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Overlay Shares Hedged Large Cap Equity ETF (OVLH)
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Upturn Advisory Summary
12/05/2025: OVLH (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 32.98% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 31.31 - 36.75 | Updated Date 06/29/2025 |
52 Weeks Range 31.31 - 36.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
Overlay Shares Hedged Large Cap Equity ETF
ETF Overview
Overview
The Overlay Shares Hedged Large Cap Equity ETF (OVL) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the FTSE USA All Cap ex-US RIC Capped Index, while mitigating downside risk through the use of a proprietary options overlay strategy.
Reputation and Reliability
Overlay Shares is a relatively new ETF issuer, focusing on innovative investment strategies. Their reputation is still developing.
Management Expertise
The management team employs quantitative strategies and risk management techniques. Further information needed regarding the team's past performance managing funds of similar type or mandate.
Investment Objective
Goal
The fund aims to provide capital appreciation while mitigating downside risk through a dynamic hedging strategy.
Investment Approach and Strategy
Strategy: OVL employs a rules-based, passive investment strategy that seeks to track the performance of the FTSE USA All Cap ex-US RIC Capped Index while using a protective options overlay to reduce volatility.
Composition The ETF primarily holds large-cap U.S. equities and utilizes put options to hedge against market downturns.
Market Position
Market Share: Data unavailable to determine market share.
Total Net Assets (AUM): Data unavailable to determine total net assets (AUM).
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The competitive landscape is dominated by large, established ETFs tracking broad market indices. OVL differentiates itself with its hedging strategy, offering potential downside protection. OVL's relatively smaller size and newer status are disadvantages compared to larger, more liquid competitors.
Financial Performance
Historical Performance: Historical performance data is needed to evaluate the ETF's track record.
Benchmark Comparison: A benchmark comparison to the FTSE USA All Cap ex-US RIC Capped Index is needed to gauge the ETF's effectiveness.
Expense Ratio: Data unavailable to determine expense ratio.
Liquidity
Average Trading Volume
Data unavailable to determine the average trading volume for this ETF.
Bid-Ask Spread
Data unavailable to determine the average bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of large-cap equities and the effectiveness of the hedging strategy.
Growth Trajectory
Further data regarding changes in strategy and holdings is needed to analyze the growth trajectory.
Moat and Competitive Advantages
Competitive Edge
OVL's competitive edge lies in its dynamic hedging strategy, which aims to reduce downside risk compared to traditional large-cap equity ETFs. This strategy may appeal to investors seeking capital appreciation with a degree of downside protection. The ETF's focus on the FTSE USA All Cap ex-US RIC Capped Index also differentiates it from S&P 500 trackers. However, the effectiveness of the hedging strategy depends on market conditions and option pricing.
Risk Analysis
Volatility
Historical volatility data is needed to assess the ETF's risk profile.
Market Risk
The ETF is subject to market risk, as its underlying assets are primarily large-cap U.S. equities. The hedging strategy aims to mitigate downside risk but may not eliminate losses entirely. Option strategies can add additional risk and complexity.
Investor Profile
Ideal Investor Profile
The ideal investor for OVL is someone seeking capital appreciation from large-cap U.S. equities but wants to mitigate potential downside risk through a hedging strategy.
Market Risk
OVL may be suitable for long-term investors who are risk-averse but still desire exposure to the equity market. It may also appeal to those seeking a more defensive approach to equity investing.
Summary
Overlay Shares Hedged Large Cap Equity ETF (OVL) aims to track the FTSE USA All Cap ex-US RIC Capped Index while reducing risk with a hedging strategy. It caters to risk-averse investors seeking large-cap equity exposure. The ETF's hedging strategy differentiates it from standard index trackers. However, historical performance and expense ratio data are currently unavailable. Investors should carefully consider OVL's hedging strategy and associated risks before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- OverlayShares.com
- Morningstar
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Overlay Shares Hedged Large Cap Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large-cap equity securities or directly in the securities held by such ETFs, (ii) selling and purchasing listed short-term put options to generate income to the fund, and (iii) purchasing long-term out-of-the-money put options to seek to hedge against significant declines in U.S. large-cap equities.
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