Data as of .
BIGY vs OVLH: which paid, and which earned it?
Over the year BIGY paid 12.5% of its price in cash against OVLH’s 0.3%, and returned more with it reinvested.
ETFIQ Return Stability Score: OVLH scores higher
Was the payout funded by returns, or by your own capital?
A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed
What they hold in common
By the books each fund has filed, BIGY and OVLH hold 0% of their money in the same securities at the same weight.
| Only in BIGY | Only in OVLH |
|---|---|
| Apple Inc 7.21% | Vanguard S&P 500 ETF 100.00% |
| NVIDIA Corp 6.66% | |
| Amazon.com Inc 4.95% | |
| Alphabet Inc 4.84% | |
| Advanced Micro Devices Inc 4.19% | |
| Microsoft Corp 3.84% | |
| Meta Platforms Inc 3.70% | |
| JPMORGAN CHASE & CO. 3.24% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 21, 2026.
Performance, window by window
| Window | Total return | Cash paid | Against the benchmark | |||
|---|---|---|---|---|---|---|
| BIGY | OVLH | BIGY | OVLH | BIGY | OVLH | |
| 3 months | +2.6% | +0.5% | 3.0% | 0.0% | +0.3 pts | −1.7 pts |
| 6 months | +15.0% | +11.0% | 6.9% | 0.0% | −3.0 pts | −7.0 pts |
| 1 year | +13.0% | +9.1% | 12.5% | 0.3% | −3.6 pts | −7.5 pts |
| 3 years | not published | +54.7% | not published | 1.7% | not published | −23.7 pts |
| Since launch | +28.9% | +73.7% | 21.8% | 3.1% | −2.4 pts | −45.2 pts |
| BIGY YieldMax(R) Target 12(TM) Big 50 Option Income ETF Synthetic covered call on SPY, paying monthly | OVLH Overlay Shares Hedged Large Cap Equity ETF Put-selling overlay, hedged on SPY, paying annual | |
|---|---|---|
| Issuer | YieldMax | Overlay Shares |
| Strategy | synthetic covered call | put-selling overlay, hedged |
| Benchmark | S&P 500 (SPY), used as a default proxy | S&P 500 (SPY) |
| Pays | monthly | annual |
| Payout rate, annualized | 12.1% | 0.3% |
| Expense ratio | 1.09% | not published |
| Cash paid, 1 year | 12.5% | 0.3% |
| Price change, 1 year | −0.3% | +8.8% |
| Total return, 1 year | +13.0% | +9.1% |
| Benchmark return, 1 year | +16.6% | +16.6% |
| Ahead or behind | −3.6 pts | −7.5 pts |
| Return of capital, latest estimate | 0% | not published |
| Age | 666 days | 2072 days |
| Net assets | $33m | $116m |
BIGY in plain words
Over the year to Sep 18, 2026, BIGY paid 12.5% of its starting value in cash distributions while its price fell 0.3%. With every distribution reinvested, the fund returned +13.0%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 3.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 12.1%, paid monthly. YieldMax estimates that 0% of the distribution paid Sep 3, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).
OVLH in plain words
Over the year to Sep 18, 2026, OVLH paid 0.3% of its starting value in cash distributions while its price rose 8.8%. With every distribution reinvested, the fund returned +9.1%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 7.5 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 0.3%, paid annual.
Questions people ask
- Which paid more, BIGY or OVLH?
- Over the year to Sep 18, 2026, BIGY paid 12.5% of its starting price in cash and OVLH paid 0.3%, so BIGY paid more. Cash paid is not the same as money made: the price change matters too.
- Which returned more once distributions are counted, BIGY or OVLH?
- With every distribution reinvested, BIGY returned +13.0% and OVLH returned +9.1% over the year to Sep 18, 2026, so BIGY returned more.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, BIGY against OVLH, data as of Sep 18, 2026. https://etfiq.com/compare/income/bigy-vs-ovlh Free to use with attribution; the underlying files are at Open data.