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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
0.27%
1M
-1.97%
YTD
5.30%
6M
5.12%
1Y
11.47%
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%
4.9%

Financial Services

18.6%
37.3%

Healthcare

13.6%
4.4%

Technology

13.1%
11.6%

Consumer Defensive

3.9%
13.2%

Consumer Cyclical

3.6%
4.1%

Basic Materials

1.5%

-

Communication Services

-

19.8%

Energy

-

8.8%

Real Estate

-

-

Utilities

-

-

Industrials

IPDP
45.1%
OMAH
4.9%

Financial Services

IPDP
18.6%
OMAH
37.3%

Healthcare

IPDP
13.6%
OMAH
4.4%

Technology

IPDP
13.1%
OMAH
11.6%

Consumer Defensive

IPDP
3.9%
OMAH
13.2%

Consumer Cyclical

IPDP
3.6%
OMAH
4.1%

Basic Materials

IPDP
1.5%
OMAH

-

Communication Services

IPDP

-

OMAH
19.8%

Energy

IPDP

-

OMAH
8.8%

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

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


OMAH
OMAH Risk / Return Rank: 5151
Overall Rank
OMAH Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
OMAH Sortino Ratio Rank: 4141
Sortino Ratio Rank
OMAH Omega Ratio Rank: 4040
Omega Ratio Rank
OMAH Calmar Ratio Rank: 7878
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IPDPOMAHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

3.84

Martin ratioReturn relative to average drawdown

9.13

IPDP vs. OMAH - Sharpe Ratio Comparison


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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%

-1.97%

+1.97%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.27%

+1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.26%

Volatility

IPDP vs. OMAH - Volatility Comparison


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Volatility by Period


IPDPOMAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

Volatility (6M)

Calculated over the trailing 6-month period

5.58%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

8.04%

-8.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

13.03%

-13.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

13.03%

-13.03%

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 14.05%.


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 14.05%, 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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