WMTI vs. OMAH
WMTI (REX WMT Growth & Income ETF) and OMAH (VistaShares Target 15™ Berkshire Select Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.11 correlation, their price movements are largely independent. WMTI charges 0.99%/yr vs 0.95%/yr for OMAH.
Performance
WMTI vs. OMAH - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a 2.10% return, which is significantly lower than OMAH's 4.56% return.
WMTI
- 1D
- 4.18%
- 1M
- -10.43%
- YTD
- 2.10%
- 6M
- -0.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OMAH
- 1D
- -0.70%
- 1M
- 0.44%
- YTD
- 4.56%
- 6M
- 4.00%
- 1Y
- 11.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMTI vs. OMAH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 2.10% | 9.78% |
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 4.56% | 1.55% |
Correlation
The correlation between WMTI and OMAH is 0.11, 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 | 0.11 |
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Return for Risk
WMTI vs. OMAH — Risk / Return Rank
WMTI
OMAH
WMTI vs. OMAH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) 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.
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Sharpe Ratios by Period
| WMTI | OMAH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.70 | +0.08 |
Drawdowns
WMTI vs. OMAH - Drawdown Comparison
The maximum WMTI drawdown since its inception was -17.24%, which is greater than OMAH's maximum drawdown of -11.83%. Use the drawdown chart below to compare losses from any high point for WMTI and OMAH.
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Drawdown Indicators
| WMTI | OMAH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | -11.83% | -5.41% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.00% | — |
Current DrawdownCurrent decline from peak | -13.78% | -2.65% | -11.13% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -1.26% | -2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.21% | — |
Volatility
WMTI vs. OMAH - Volatility Comparison
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Volatility by Period
| WMTI | OMAH | Difference | |
|---|---|---|---|
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 | 28.30% | 8.05% | +20.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 13.21% | +15.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.30% | 13.21% | +15.09% |
WMTI vs. OMAH - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than OMAH's 0.95% expense ratio.
Dividends
WMTI vs. OMAH - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 21.32%, more than OMAH's 15.44% yield.
| Position | TTM | 2025 |
|---|---|---|
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 15.44% | 12.86% |
WMTI REX WMT Growth & Income ETF | 21.32% | 3.36% |
Frequently Asked Questions
WMTI and OMAH have a correlation of 0.11, 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 WMTI.
WMTI has the higher dividend yield at 21.32%, compared with 15.44% for OMAH.
They also come from different issuers: REX and VistaShares. Their fees differ too: 0.99% for WMTI and 0.95% for OMAH.
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