OVTvsJCPBETF Comparison
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Overlay Shares Short Term Bond ETF (OVT) and JPMorgan Core Plus Bond ETF (JCPB) belong to the same industry segment: US Aggregate Bonds. In contrast, JCPB's top sector exposures are Sovereign, Finance and Industrials. OVT is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.4% for JCPB. OVT is up 2.09% year-to-date (YTD) with +$13M in YTD flows. JCPB performs worse with -1.15% YTD performance, and +$7.47B in YTD flows. Run a side-by-side ETF comparison of OVT and JCPB 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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OVT vs JCPB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OVT JCPB | +0.52%-0.24% | -0.62%-1.82% | +2.09%-1.15% | +3.24%-1.06% | +23.46%+18.48% | +13.37%+3.03% |
| Flows | OVT JCPB | +$849K+$1.54B | +$2M+$2.74B | +$13M+$7.47B | +$12M+$8.63B | +$1M+$14.82B | +$26M+$16.54B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OVT JCPB | +4.27%+4.23% | +3.81%+3.79% | +3.96%+4.88% | +4.46%+5.71% |
| Max drawdown | OVT JCPB | -1.96%-3.33% | -1.96%-4.47% | -2.86%-4.48% | -13.25%-16.51% |
| Max drawdown duration | OVT JCPB | 64d52d | 64d229d | 112d198d | 968d1360d |
Trading data
OVT | JCPB | |
Last sale 10/16/2026 at 1:30 PM | $21.36 | |
| Previous close 10/15/2026 | $21.39 | |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
OVT | JCPB | |
|---|---|---|
| Last price | $21.36 | – |
| 1D performance | -0.16% | – |
| AuM | $61.05 M | $16.14 B |
| E/R | 0.79% | 0.4% |
Characteristics
OVT | JCPB | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Overlay Shares | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | 1561 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 15, 2021 | January 28, 2019 |
| ESG | No | No |
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Exposure
Countries
OVT
Data will be available soon
JCPB
USA
44.02%
Other
55.98%
Sectors
OVT
Data will be available soon
JCPB
Sovereign
16.35%
Finance
11.66%
Other
71.99%
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Diversification
OVT
Data will be available soon
JCPB
Total weight of top 15 holdings out of 15
14.39%
Top 15 holdings
Data as of January 1, 1970
OVT
Data will be available soon
JCPB
USA, Notes 3.625% 31aug2029, USD (AC-2029)
2.79%
US01F0506927
1.45%
US01F0526982
1.31%
Fannie Mae or Freddie Mac TBA, 2.5% 1apr2046, USD (ABS)
1.18%
USA, Notes 4% 15nov2035, USD (F-2035)
1.11%
USA, Bonds 4.875% 15aug2045, USD
0.95%
USA, Bonds 4.5% 15nov2054, USD
0.79%
USA, Bonds 4% 15nov2052, USD
0.76%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.69%
USA, Notes 0.5% 31aug2027, USD (P-2027)
0.65%
USA, Notes 4.125% 30nov2029, USD (AG-2029)
0.60%
USA, Bonds 4% 15nov2042, USD
0.57%
USA, Notes 3.625% 31aug2030, USD (AC-2030)
0.57%
USA, Bonds 4.75% 15nov2043, USD
0.48%
USA, Bonds 4.75% 15nov2053, USD
0.47%
Frequently asked questions about OVT and JCPB
How have the OVT and JCPB ETFs performed in 2026?
As of October 16, 2026, OVT is up 2.09% year-to-date (YTD), while JCPB has lost -1.15%. That puts OVT better performer ahead so far this year.
Which ETF is attracting more investor money: OVT or JCPB?
Year-to-date, the OVT ETF saw +$13M in flows, compared to +$7.47B for JCPB.
Which ETF is more volatile: OVT or JCPB?
Over the past year, OVT had a volatility of 3.81%, while JCPB experienced 3.79%.
Which ETF is bigger: OVT or JCPB?
As of October 16, 2026, OVT holds $61.05 M in assets under management (AUM), while JCPB manages $16.14 B.
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