Overlay Shares ETFs Celebrate Five Years of Investor Growth

Overlay Shares ETFs Celebrate Milestone Achievements

The Overlay Shares ETFs, under the management of Liquid Strategies, LLC, have proudly celebrated five years of trading on the NYSE Arca. Over these years, the ETF suite has introduced innovative strategies that were once exclusive to institutional investors, making them accessible to everyday investors. The Chief Investment Officer, Shawn Gibson, has highlighted that their steady adoption shows a positive response from the investment community.

Evolution of the ETF Suite

The original five funds launched laid a strong foundation for the Overlay Shares strategy in the market. In 2021, the offerings expanded to include the Overlay Shares Short Term Bond ETF (OVT) and the Overlay Shares Large Cap Hedged Equity ETF (OVLH). This expansion has enabled the suite to combine robust underlying asset class benefits with the income potential of an option overlay strategy.

Top-Performing Funds by Morningstar Ratings

As of September 30, 2024, three of the Overlay Shares funds have achieved remarkable performance rankings, significantly positioned within the top 10 percentile by Morningstar. The Overlay Shares Large Cap Hedged Equity ETF (OVLH), Overlay Shares Core Bond ETF (OVB), and Overlay Shares Municipal Bond ETF (OVM) reflect strong performance metrics, demonstrating their value to investors.

The Comprehensive ETF Offerings

The Overlay Shares suite boasts seven dynamic and highly liquid index ETFs designed for diverse investment strategies. These ETFs can function as strong standalone investment options or be integrated as building blocks for a comprehensive asset allocation plan.

Some of the standout funds include:

• Overlay Shares Large Cap Equity ETF (ticker: OVL)
• Overlay Shares Small Cap Equity ETF (ticker: OVS)
• Overlay Shares Foreign Equity ETF (ticker: OVF)
• Overlay Shares Large Cap Hedged Equity ETF (ticker: OVLH)
• Overlay Shares Core Bond ETF (ticker: OVB)
• Overlay Shares Short Term Bond ETF (ticker: OVT)
• Overlay Shares Municipal Bond ETF (ticker: OVM)

Streamlining Investment Access

Traditionally, income overlay strategies have posed complexities that deter investors from engaging with them. However, Overlay Shares has effectively simplified this overlay process by offering it through easy-to-access ETFs, broadening its appeal among potential investors.

Adam Stewart, the Portfolio Manager for Overlay Shares, expressed excitement about the progress made over the past five years and looks forward to the upcoming opportunities that lie ahead for both the firm and its investors.

Contact Information

For further inquiries or detailed information about Overlay Shares, investors can contact:

Megan Delaney
Liquid Strategies & Overlay Shares
(770) 350-8717

Frequently Asked Questions

1. What are Overlay Shares ETFs?

Overlay Shares ETFs are investment funds managed by Liquid Strategies, LLC, aimed at providing sophisticated investment strategies accessible to everyday investors.

2. How long has Overlay Shares been trading?

Overlay Shares has been trading for five years since its launch in 2019.

3. What is the significance of the five-year milestone?

This milestone reflects the growing acceptance and performance of the ETFs among investors, indicating successful market strategies and investor engagement.

4. Where can investors find more information?

Investors can visit the official Overlay Shares website for detailed information and updates on their ETF offerings.

5. What are some of the top-performing Overlay Shares ETFs?

As of the latest updates, the Overlay Shares Large Cap Hedged Equity ETF (OVLH), the Overlay Shares Core Bond ETF (OVB), and Overlay Shares Municipal Bond ETF (OVM) rank within the top 10 percentile by Morningstar.

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