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PLTI vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PLTI vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX PLTR Growth & Income ETF (PLTI) 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, PLTI achieves a -20.94% return, which is significantly lower than OMAH's 5.24% return.


PLTI

1D
-4.31%
1M
3.89%
YTD
-20.94%
6M
-22.38%
1Y
3Y*
5Y*
10Y*

OMAH

1D
0.11%
1M
0.07%
YTD
5.24%
6M
5.12%
1Y
12.69%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PLTI vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between PLTI and OMAH is 0.12, 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

0.12

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Return for Risk

PLTI vs. OMAH — Risk / Return Rank

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

PLTI

OMAH
OMAH Risk / Return Rank: 5656
Overall Rank
OMAH Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
OMAH Sortino Ratio Rank: 4646
Sortino Ratio Rank
OMAH Omega Ratio Rank: 4545
Omega Ratio Rank
OMAH Calmar Ratio Rank: 8282
Calmar Ratio Rank
OMAH Martin Ratio Rank: 6060
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.

PLTI vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX PLTR Growth & Income ETF (PLTI) 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.

PLTI vs. OMAH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PLTIOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.79

0.74

-1.53

Drawdowns

PLTI vs. OMAH - Drawdown Comparison

The maximum PLTI drawdown since its inception was -35.05%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for PLTI and OMAH.


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Drawdown Indicators


PLTIOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-35.05%

-11.83%

-23.22%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

-28.15%

-2.02%

-26.13%

Average Drawdown

Average peak-to-trough decline

-19.96%

-1.26%

-18.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

Volatility

PLTI vs. OMAH - Volatility Comparison


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Volatility by Period


PLTIOMAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.84%

Volatility (6M)

Calculated over the trailing 6-month period

5.49%

Volatility (1Y)

Calculated over the trailing 1-year period

55.01%

8.06%

+46.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.01%

13.18%

+41.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.01%

13.18%

+41.83%

PLTI vs. OMAH - Expense Ratio Comparison

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


Dividends

PLTI vs. OMAH - Dividend Comparison

PLTI's dividend yield for the trailing twelve months is around 12.20%, less than OMAH's 15.34% yield.


Frequently Asked Questions


PLTI and OMAH have a correlation of 0.12, 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 PLTI.

OMAH has the higher dividend yield at 15.34%, compared with 12.20% for PLTI.

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

Portfolio Optimizer

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