Simply Money

Thursday, March 19, 2026

JP Morgan ETF: Understanding Drawdowns & Volatility #shorts

JP Morgan Equity Premium Income ETF: lower volatility benefit? Focus on underlying assets to determine if this strategy aligns with your financial goals. #simplymoney #investingtheeasyway #ETF #Investing #Volatility #JPMorgan

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Crypto Correlations Explained: Coinbase, MicroStrategy, Bitmain #shorts

Do seemingly unrelated companies move together? Sometimes correlations spike, sometimes they dive. See how diversification *really* works by tracking surprising connections in the market. #SimplyMoney #InvestingTheEasyWay #StockMarket #Correlations #Diversification

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I Tested OMAH with Full Dividend Reinvestment | Here’s What Happened

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OMAH ETF backtest results revealed. In this video I test OMAH with full dividend reinvestment (DRIP) to see what actually happens to income, portfolio value, and total return over time.

Many investors see high income ETFs and assume the strategy will build wealth automatically. The payouts look great on paper and the monthly or weekly income can look extremely attractive. But income alone doesn’t tell the full story.

So instead of relying on marketing or opinions, I ran a full OMAH backtest using real distribution data and share price history.

We break down:

• OMAH ETF strategy and how it generates income
• Distribution history and payout consistency
• What happens when you reinvest 100% of the dividends (full DRIP)
• Portfolio growth vs NAV decline
• Total return vs income generated

Because the real question isn’t just how much income OMAH pays, but what happens to your total wealth over time.

If you’re considering OMAH for dividend income, passive income, or retirement cash flow, this backtest shows what the numbers actually say.

Subscribe to Simply Money for data-driven ETF analysis, dividend income strategies, backtests, and retirement investing insights.

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00:00 – OMAH Backtest: Can This Income ETF Really Diversify?
00:48 – OMAH Overview: Income, Diversification & Real Performance
01:14 – $525K All-In OMAH Scenario Explained
02:05 – OMAH Inception Date, Share Price & Monthly Payouts
02:29 – OMAH Spreadsheet Setup and Custom Calculators
02:57 – OMAH Share Price Performance Since Launch
03:28 – OMAH Strategy Explained: Berkshire Holdings + Covered Calls
03:36 – OMAH Distribution History and Payout Consistency
03:57 – Full DRIP Strategy: Reinvesting All Dividends
04:28 – Full DRIP Results: Shares Gained and Portfolio Growth
04:47 – 50% DRIP Strategy: Income + Reinvestment
05:19 – 50% DRIP Results: Cash Flow vs Portfolio Value
05:27 – The Problem With Short Track Records in New Funds
06:45 – Zero DRIP Strategy: Taking All the Income
07:29 – Zero DRIP Results: Big Income, Hidden Portfolio Damage
08:22 – Total Return Breakdown: What Really Matters
08:44 – Full DRIP vs 50% DRIP vs Zero DRIP Compared
09:15 – Formula Fixes, Viewer Feedback & Sheet Improvements
10:31 – Zero DRIP Total Return Results
10:43 – Is a 6% Total Return Good Enough?
11:23 – Custom DRIP Calculator: Adjust Any Reinvestment %
11:59 – Fixed Monthly Income Calculator Example
12:42 – Final Thoughts on OMAH
13:24 – Which Fund Should Be Backtested Next?
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