AVRE vs OMAH
Comparison between AVANTIS REAL ESTATE ETF (AVRE, ETF) and VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF).
AVRE vs OMAH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVRE
$813M
OMAH
$812M
Expense Ratio
Winner
AVRE
0.17%
OMAH
0.95%
Max Drawdown
AVRE
36.40%
Winner
OMAH
12.82%
Sharpe Ratio
AVRE
0.74
Winner
OMAH
1.10
5Y Beta
Winner
AVRE
0.45
OMAH
0.57
P/E Ratio
AVRE
35.14
Winner
OMAH
26.31
Forward P/E
AVRE
38.91
Winner
OMAH
16.87
PEG Ratio
AVRE
N/A
OMAH
0.91
5Y EPS CAGR
AVRE
10.40%
Winner
OMAH
13.68%
Debt to Equity
Winner
AVRE
35.17%
OMAH
79.41%
P/S Ratio
AVRE
8.80
Winner
OMAH
1.95
P/B Ratio
AVRE
3.14
Winner
OMAH
2.75
AVRE vs OMAH - Holdings Comparison
AVRE and OMAH have 1 common holdings. Overlap is -0.14%
AVRE's top 25 holdings weight is 55.92%. OMAH's top 25 holdings weight is 101.35%.
| Rank | AVRE | OMAH |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 6.79% | APPLE INC (AAPL) - 11.76% |
| #2 | WELLTOWER INC (WELL) - 6.47% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.33% |
| #3 | EQUINIX INC (EQIX) - 5.75% | AMERICAN EXPRESS CO (AXP) - 8.68% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.42% | COCA-COLA CO (KO) - 5.95% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.38% | CHEVRON CORP (CVX) - 4.99% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.38% | MOODYS CORP (MCO) - 4.77% |
| #7 | GOODMAN GROUP (n/a) - 2.87% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.70% |
| #8 | PUBLIC STORAGE (PSA) - 2.72% | THE KROGER CO (KR) - 4.59% |
| #9 | REALTY INCOME CORP (O) - 2.65% | BANK OF AMERICA CORP (BAC) - 4.56% |
| #10 | VENTAS INC (VTR) - 2.03% | THE KRAFT HEINZ CO (KHC) - 4.52% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.03% | VERISIGN INC (VRSN) - 4.30% |
| #12 | CROWN CASTLE INC (CCI) - 1.95% | DAVITA INC (DVA) - 4.22% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.57% | CHUBB LTD (CB) - 4.21% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.48% | VISA INC CLASS A (V) - 4.04% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.42% | SIRIUS XM HOLDINGS INC (SIRI) - 3.91% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.36% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.17% | AMAZON.COM INC (AMZN) - 3.11% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.97% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.91% |
| #19 | HOST HOTELS & RESORTS INC (HST) - 0.91% | AON PLC CLASS A (AON) - 2.19% |
| #20 | SUN COMMUNITIES INC (SUI) - 0.85% | DOMINO'S PIZZA INC (DPZ) - 1.71% |
| #21 | EMBASSY OFFICE PARKS REIT (n/a) - 0.37% | US DOLLARS (n/a) - 1.43% |
| #22 | LAND SECURITIES GROUP PLC (n/a) - 0.35% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 1.06% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.35% | CASH OFFSET (n/a) - 0.73% |
| #24 | SCENTRE GROUP (n/a) - 0.34% | CAPITAL ONE FINANCIAL CORP (COF) - 0.27% |
| #25 | n/a (n/a) - 0.34% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.17% |
| Total Holdings | 295 | 139 |
AVRE vs OMAH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVRE
+1.35%
OMAH
+0.68%
3M
AVRE
+6.91%
Winner
OMAH
+7.41%
6M
Winner
AVRE
+11.89%
OMAH
+5.92%
1Y
AVRE
+12.11%
Winner
OMAH
+12.90%
5Y(CAGR)
AVRE
+2.86%
OMAH
N/A
Max(CAGR)
AVRE
+2.86%
Winner
OMAH
+10.50%
AVRE vs OMAH - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVRE | OMAH |
|---|---|---|
| 2026 | +10.93% | +6.16% |
| 2025 | +9.20% | +6.71% |
| 2024 | +0.27% | N/A |
| 2023 | +8.83% | N/A |
| 2022 | -23.13% | N/A |
| 2021 | +13.16% | N/A |
AVRE vs OMAH Drawdown Comparison
The maximum drawdown for AVRE was -32.47%, occurring on Oct 25, 2023. Recovery took 1076 trading sessions.
The maximum drawdown for OMAH was -11.83%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current OMAH drawdown is -0.95%.
| Rank | AVRE | OMAH |
|---|---|---|
| #1 | -32.47% Dec 31, 2021 - Apr 17, 2026 | -11.83% Mar 27, 2025 - Jun 27, 2025 |
| #2 | -4.18% Nov 24, 2021 - Dec 8, 2021 | -3.51% Mar 7, 2025 - Mar 24, 2025 |
| #3 | -3.04% May 6, 2026 - Jun 12, 2026 | -3.00% Jul 25, 2025 - Aug 14, 2025 |
| #4 | -2.32% Apr 20, 2026 - May 6, 2026 | -2.93% Feb 5, 2026 - Apr 13, 2026 |
| #5 | -1.35% Nov 3, 2021 - Nov 24, 2021 | -2.91% Jan 8, 2026 - Feb 4, 2026 |
| #6 | -1.06% Dec 8, 2021 - Dec 15, 2021 | -2.65% May 22, 2026 - Jun 3, 2026 |
| #7 | -0.97% Oct 28, 2021 - Nov 3, 2021 | -2.63% Aug 29, 2025 - Oct 21, 2025 |
| #8 | -0.76% Dec 15, 2021 - Dec 22, 2021 | -2.60% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -0.73% Oct 7, 2021 - Oct 12, 2021 | -1.57% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -0.14% Oct 4, 2021 - Oct 6, 2021 | -1.28% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -0.07% Oct 15, 2021 - Oct 19, 2021 | -1.21% Nov 28, 2025 - Jan 5, 2026 |
| #12 | -0.07% Dec 22, 2021 - Dec 27, 2021 | -1.06% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -0.01% Oct 26, 2021 - Oct 28, 2021 | -0.81% Mar 5, 2025 - Mar 7, 2025 |
| #14 | N/A | -0.70% Apr 23, 2026 - Apr 29, 2026 |
| #15 | N/A | -0.51% Jul 3, 2025 - Jul 10, 2025 |
Correlation
Correlation between AVRE and OMAH is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2021 - 2026)
AVRE vs OMAH dividend yield comparison.
| Year | AVRE | OMAH |
|---|---|---|
| 2026 | 0.89% | 6.20% |
| 2025 | 4.30% | 12.86% |
| 2024 | 3.99% | 0.00% |
| 2023 | 3.33% | 0.00% |
| 2022 | 3.78% | 0.00% |
| 2021 | 0.61% | 0.00% |
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