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NVIT vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NVIT vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) 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, NVIT achieves a 15.44% return, which is significantly higher than OMAH's 4.56% return.


NVIT

1D
-2.67%
1M
6.72%
YTD
15.44%
6M
19.59%
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)

NVIT vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between NVIT and OMAH is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 19, 2025

-0.02

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Return for Risk

NVIT vs. OMAH — Risk / Return Rank

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

NVIT

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.

NVIT vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax NVDA Performance & Distribution Target 25 ETF (NVIT) 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.

NVIT vs. OMAH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NVITOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

Sharpe Ratio (All Time)

Calculated using the full available price history

1.37

0.70

+0.67

Drawdowns

NVIT vs. OMAH - Drawdown Comparison

The maximum NVIT drawdown since its inception was -11.11%, smaller than the maximum OMAH drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for NVIT and OMAH.


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Drawdown Indicators


NVITOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-11.11%

-11.83%

+0.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

-6.77%

-2.65%

-4.12%

Average Drawdown

Average peak-to-trough decline

-2.86%

-1.26%

-1.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.21%

Volatility

NVIT vs. OMAH - Volatility Comparison


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Volatility by Period


NVITOMAHDifference

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

29.08%

8.05%

+21.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.08%

13.21%

+15.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.08%

13.21%

+15.87%

NVIT vs. OMAH - Expense Ratio Comparison

NVIT has a 1.08% expense ratio, which is higher than OMAH's 0.95% expense ratio.


Dividends

NVIT vs. OMAH - Dividend Comparison

NVIT's dividend yield for the trailing twelve months is around 12.36%, less than OMAH's 15.44% yield.


Frequently Asked Questions


NVIT and OMAH have a correlation of -0.02, 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 1.08% for NVIT.

OMAH has the higher dividend yield at 15.44%, compared with 12.36% for NVIT.

They also come from different issuers: YieldMax and VistaShares. Their fees differ too: 1.08% for NVIT and 0.95% for OMAH.

Portfolio Optimizer

Find the right allocation for NVIT and OMAH

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