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SFYI vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SFYI vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Social 50 Income ETF (SFYI) 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


SFYI

1D
-0.10%
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

OMAH

1D
-0.95%
1M
3.01%
6M
8.29%
YTD
8.06%
1Y
12.05%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFYI vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between SFYI and OMAH is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 7, 2026

1.00

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Return for Risk

SFYI vs. OMAH — Risk / Return Rank

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

SFYI

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


OMAH
OMAH Risk / Return Rank: 6060
Overall Rank
OMAH Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
OMAH Sortino Ratio Rank: 5050
Sortino Ratio Rank
OMAH Omega Ratio Rank: 4848
Omega Ratio Rank
OMAH Calmar Ratio Rank: 8787
Calmar Ratio Rank
OMAH Martin Ratio Rank: 6464
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.

SFYI vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Social 50 Income ETF (SFYI) 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.


SFYIOMAHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

4.03

Martin ratioReturn relative to average drawdown

9.45

SFYI vs. OMAH - Sharpe Ratio Comparison


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Drawdowns

SFYI vs. OMAH - Drawdown Comparison

The maximum SFYI drawdown since its inception was -0.10%, smaller than the maximum OMAH drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for SFYI and OMAH.


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Drawdown Indicators


SFYIOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-0.10%

-11.83%

+11.73%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

-0.10%

-0.95%

+0.85%

Average Drawdown

Average peak-to-trough decline

-0.05%

-1.26%

+1.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

Volatility

SFYI vs. OMAH - Volatility Comparison


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Volatility by Period


SFYIOMAHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

Volatility (6M)

Calculated over the trailing 6-month period

5.90%

Volatility (1Y)

Calculated over the trailing 1-year period

2.66%

8.19%

-5.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.66%

12.96%

-10.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.66%

12.96%

-10.30%

SFYI vs. OMAH - Expense Ratio Comparison

SFYI has a 0.73% expense ratio, which is lower than OMAH's 0.95% expense ratio.


Dividends

SFYI vs. OMAH - Dividend Comparison

SFYI has not paid dividends to shareholders, while OMAH's dividend yield for the trailing twelve months is around 15.10%.


Frequently Asked Questions


With a correlation of 1.00, SFYI and OMAH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, SFYI is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SFYI is cheaper with a 0.73% expense ratio, compared with 0.95% for OMAH.

OMAH has the higher dividend yield at 15.10%, compared with 0.00% for SFYI.

They also come from different issuers: Tidal and VistaShares. Their fees differ too: 0.73% for SFYI and 0.95% for OMAH.

Portfolio Optimizer

Find the right allocation for SFYI 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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