Data as of Nov 4, 2026.
DDDD vs OVL: Dividend Yield & Total Return
DDDD and OVL both write options for income.
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Net assets: $7.8m on Nov 3, 2026 for YieldMax U.S. Stocks Target Double Distribution ETF, and $427m on Aug 31, 2026 for Overlay Shares Large Cap Equity ETF.
3.3 pts behind SCHD
DDDD since launch: paid 3.4%, price +13.4%, total +17.1%, SCHD +20.4%, −3.3 pts. Data to Nov 4, 2026.
SCHD
+20.4%
DDDD
+17.1%
3.4% as cash
3.3 pts behind SCHD
Total return, distributions reinvested
3.3 pts behind SCHD
DDDD since launch: paid 3.4%, price +13.4%, total +17.1%, SCHD +20.4%, −3.3 pts. Data to Nov 4, 2026.
SCHD
+20.4%
DDDD
+17.1%
3.3 pts behind SCHD
3.4% of it arrived as cash. Total return, distributions reinvested. DDDD since launch: paid 3.4%, price +13.4%, total +17.1%, SCHD +20.4%, −3.3 pts. Data to Nov 4, 2026.
Data to Nov 4, 2026.2.4 pts ahead of VOO
OVL over 1 year: paid 9.9%, price +6.6%, total +17.2%, VOO +14.8%, +2.4 pts. Data to Nov 4, 2026.
VOO
+14.8%
OVL
+17.2%
9.9% of it arrived as cash
2.4 pts ahead of VOO
Total return, distributions reinvested
2.4 pts ahead of VOO
OVL over 1 year: paid 9.9%, price +6.6%, total +17.2%, VOO +14.8%, +2.4 pts. Data to Nov 4, 2026.
VOO
+14.8%
OVL
+17.2%
2.4 pts ahead of VOO
9.9% of it arrived as cash. Both charts share one scale, 0 to +20.4%. OVL over 1 year: paid 9.9%, price +6.6%, total +17.2%, VOO +14.8%, +2.4 pts. Data to Nov 4, 2026.
Both charts share one scale, 0 to +20.4%. Data to Nov 4, 2026.Pair scorecard
OVL costs 0.22 points a year less.
Points (pts) are percentage points.
| Measure | DDDD | OVL |
|---|---|---|
| Paid and earned | ||
| Total return, 1 year | not published | +17.2% |
| Price change | rose 13.4% (since Mar 12, 2026) | rose 6.6% (1 year) |
| Return of capital, issuer estimate | 76% of the Oct 2, 2026 payment | 100% of the Oct 29, 2026 payment |
| Against its benchmark | ||
| Benchmark | US dividend stocks, measured through SCHD | Vanguard S&P 500 ETF, measured through VOO |
| Cost and size | ||
| Expense ratio | 1.01% | 0.79% |
| Net assets, DDDD as of Nov 3, 2026 and OVL as of Aug 31, 2026 | $7.8m | $427m |
| Holdings | ||
| Holdings in common | 0% | |
What they share
By the books each fund has filed, DDDD and OVL hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Nov 4, 2026.
half
0% in common
Only in one fund ↓
Side by side
As of Nov 4, 2026. Source: ETFIQ. Cash paid: distributions over the window, as a share of the starting price. Payout rate: the latest payment, annualized, over today’s price.
Window by window
| Total return | Cash paid | Against the benchmark | ||||
|---|---|---|---|---|---|---|
| Window | DDDD | OVL | DDDD | OVL | DDDD | OVL |
| 3 months | +7.5% | −0.5% | 1.6% | 2.6% | −1.0 pts | −0.4 pts |
| 6 months | +13.6% | +4.4% | 3.3% | 5.2% | −2.6 pts | −0.6 pts |
| 1 year | – | +17.2% | – | 9.9% | – | +2.4 pts |
| 3 years | – | +92.6% | – | 23.9% | – | +9.3 pts |
| Since launchNot the same days: DDDD Mar 2026 · OVL Oct 2019 | +17.1% | +204.4% | 3.4% | 51.2% | −3.3 pts | +14.4 pts |
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DDDD
Over the period from its first trade on Mar 12, 2026 to Nov 4, 2026, DDDD paid 3.4% of its starting value in cash distributions while its price rose 13.4%. With every distribution reinvested, the fund returned +17.1%. US dividend stocks (SCHD) returned +20.4% over the same days, so a holder was behind by 3.3 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 18.3%, paid periodically. YieldMax estimates that 76% of the distribution paid Oct 2, 2026 was a return of capital (its 19a-1 notice). That is a tax label, not a measure of erosion.
OVL
Over the year to Nov 4, 2026, OVL paid 9.9% of its starting value in cash distributions while its price rose 6.6%. With every distribution reinvested, the fund returned +17.2%. Vanguard S&P 500 ETF (VOO) returned +14.8% over the same days, so a holder was ahead by 2.4 pts. At its price on Nov 4, 2026 the latest distribution annualizes to 10.6%, paid monthly. Overlay Shares estimates that 100% of the distribution paid Oct 29, 2026 was a return of capital (its 19a-1 notice).
Questions people ask
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Every number is an ETFIQ calculation with distributions reinvested.
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ETFIQ, DDDD against OVL, data as of Nov 4, 2026. https://etfiq.com/compare/income/dddd-vs-ovl
ETFIQ. (Nov 4, 2026). DDDD against OVL. Retrieved from https://etfiq.com/compare/income/dddd-vs-ovl
[DDDD against OVL (ETFIQ, Nov 4, 2026)](https://etfiq.com/compare/income/dddd-vs-ovl)
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