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IPDP vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPDP vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) 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


IPDP

1D
0.00%
1M
0.00%
YTD
6M
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)

IPDP vs. OMAH - Yearly Performance Comparison


IPDP vs. OMAH - Sectors Allocation Comparison


Sectors
IPDP
OMAH

Industrials

45.1%

-

Financial Services

18.6%
38.9%

Healthcare

13.6%
7.0%

Technology

13.1%
13.6%

Consumer Defensive

3.9%
16.2%

Consumer Cyclical

3.6%
4.1%

Basic Materials

1.5%

-

Communication Services

-

9.8%

Energy

-

10.5%

Real Estate

-

-

Utilities

-

-

Industrials

IPDP
45.1%
OMAH

-

Financial Services

IPDP
18.6%
OMAH
38.9%

Healthcare

IPDP
13.6%
OMAH
7.0%

Technology

IPDP
13.1%
OMAH
13.6%

Consumer Defensive

IPDP
3.9%
OMAH
16.2%

Consumer Cyclical

IPDP
3.6%
OMAH
4.1%

Basic Materials

IPDP
1.5%
OMAH

-

Communication Services

IPDP

-

OMAH
9.8%

Energy

IPDP

-

OMAH
10.5%

Real Estate

IPDP

-

OMAH

-

Utilities

IPDP

-

OMAH

-

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Return for Risk

IPDP vs. OMAH — Risk / Return Rank

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

IPDP

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.

IPDP vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) 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.

IPDP vs. OMAH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IPDPOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

Drawdowns

IPDP vs. OMAH - Drawdown Comparison

The maximum IPDP drawdown since its inception was 0.00%, smaller than the maximum OMAH drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for IPDP and OMAH.


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Drawdown Indicators


IPDPOMAHDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-11.83%

+11.83%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

0.00%

-2.65%

+2.65%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.26%

+1.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.21%

Volatility

IPDP vs. OMAH - Volatility Comparison


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Volatility by Period


IPDPOMAHDifference

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

0.00%

8.05%

-8.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

13.21%

-13.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

13.21%

-13.21%

IPDP vs. OMAH - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than OMAH's 0.95% expense ratio.


Dividends

IPDP vs. OMAH - Dividend Comparison

IPDP has not paid dividends to shareholders, while OMAH's dividend yield for the trailing twelve months is around 15.44%.


Frequently Asked Questions


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 1.52% for IPDP.

OMAH has the higher dividend yield at 15.44%, compared with 0.00% for IPDP.

They also come from different issuers: Innovative Portfolios and VistaShares. Their fees differ too: 1.52% for IPDP and 0.95% for OMAH.

Portfolio Optimizer

Find the right allocation for IPDP and OMAH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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