SR vs. OMAH
SR (Spire Inc.) is a stock, while OMAH (VistaShares Target 15™ Berkshire Select Income ETF) is Derivative Income fund actively managed by VistaShares. Over the past year, SR returned 9.53% vs 11.47% for OMAH. At a 0.27 correlation, their price movements are largely independent.
Performance
SR vs. OMAH - Performance Comparison
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Returns By Period
In the year-to-date period, SR achieves a -3.35% return, which is significantly lower than OMAH's 5.30% return.
SR
- 1D
- 3.23%
- 1M
- -8.95%
- YTD
- -3.35%
- 6M
- -3.92%
- 1Y
- 9.53%
- 3Y*
- 12.59%
- 5Y*
- 6.44%
- 10Y*
- 5.25%
OMAH
- 1D
- 0.27%
- 1M
- -1.97%
- YTD
- 5.30%
- 6M
- 5.12%
- 1Y
- 11.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SR vs. OMAH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SR Spire Inc. | -3.35% | 12.09% |
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 5.30% | 6.55% |
Correlation
The correlation between SR and OMAH is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2025 | 0.27 |
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Return for Risk
SR vs. OMAH — Risk / Return Rank
SR
OMAH
SR vs. OMAH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Spire Inc. (SR) 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.
| SR | OMAH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.25 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 3.84 | -3.34 |
| Martin ratioReturn relative to average drawdown | 1.56 | 9.13 | -7.57 |
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Drawdowns
SR vs. OMAH - Drawdown Comparison
The maximum SR drawdown since its inception was -45.00%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for SR and OMAH.
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Drawdown Indicators
| SR | OMAH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.00% | -11.83% | -33.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.39% | -3.00% | -16.39% |
Max Drawdown (3Y)Largest decline over 3 years | -19.39% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.53% | — | — |
Current DrawdownCurrent decline from peak | -16.79% | -1.97% | -14.82% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -1.27% | -8.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 1.26% | +4.88% |
Volatility
SR vs. OMAH - Volatility Comparison
Spire Inc. (SR) has a higher volatility of 6.75% compared to VistaShares Target 15™ Berkshire Select Income ETF (OMAH) at 2.21%. This indicates that SR's price experiences larger fluctuations and is considered to be riskier than OMAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SR | OMAH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 2.21% | +4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 5.58% | +8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.69% | 8.04% | +10.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.33% | 13.03% | +8.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.40% | 13.03% | +11.37% |
Dividends
SR vs. OMAH - Dividend Comparison
SR's dividend yield for the trailing twelve months is around 4.16%, less than OMAH's 14.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 14.05% | 12.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SR Spire Inc. | 4.16% | 3.85% | 4.50% | 4.68% | 4.03% | 4.04% | 3.93% | 2.88% | 3.08% | 2.84% | 3.09% | 3.15% |
Frequently Asked Questions
SR and OMAH have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SR has higher volatility (6.75%) compared to OMAH (2.21%). In terms of maximum drawdown, SR dropped -45.00% vs OMAH's -11.83%.
OMAH currently has the higher Sharpe Ratio (1.44 vs 0.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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