EQAL vs OMAH
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF).
EQAL vs OMAH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQAL
$806M
Winner
OMAH
$812M
Expense Ratio
Winner
EQAL
0.20%
OMAH
0.95%
Max Drawdown
EQAL
40.90%
Winner
OMAH
12.82%
Sharpe Ratio
Winner
EQAL
1.52
OMAH
1.10
5Y Beta
EQAL
0.81
Winner
OMAH
0.57
P/E Ratio
EQAL
28.77
Winner
OMAH
26.31
Forward P/E
Winner
EQAL
15.90
OMAH
16.87
PEG Ratio
EQAL
N/A
OMAH
0.91
5Y Dividends CAGR
EQAL
7.46%
OMAH
N/A
5Y EPS CAGR
EQAL
11.81%
Winner
OMAH
13.68%
Debt to Equity
Winner
EQAL
50.78%
OMAH
79.41%
P/S Ratio
Winner
EQAL
1.57
OMAH
1.95
P/B Ratio
Winner
EQAL
2.64
OMAH
2.75
EQAL vs OMAH - Holdings Comparison
EQAL and OMAH have 22 common holdings. Overlap is 1.88%
EQAL's top 25 holdings weight is 12.09%. OMAH's top 25 holdings weight is 101.35%.
| Rank | EQAL | OMAH |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | APPLE INC (AAPL) - 11.76% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.33% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | AMERICAN EXPRESS CO (AXP) - 8.68% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | COCA-COLA CO (KO) - 5.95% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | CHEVRON CORP (CVX) - 4.99% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | MOODYS CORP (MCO) - 4.77% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.70% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | THE KROGER CO (KR) - 4.59% |
| #9 | LINDE PLC (LIN) - 0.48% | BANK OF AMERICA CORP (BAC) - 4.56% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | THE KRAFT HEINZ CO (KHC) - 4.52% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | VERISIGN INC (VRSN) - 4.30% |
| #12 | UBIQUITI INC (UI) - 0.45% | DAVITA INC (DVA) - 4.22% |
| #13 | AT&T INC (T) - 0.45% | CHUBB LTD (CB) - 4.21% |
| #14 | n/a (LBTYA) - 0.45% | VISA INC CLASS A (V) - 4.04% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | SIRIUS XM HOLDINGS INC (SIRI) - 3.91% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | AMAZON.COM INC (AMZN) - 3.11% |
| #18 | n/a (ASTS) - 0.40% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.91% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | AON PLC CLASS A (AON) - 2.19% |
| #20 | SOUTHERN CO (SO) - 0.38% | DOMINO'S PIZZA INC (DPZ) - 1.71% |
| #21 | n/a (GLIBK) - 0.37% | US DOLLARS (n/a) - 1.43% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 1.06% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | CASH OFFSET (n/a) - 0.73% |
| #24 | n/a (LBRDK) - 0.33% | CAPITAL ONE FINANCIAL CORP (COF) - 0.27% |
| #25 | NUCOR CORP (NUE) - 0.32% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.17% |
| Total Holdings | 989 | 139 |
EQAL vs OMAH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+3.32%
OMAH
+0.68%
3M
Winner
EQAL
+8.56%
OMAH
+7.41%
6M
Winner
EQAL
+12.88%
OMAH
+5.92%
1Y
Winner
EQAL
+24.21%
OMAH
+12.90%
5Y(CAGR)
EQAL
+6.93%
OMAH
N/A
10Y(CAGR)
EQAL
+10.90%
OMAH
N/A
Max(CAGR)
EQAL
+9.52%
Winner
OMAH
+10.50%
EQAL vs OMAH - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | OMAH |
|---|---|---|
| 2026 | +12.51% | +6.16% |
| 2025 | +10.92% | +6.71% |
| 2024 | +11.35% | N/A |
| 2023 | +12.68% | N/A |
| 2022 | -13.79% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -9.84% | N/A |
| 2017 | +16.44% | N/A |
| 2016 | +17.29% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -0.55% | N/A |
EQAL vs OMAH Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 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 | EQAL | OMAH |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -11.83% Mar 27, 2025 - Jun 27, 2025 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -3.51% Mar 7, 2025 - Mar 24, 2025 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -3.00% Jul 25, 2025 - Aug 14, 2025 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -2.93% Feb 5, 2026 - Apr 13, 2026 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -2.91% Jan 8, 2026 - Feb 4, 2026 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -2.65% May 22, 2026 - Jun 3, 2026 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -2.63% Aug 29, 2025 - Oct 21, 2025 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -2.60% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -1.57% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -1.28% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -1.21% Nov 28, 2025 - Jan 5, 2026 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -1.06% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -0.81% Mar 5, 2025 - Mar 7, 2025 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -0.70% Apr 23, 2026 - Apr 29, 2026 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -0.51% Jul 3, 2025 - Jul 10, 2025 |
Correlation
Correlation between EQAL and OMAH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
EQAL vs OMAH dividend yield comparison.
| Year | EQAL | OMAH |
|---|---|---|
| 2026 | 0.42% | 6.20% |
| 2025 | 1.79% | 12.86% |
| 2024 | 1.62% | 0.00% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.32% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.18% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 1.64% | 0.00% |
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