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SMCC vs. OMAH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMCC vs. OMAH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance Leveraged Long + Income SMCI ETF (SMCC) 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, SMCC achieves a 5.60% return, which is significantly higher than OMAH's 5.24% return.


SMCC

1D
0.00%
1M
0.00%
YTD
5.60%
6M
-21.71%
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)

SMCC vs. OMAH - Yearly Performance Comparison


Correlation

The correlation between SMCC 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 Aug 21, 2025

-0.02

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Return for Risk

SMCC vs. OMAH — Risk / Return Rank

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

SMCC

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.

SMCC vs. OMAH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance Leveraged Long + Income SMCI ETF (SMCC) 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.

SMCC vs. OMAH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SMCCOMAHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.58

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.87

0.74

-1.61

Drawdowns

SMCC vs. OMAH - Drawdown Comparison

The maximum SMCC drawdown since its inception was -75.87%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for SMCC and OMAH.


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Drawdown Indicators


SMCCOMAHDifference

Max Drawdown

Largest peak-to-trough decline

-75.87%

-11.83%

-64.04%

Max Drawdown (1Y)

Largest decline over 1 year

-3.00%

Current Drawdown

Current decline from peak

-72.90%

-2.02%

-70.88%

Average Drawdown

Average peak-to-trough decline

-53.60%

-1.26%

-52.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

Volatility

SMCC vs. OMAH - Volatility Comparison


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Volatility by Period


SMCCOMAHDifference

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

75.90%

8.06%

+67.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

75.90%

13.18%

+62.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

75.90%

13.18%

+62.72%

SMCC vs. OMAH - Expense Ratio Comparison

SMCC has a 1.51% expense ratio, which is higher than OMAH's 0.95% expense ratio.


Dividends

SMCC vs. OMAH - Dividend Comparison

SMCC's dividend yield for the trailing twelve months is around 83.22%, more than OMAH's 15.34% yield.


Frequently Asked Questions


SMCC 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 1.51% for SMCC.

SMCC has the higher dividend yield at 83.22%, compared with 15.34% for OMAH.

They also come from different issuers: Defiance and VistaShares. Their fees differ too: 1.51% for SMCC and 0.95% for OMAH.

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