OVTvsJBNDETF Comparison
Overlay Shares Short Term Bond ETF (OVT) and JPMorgan Active Bond ETF (JBND) belong to the same industry segment: US Aggregate Bonds. In contrast, JBND's top sector exposures are Sovereign, Finance and Industrials. OVT is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.25% for JBND. OVT is up 2.09% year-to-date (YTD) with +$13M in YTD flows. JBND performs worse with -1.36% YTD performance, and +$4.01B in YTD flows. Run a side-by-side ETF comparison of OVT and JBND below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OVT vs JBND performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OVT JBND | +0.52%-0.17% | -0.62%-1.78% | +2.09%-1.36% | +3.24%-1.44% | +23.46%+18.25% | +13.37%n/a |
| Flows | OVT JBND | +$849K+$430M | +$2M+$928M | +$13M+$4.01B | +$12M+$5.82B | +$1M+$9.30B | +$26M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVT JBND | +4.27%+4.19% | +3.81%+3.85% | +3.96%+4.92% | +4.46%n/a |
| Max drawdown | OVT JBND | -1.96%-3.24% | -1.96%-4.68% | -2.86%-4.68% | -13.25%n/a |
| Max drawdown duration | OVT JBND | 64d52d | 64d229d | 112d229d | 968dn/a |
OVT | JBND | |
Last sale 10/16/2026 at 1:30 PM | $21.36 | $51.50 |
| Previous close 10/15/2026 | $21.39 | $51.51 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
OVT | JBND | |
|---|---|---|
| Last price | $21.36 | $51.50 |
| 1D performance | -0.16% | -0.02% |
| AuM | $61.05 M | $9.06 B |
| E/R | 0.79% | 0.25% |
OVT | JBND | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Overlay Shares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 597 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 15, 2021 | October 11, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
