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HOII vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HOII vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX HOOD Growth & Income ETF (HOII) and VistaShares Target 15™ Berkshire Select Income ETF (OMAH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HOII achieves a -29.15% return, which is significantly lower than OMAH's 4.56% return.


HOII

1D
-4.93%
1M
9.10%
YTD
-29.15%
6M
-39.85%
1Y
3Y*
5Y*
10Y*

OMAH

1D
-0.70%
1M
0.44%
YTD
4.56%
6M
4.00%
1Y
11.44%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HOII vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between HOII and OMAH is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 5, 2025

0.18

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Return for Risk

HOII vs. OMAH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HOII

OMAH
OMAH Risk / Return Rank: 4949
Overall Rank
OMAH Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
OMAH Sortino Ratio Rank: 3838
Sortino Ratio Rank
OMAH Omega Ratio Rank: 3737
Omega Ratio Rank
OMAH Calmar Ratio Rank: 7575
Calmar Ratio Rank
OMAH Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HOII vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX HOOD Growth & Income ETF (HOII) and VistaShares Target 15™ Berkshire Select Income ETF (OMAH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HOII vs. OMAH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HOIIOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.91

0.70

-1.61

Drawdowns

HOII vs. OMAH - Drawdown Comparison

The maximum HOII drawdown since its inception was -55.38%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for HOII and OMAH.


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Drawdown Indicators


HOIIOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-55.38%

-11.83%

-43.55%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

-46.63%

-2.65%

-43.98%

Average Drawdown

Average peak-to-trough decline

-36.85%

-1.26%

-35.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.21%

Volatility

HOII vs. OMAH - Volatility Comparison


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Volatility by Period


HOIIOMAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.93%

Volatility (6M)

Calculated over the trailing 6-month period

5.49%

Volatility (1Y)

Calculated over the trailing 1-year period

70.36%

8.05%

+62.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.36%

13.21%

+57.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

70.36%

13.21%

+57.15%

HOII vs. OMAH - Expense Ratio Comparison

HOII has a 0.99% expense ratio, which is higher than OMAH's 0.95% expense ratio.


Dividends

HOII vs. OMAH - Dividend Comparison

HOII's dividend yield for the trailing twelve months is around 20.53%, more than OMAH's 15.44% yield.


Frequently Asked Questions


HOII and OMAH have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, OMAH is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OMAH is cheaper with a 0.95% expense ratio, compared with 0.99% for HOII.

HOII has the higher dividend yield at 20.53%, compared with 15.44% for OMAH.

They also come from different issuers: REX and VistaShares. Their fees differ too: 0.99% for HOII and 0.95% for OMAH.

Portfolio Optimizer

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