OVS
Overlay Shares Small Cap Equity ETF
📎 Investment Objective
The Overlay Shares Small Cap Equity ETF (OVS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the small-capitalization segment of the U.S. equity market.
Overview
ETF tracking Overlay Shares Small Cap Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Overlay Shares Small Cap Equity ETF (OVS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the small-capitalization segment of the U.S. equity market.
🎯 Investment Strategy
The ETF invests primarily in a portfolio of small-cap U.S. equity securities that the fund's adviser believes will provide investment results that, before fees and expenses, correspond generally to the performance of the small-cap segment of the U.S. equity market.
✨ Key Features
- Focuses on small-cap U.S. equities, which can provide exposure to companies with potential for higher growth but also higher volatility
- Passively managed to track the performance of the small-cap segment of the U.S. equity market
- Low expense ratio of 0.00% to minimize costs for investors
- Limited performance history as the fund is relatively new
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks, leading to higher risk
- Potential for higher volatility and drawdowns compared to broader market indexes
- Tracking error risk as the fund may not perfectly replicate the performance of its target index
- Limited performance history makes it difficult to evaluate long-term returns and risk
👤 Best For
The Overlay Shares Small Cap Equity ETF may be suitable for investors seeking exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio. Investors with a higher risk tolerance and a longer investment horizon may find this fund appropriate, though the limited performance history should be carefully considered.