INFO vs OMAH
Comparison between Harbor PanAgora Dynamic Large Cap Core ETF (INFO, ETF) and VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF).
INFO vs OMAH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INFO
$813M
OMAH
$812M
Expense Ratio
Winner
INFO
0.35%
OMAH
0.95%
Max Drawdown
INFO
19.60%
Winner
OMAH
12.82%
Sharpe Ratio
Winner
INFO
1.62
OMAH
1.10
5Y Beta
INFO
1.00
Winner
OMAH
0.57
P/E Ratio
Winner
INFO
26.31
OMAH
26.31
Forward P/E
INFO
19.66
Winner
OMAH
16.87
PEG Ratio
Winner
INFO
0.15
OMAH
0.91
5Y EPS CAGR
Winner
INFO
27.97%
OMAH
13.68%
Debt to Equity
Winner
INFO
-9.26%
OMAH
79.41%
P/S Ratio
INFO
2.63
Winner
OMAH
1.95
P/B Ratio
INFO
5.20
Winner
OMAH
2.75
INFO vs OMAH - Holdings Comparison
INFO and OMAH have 10 common holdings. Overlap is 13.75%
INFO's top 25 holdings weight is 57.79%. OMAH's top 25 holdings weight is 101.35%.
| Rank | INFO | OMAH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.71% | APPLE INC (AAPL) - 11.76% |
| #2 | APPLE INC (AAPL) - 7.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.33% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.09% | AMERICAN EXPRESS CO (AXP) - 8.68% |
| #4 | MICROSOFT CORP (MSFT) - 4.87% | COCA-COLA CO (KO) - 5.95% |
| #5 | BROADCOM INC (AVGO) - 3.59% | CHEVRON CORP (CVX) - 4.99% |
| #6 | AMAZON.COM INC (AMZN) - 3.45% | MOODYS CORP (MCO) - 4.77% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.38% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.70% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.79% | THE KROGER CO (KR) - 4.59% |
| #9 | ELI LILLY AND CO (LLY) - 1.72% | BANK OF AMERICA CORP (BAC) - 4.56% |
| #10 | TESLA INC (TSLA) - 1.35% | THE KRAFT HEINZ CO (KHC) - 4.52% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | VERISIGN INC (VRSN) - 4.30% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.20% | DAVITA INC (DVA) - 4.22% |
| #13 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.19% | CHUBB LTD (CB) - 4.21% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.18% | VISA INC CLASS A (V) - 4.04% |
| #15 | ANALOG DEVICES INC (ADI) - 1.11% | SIRIUS XM HOLDINGS INC (SIRI) - 3.91% |
| #16 | ABBVIE INC (ABBV) - 1.10% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #17 | COSTCO WHOLESALE CORP (COST) - 1.09% | AMAZON.COM INC (AMZN) - 3.11% |
| #18 | WALMART INC (WMT) - 0.97% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.91% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 0.91% | AON PLC CLASS A (AON) - 2.19% |
| #20 | n/a (DELL) - 0.86% | DOMINO'S PIZZA INC (DPZ) - 1.71% |
| #21 | n/a (JCI) - 0.85% | US DOLLARS (n/a) - 1.43% |
| #22 | ALTRIA GROUP INC (MO) - 0.85% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 1.06% |
| #23 | EOG RESOURCES INC (EOG) - 0.84% | CASH OFFSET (n/a) - 0.73% |
| #24 | STATE STREET CORP (STT) - 0.84% | CAPITAL ONE FINANCIAL CORP (COF) - 0.27% |
| #25 | CUMMINS INC (CMI) - 0.83% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.17% |
| Total Holdings | 131 | 139 |
INFO vs OMAH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INFO
+0.82%
OMAH
+0.68%
3M
Winner
INFO
+12.34%
OMAH
+7.41%
6M
Winner
INFO
+10.47%
OMAH
+5.92%
1Y
Winner
INFO
+26.67%
OMAH
+12.90%
Max(CAGR)
Winner
INFO
+19.21%
OMAH
+10.50%
INFO vs OMAH - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | INFO | OMAH |
|---|---|---|
| 2026 | +9.41% | +6.16% |
| 2025 | +19.87% | +6.71% |
| 2024 | +2.19% | N/A |
INFO vs OMAH Drawdown Comparison
The maximum drawdown for INFO was -19.60%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for OMAH was -11.83%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current INFO drawdown is -2.36%. The current OMAH drawdown is -0.95%.
| Rank | INFO | OMAH |
|---|---|---|
| #1 | -19.60% Jan 23, 2025 - Jun 24, 2025 | -11.83% Mar 27, 2025 - Jun 27, 2025 |
| #2 | -8.98% Jan 28, 2026 - Apr 15, 2026 | -3.51% Mar 7, 2025 - Mar 24, 2025 |
| #3 | -4.96% Oct 29, 2025 - Dec 10, 2025 | -3.00% Jul 25, 2025 - Aug 14, 2025 |
| #4 | -4.62% Jun 2, 2026 - Jun 10, 2026 | -2.93% Feb 5, 2026 - Apr 13, 2026 |
| #5 | -3.86% Dec 6, 2024 - Jan 22, 2025 | -2.91% Jan 8, 2026 - Feb 4, 2026 |
| #6 | -3.09% Jan 9, 2026 - Jan 27, 2026 | -2.65% May 22, 2026 - Jun 3, 2026 |
| #7 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -2.63% Aug 29, 2025 - Oct 21, 2025 |
| #8 | -2.68% Oct 14, 2024 - Nov 6, 2024 | -2.60% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -2.61% Dec 11, 2025 - Dec 23, 2025 | -1.57% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -2.39% Nov 11, 2024 - Nov 26, 2024 | -1.28% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -2.17% Jul 28, 2025 - Aug 8, 2025 | -1.21% Nov 28, 2025 - Jan 5, 2026 |
| #12 | -2.15% May 14, 2026 - May 26, 2026 | -1.06% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -1.72% Aug 14, 2025 - Aug 27, 2025 | -0.81% Mar 5, 2025 - Mar 7, 2025 |
| #14 | -1.34% Aug 28, 2025 - Sep 4, 2025 | -0.70% Apr 23, 2026 - Apr 29, 2026 |
| #15 | -1.25% Sep 22, 2025 - Oct 1, 2025 | -0.51% Jul 3, 2025 - Jul 10, 2025 |
Correlation
Correlation between INFO and OMAH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2024 - 2026)
INFO vs OMAH dividend yield comparison.
| Year | INFO | OMAH |
|---|---|---|
| 2026 | 0.00% | 6.20% |
| 2025 | 0.35% | 12.86% |
| 2024 | 0.16% | 0.00% |
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