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Data as of .

OVL vs YYY: which paid, and which earned it?

Over the year YYY paid 12.1% of its price in cash against OVL’s 8.9%, though OVL returned more with it reinvested.

Overlay Shares Large Cap Equity ETF and Amplify CEF High Income ETF.

8.9%OVL cash paid, 1 year
12.1%YYY cash paid, 1 year
+19.2%OVL total return, 1 year
+3.4%YYY total return, 1 year

ETFIQ Return Stability Score: OVL scores higher

Was the payout funded by returns, or by your own capital?

OVL 88.8YYY 22.33.8, the lowest in this set96.8, the highest

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

OVL2.6 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%OVL+19.2%8.9% of it arrived as cash2.6 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%OVL+19.2%2.6 pts ahead of SPY
YYY13.2 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%YYY+3.4%12.1% as cash13.2 pts behind SPYTotal return, distributions reinvestedSPY+16.6%YYY+3.4%13.2 pts behind SPY

What they hold in common

By the books each fund has filed, OVL and YYY hold 0% of their money in the same securities at the same weight.

Only in each
Only in OVLOnly in YYY
Vanguard S&P 500 ETF 100.00%abrdn Total Dynamic Dividend Fund 3.61%
BlackRock ESG Capital Allocation Term Trust 3.33%
Tortoise Energy Infrastructure Corp 3.32%
Nuveen Floating Rate Income Fund/Closed-end Fund 3.30%
PIMCO High Income Fund 3.04%
Guggenheim Strategic Opportunities Fund 2.98%
Nuveen Credit Strategies Income Fund 2.66%
Western Asset Diversified Income Fund 2.45%

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

OVL and YYY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
OVLYYYOVLYYYOVLYYY
3 months+2.3%−2.5%2.6%3.1%0.0 pts−4.8 pts
6 months+18.8%+4.7%5.7%6.5%+0.7 pts−13.3 pts
1 year+19.2%+3.4%8.9%12.1%+2.6 pts−13.2 pts
3 years+86.2%+37.1%21.1%37.7%+7.8 pts−41.3 pts
Since launch+203.4%+117.8%47.2%112.4%+16.1 pts−519.1 pts
Open the live comparison on ETFIQ
OVL and YYY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
OVL
Overlay Shares Large Cap Equity ETF
Put-selling overlay on SPY, paying monthly
YYY
Amplify CEF High Income ETF
Option income on SPY, paying monthly
IssuerOverlay SharesAmplify
Strategyput-selling overlayoption income
BenchmarkS&P 500 (SPY)S&P 500 (SPY), used as the proxy
Paysmonthlymonthly
Payout rate, annualized10.4%13.3%
Expense rationot published3.23%
Cash paid, 1 year8.9%12.1%
Price change, 1 year+9.4%−8.8%
Total return, 1 year+19.2%+3.4%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind+2.6 pts−13.2 pts
Return of capital, latest estimatenot publishednot published
Age2544 days5211 days
Net assets$276m$702m

OVL in plain words

Over the year to Sep 18, 2026, OVL paid 8.9% of its starting value in cash distributions while its price rose 9.4%. With every distribution reinvested, the fund returned +19.2%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 2.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 10.4%, paid monthly.

YYY in plain words

Over the year to Sep 18, 2026, YYY paid 12.1% of its starting value in cash distributions while its price fell 8.8%. With every distribution reinvested, the fund returned +3.4%. S&P 500 (SPY), used as the proxy returned +16.6% over the same days, so a holder was behind by 13.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 13.3%, paid monthly.

Questions people ask

Which paid more, OVL or YYY?
Over the year to Sep 18, 2026, OVL paid 8.9% of its starting price in cash and YYY paid 12.1%, so YYY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, OVL or YYY?
With every distribution reinvested, OVL returned +19.2% and YYY returned +3.4% over the year to Sep 18, 2026, so OVL 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.

OVL against YYY, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, OVL against YYY, data as of Sep 18, 2026. https://etfiq.com/compare/income/ovl-vs-yyy Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources