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Overlay Shares Large Cap Equity ETF (OVL)

Derivative Income | Exchange Traded Fund | Cboe US
57.07 USD +0.27 (0.475%) ⇧ (July 14, 2026, 3:59 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★⯪☆Dividends:★★★★☆
Hot Take | July 11, 2026, 3:21 a.m. EDT

The most compelling feature here is the massive income potential, with a distribution rate hovering around 10.5% to 12.5%, which offers significant relief in high-inflation environments. However, this aggressive payout comes with a trade-off: the price has been relatively flat over the last five years, showing only a modest 79% gain compared to the broader market, indicating capped upside typical of high-yield structures. While the underlying business shows a healthy long-term trajectory with four out of five years of positive growth and no recent consecutive declines, the short-term outlook remains neutral due to the lack of immediate momentum and a slight bearish lean from the statistical forecast model. This makes it a solid hold for income-focused investors but less attractive for those seeking rapid capital appreciation.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.020363
AutoTheta0.028364
AutoETS0.033836
AutoARIMA0.033935

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 60%
H-stat 0.33
Ljung-Box p 0.000
Jarque-Bera p 0.567
Excess Kurtosis -0.70
Attribute Value
Trailing P/E 26.75

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.88% 6.81% 4.51% 4.24%
Dividend History
Date Dividend Yield %
2026-06-26 0.485 0.879739
2026-05-27 0.498 0.867445
2026-04-28 0.469 0.857561
2026-03-27 0.441 0.901288
2026-02-25 0.466 0.867784
2026-01-28 0.471 0.867883
2025-12-23 0.420 0.780669
2025-10-03 0.410 0.785892
2025-07-03 0.390 0.801298
2025-04-03 0.374 0.900207
2024-12-24 0.389 0.811668
2024-10-03 0.376 0.825811
2024-07-03 0.377 0.849156
2024-04-03 0.303 0.723323
2023-12-27 0.344 0.912225
2023-10-03 0.299 0.904197
2023-07-05 0.318 0.894918
2023-04-04 0.295 0.904741
2022-12-28 0.301 1.003333
2022-10-04 0.272 0.895916
2022-07-05 0.285 0.912789
2022-04-04 0.317 0.824169
2021-12-29 0.565 1.385483
2021-10-04 0.308 0.841944
2021-07-02 0.312 0.831335
2021-04-05 0.290 0.833525
2020-12-28 0.379 1.194340
2020-10-02 0.266 0.932287
2020-06-26 0.067 0.262098
2020-03-27 0.065 0.305882
2019-12-27 0.137 0.498218
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 7.15

Info Dump

Attribute Value
All Time High 58.275
All Time Low 18.13
Ask 0.0
Ask Size 500
Average Daily Volume10 Day 117,110
Average Daily Volume3 Month 94,598
Average Volume 94,598
Average Volume10Days 117,110
Beta3 Year 1.17
Bid 54.67
Bid Size 500
Category Derivative Income
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 57.13
Day Low 56.78
Dividend Yield 7.15
Eps Trailing Twelve Months 2.1330647
Esg Populated 0
Exchange BTS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 56.7498
Fifty Day Average Change 0.32019806
Fifty Day Average Change Percent 0.0056422763
Fifty Two Week Change Percent 17.08926
Fifty Two Week High 58.275
Fifty Two Week High Change -1.2050018
Fifty Two Week High Change Percent -0.020677852
Fifty Two Week Low 48.287
Fifty Two Week Low Change 8.783001
Fifty Two Week Low Change Percent 0.18189164
Fifty Two Week Range 48.287 - 58.275
First Trade Date Milliseconds 1,569,936,600,000
Five Year Average Return 0.1332892
Full Exchange Name Cboe US
Fund Family Overlay Shares
Fund Inception Date 1,569,801,600
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund is an actively-managed exchange-traded fund ("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 and (ii) selling and purchasing listed short-term put options to generate income to the fund.
Long Name Overlay Shares Large Cap Equity ETF
Market us_market
Market State PRE
Max Age 86,400
Message Board Id finmb_632049960
Nav Price 57.0205
Net Assets 308,391,904.0
Net Expense Ratio 0.79
Open 57.01
Previous Close 56.8
Price Hint 2
Quote Source Name Delayed Quote
Quote Type ETF
Region US
Regular Market Change 0.27
Regular Market Change Percent 0.475353
Regular Market Day High 57.13
Regular Market Day Low 56.78
Regular Market Day Range 56.78 - 57.13
Regular Market Open 57.01
Regular Market Previous Close 56.8
Regular Market Price 57.07
Regular Market Time 1,784,059,199
Regular Market Volume 80,319
Short Name Overlay Shares Large Cap Equity
Source Interval 15
Symbol OVL
Three Year Average Return 0.2193634
Total Assets 308,391,904
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 26.75493
Trailing Peg Ratio None
Trailing Three Month Nav Returns 15.71575
Trailing Three Month Returns 15.71575
Triggerable 1
Two Hundred Day Average 53.883434
Two Hundred Day Average Change 3.1865654
Two Hundred Day Average Change Percent 0.059138127
Type Disp ETF
Volume 80,319
Yield 0.0715
Ytd Return 12.06497