BBAG vs OMAH

Comparison between JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF (BBAG, ETF) and VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF).

BBAG vs OMAH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBAG(ETF)	OMAH(ETF)
Net Assets	$995M	$990M
Expense Ratio	0.03%	0.98%
Max Drawdown	23.99%	12.82%
Sharpe Ratio	-0.41	0.75
5Y Beta	0.05	0.54
P/E Ratio	N/A	21.50
Forward P/E	N/A	17.32
PEG Ratio	N/A	0.41
5Y Dividends CAGR	12.66%	N/A
5Y EPS CAGR	N/A	13.18%
Debt to Equity	N/A	81.89%
P/S Ratio	N/A	1.91
P/B Ratio	N/A	2.92

Net Assets

Winner

BBAG

$995M

OMAH

$990M

Expense Ratio

Winner

BBAG

0.03%

OMAH

0.98%

Max Drawdown

BBAG

23.99%

Winner

OMAH

12.82%

Sharpe Ratio

BBAG

-0.41

Winner

OMAH

0.75

5Y Beta

Winner

BBAG

0.05

OMAH

0.54

P/E Ratio

BBAG

N/A

OMAH

21.50

Forward P/E

BBAG

N/A

OMAH

17.32

PEG Ratio

BBAG

N/A

OMAH

0.41

5Y Dividends CAGR

BBAG

12.66%

OMAH

N/A

5Y EPS CAGR

BBAG

N/A

OMAH

13.18%

Debt to Equity

BBAG

N/A

OMAH

81.89%

P/S Ratio

BBAG

N/A

OMAH

1.91

P/B Ratio

BBAG

N/A

OMAH

2.92

BBAG vs OMAH - Historical Returns

Returns include dividend reinvestment.

Period	BBAG	OMAH
1 month	-0.10%	-1.16%
3 months	+0.03%	+0.55%
6 months	-1.66%	+6.95%
1 year	+2.49%	+10.36%
5 years(CAGR)	-0.42%	N/A
Max(CAGR)	+1.73%	+10.04%

Winner

BBAG

-0.10%

OMAH

-1.16%

BBAG

+0.03%

Winner

OMAH

+0.55%

BBAG

-1.66%

Winner

OMAH

+6.95%

BBAG

+2.49%

Winner

OMAH

+10.36%

5Y(CAGR)

BBAG

-0.42%

OMAH

N/A

Max(CAGR)

BBAG

+1.73%

Winner

OMAH

+10.04%

BBAG vs OMAH - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BBAG	OMAH
2026	-0.25%	+7.55%
2025	+7.20%	+6.71%
2024	+1.62%	N/A
2023	+4.81%	N/A
2022	-12.62%	N/A
2021	-1.75%	N/A
2020	+6.90%	N/A
2019	+8.08%	N/A
2018	+1.00%	N/A

BBAG vs OMAH Drawdown Comparison

The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for OMAH was -11.83%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The current BBAG drawdown is -3.34%. The current OMAH drawdown is -2.79%.

Rank	BBAG	OMAH
#1	-18.74% Aug 6, 2020 - Oct 21, 2022	-11.83% Mar 27, 2025 - Jun 27, 2025
#2	-9.69% Mar 9, 2020 - Jun 10, 2020	-3.51% Mar 7, 2025 - Mar 24, 2025
#3	-2.18% Sep 4, 2019 - Jan 22, 2020	-3.31% Aug 4, 2026 - Aug 20, 2026
#4	-0.90% Jan 3, 2019 - Jan 31, 2019	-3.00% Jul 25, 2025 - Aug 14, 2025
#5	-0.88% Jul 3, 2019 - Aug 1, 2019	-2.93% Feb 5, 2026 - Apr 13, 2026
#6	-0.78% Mar 27, 2019 - May 13, 2019	-2.91% Jan 8, 2026 - Feb 4, 2026
#7	-0.74% Jan 31, 2020 - Feb 20, 2020	-2.72% Jul 16, 2026 - Jul 28, 2026
#8	-0.63% Aug 15, 2019 - Aug 27, 2019	-2.65% May 22, 2026 - Jul 2, 2026
#9	-0.60% Feb 26, 2019 - Mar 7, 2019	-2.63% Aug 29, 2025 - Oct 21, 2025
#10	-0.43% Jan 31, 2019 - Feb 7, 2019	-2.60% Nov 12, 2025 - Nov 28, 2025
#11	-0.43% Dec 19, 2018 - Dec 28, 2018	-1.57% Oct 27, 2025 - Nov 11, 2025
#12	-0.39% Feb 8, 2019 - Feb 19, 2019	-1.28% Jul 10, 2025 - Jul 23, 2025
#13	-0.31% May 15, 2019 - May 23, 2019	-1.21% Nov 28, 2025 - Jan 5, 2026
#14	-0.29% Jun 11, 2020 - Jun 19, 2020	-1.06% Jan 6, 2026 - Jan 8, 2026
#15	-0.27% Jun 3, 2019 - Jun 13, 2019	-1.05% Jul 29, 2026 - Aug 4, 2026