% | -6.33%-7.79% | -8.08%-11.74% | -15.59%-21.78% |
| Max drawdown duration | OVM PFXF | 92d59d | 100d134d | 306d258d | 1392d990d |
OVM | PFXF | |
Last sale 10/15/2026 at 1:30 PM | $20.74 | $17.28 |
| Previous close 10/14/2026 | $20.65 | $17.23 |
| Consolidated volume 10/14/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OVM | PFXF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OVM | PFXF | |
|---|---|---|
| Last price | $20.74 | $17.28 |
| 1D performance | +0.47% | +0.29% |
| AuM | $43.23 M | $2.28 B |
| E/R | 0.81% | 0.4% |
OVM | PFXF | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Overlay Shares | VanEck |
| Benchmark | - | ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index |
| N° of holdings | - | 86 |
| Asset class | - | Fixed Income |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 25, 2019 | July 16, 2012 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
