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OMAH vs SPY

Comparison between VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

OMAH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OMAH
$749M
Winner
SPY
$735B
Expense Ratio
OMAH
0.95%
Winner
SPY
0.09%
Max Drawdown
Winner
OMAH
12.82%
SPY
56.47%
Sharpe Ratio
OMAH
1.05
Winner
SPY
1.62
5Y Beta
Winner
OMAH
0.58
SPY
1.00
P/E Ratio
Winner
OMAH
26.24
SPY
28.99
Forward P/E
Winner
OMAH
16.94
SPY
22.37
PEG Ratio
OMAH
0.91
SPY
N/A
5Y Dividends CAGR
OMAH
N/A
SPY
5.43%
5Y EPS CAGR
OMAH
13.68%
Winner
SPY
26.05%
Debt to Equity
OMAH
79.41%
Winner
SPY
32.40%
P/S Ratio
Winner
OMAH
1.98
SPY
3.74
P/B Ratio
Winner
OMAH
2.76
SPY
5.61

OMAH vs SPY - Holdings Comparison

OMAH and SPY have 21 common holdings. Overlap is 15.48%

OMAH's top 25 holdings weight is 101.35%. SPY's top 25 holdings weight is 52.37%.

RankOMAHSPY
#1
APPLE INC (AAPL) - 11.76%
NVIDIA CORP (NVDA) - 8.10%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.33%
APPLE INC (AAPL) - 7.02%
#3
AMERICAN EXPRESS CO (AXP) - 8.68%
MICROSOFT CORP (MSFT) - 4.79%
#4
COCA-COLA CO (KO) - 5.95%
AMAZON.COM INC (AMZN) - 4.02%
#5
CHEVRON CORP (CVX) - 4.99%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MOODYS CORP (MCO) - 4.77%
BROADCOM INC (AVGO) - 3.10%
#7
OCCIDENTAL PETROLEUM CORP (OXY) - 4.70%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
THE KROGER CO (KR) - 4.59%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
BANK OF AMERICA CORP (BAC) - 4.56%
TESLA INC (TSLA) - 1.89%
#10
THE KRAFT HEINZ CO (KHC) - 4.52%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VERISIGN INC (VRSN) - 4.30%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
DAVITA INC (DVA) - 4.22%
ELI LILLY AND CO (LLY) - 1.31%
#13
CHUBB LTD (CB) - 4.21%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VISA INC CLASS A (V) - 4.04%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SIRIUS XM HOLDINGS INC (SIRI) - 3.91%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MASTERCARD INC CLASS A (MA) - 3.24%
INTEL CORP (INTC) - 0.90%
#17
AMAZON.COM INC (AMZN) - 3.11%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CONSTELLATION BRANDS INC CLASS A (STZ) - 2.91%
VISA INC CLASS A (V) - 0.85%
#19
AON PLC CLASS A (AON) - 2.19%
WALMART INC (WMT) - 0.81%
#20
DOMINO'S PIZZA INC (DPZ) - 1.71%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
US DOLLARS (n/a) - 1.43%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 1.06%
CATERPILLAR INC (CAT) - 0.66%
#23
CASH OFFSET (n/a) - 0.73%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CAPITAL ONE FINANCIAL CORP (COF) - 0.27%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.17%
ABBVIE INC (ABBV) - 0.58%
Total Holdings139505

OMAH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OMAH
+0.83%
Winner
SPY
+1.90%
3M
OMAH
+5.45%
Winner
SPY
+8.55%
6M
OMAH
+5.12%
Winner
SPY
+8.18%
1Y
OMAH
+12.69%
Winner
SPY
+25.79%
5Y(CAGR)
OMAH
N/A
SPY
+13.32%
10Y(CAGR)
OMAH
N/A
SPY
+15.19%
Max(CAGR)
Winner
OMAH
+9.73%
SPY
+8.47%

OMAH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOMAHSPY
2026+5.03%+8.26%
2025+6.71%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OMAH vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OMAH drawdown is -2.01%. The current SPY drawdown is -2.90%.

RankOMAHSPY
#1-11.83%
Mar 27, 2025 - Jun 27, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.51%
Mar 7, 2025 - Mar 24, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.00%
Jul 25, 2025 - Aug 14, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.93%
Feb 5, 2026 - Apr 13, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.91%
Jan 8, 2026 - Feb 4, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.65%
May 22, 2026 - Jun 3, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.63%
Aug 29, 2025 - Oct 21, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.60%
Nov 12, 2025 - Nov 28, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.57%
Oct 27, 2025 - Nov 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.28%
Jul 10, 2025 - Jul 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.21%
Nov 28, 2025 - Jan 5, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.06%
Jan 6, 2026 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.81%
Mar 5, 2025 - Mar 7, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.70%
Apr 23, 2026 - Apr 29, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.51%
Jul 3, 2025 - Jul 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OMAH and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

OMAH vs SPY dividend yield comparison.

YearOMAHSPY
20266.27%0.24%
202512.86%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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