XMLV vs OMAH
Comparison between INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV, ETF) and VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF (OMAH, ETF).
XMLV vs OMAH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XMLV
$750M
OMAH
$749M
Expense Ratio
Winner
XMLV
0.25%
OMAH
0.95%
Max Drawdown
XMLV
40.50%
Winner
OMAH
12.82%
Sharpe Ratio
XMLV
0.47
Winner
OMAH
1.05
5Y Beta
Winner
XMLV
0.49
OMAH
0.58
P/E Ratio
Winner
XMLV
16.97
OMAH
26.24
Forward P/E
Winner
XMLV
15.64
OMAH
16.94
PEG Ratio
Winner
XMLV
0.19
OMAH
0.91
5Y Dividends CAGR
XMLV
17.24%
OMAH
N/A
5Y EPS CAGR
XMLV
12.27%
Winner
OMAH
13.68%
Debt to Equity
Winner
XMLV
64.76%
OMAH
79.41%
P/S Ratio
XMLV
2.48
Winner
OMAH
1.98
P/B Ratio
Winner
XMLV
1.88
OMAH
2.76
XMLV vs OMAH - Holdings Comparison
XMLV and OMAH have 1 common holdings. Overlap is -0.14%
XMLV's top 25 holdings weight is 37.89%. OMAH's top 25 holdings weight is 101.35%.
| Rank | XMLV | OMAH |
|---|---|---|
| #1 | TXNM ENERGY INC (TXNM) - 3.06% | APPLE INC (AAPL) - 11.76% |
| #2 | OGE ENERGY CORP (OGE) - 1.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.33% |
| #3 | NEW JERSEY RESOURCES CORP (NJR) - 1.64% | AMERICAN EXPRESS CO (AXP) - 8.68% |
| #4 | AGREE REALTY CORP (ADC) - 1.62% | COCA-COLA CO (KO) - 5.95% |
| #5 | NNN REIT INC (NNN) - 1.60% | CHEVRON CORP (CVX) - 4.99% |
| #6 | W.P. CAREY INC (WPC) - 1.60% | MOODYS CORP (MCO) - 4.77% |
| #7 | IDACORP INC (IDA) - 1.56% | OCCIDENTAL PETROLEUM CORP (OXY) - 4.70% |
| #8 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.49% | THE KROGER CO (KR) - 4.59% |
| #9 | INGREDION INC (INGR) - 1.48% | BANK OF AMERICA CORP (BAC) - 4.56% |
| #10 | COPT DEFENSE PROPERTIES (CDP) - 1.47% | THE KRAFT HEINZ CO (KHC) - 4.52% |
| #11 | PORTLAND GENERAL ELECTRIC CO (POR) - 1.46% | VERISIGN INC (VRSN) - 4.30% |
| #12 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.45% | DAVITA INC (DVA) - 4.22% |
| #13 | SPIRE INC (SR) - 1.45% | CHUBB LTD (CB) - 4.21% |
| #14 | EASTGROUP PROPERTIES INC (EGP) - 1.43% | VISA INC CLASS A (V) - 4.04% |
| #15 | STARWOOD PROPERTY TRUST INC (STWD) - 1.42% | SIRIUS XM HOLDINGS INC (SIRI) - 3.91% |
| #16 | ONE GAS INC (OGS) - 1.41% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #17 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.41% | AMAZON.COM INC (AMZN) - 3.11% |
| #18 | BRIXMOR PROPERTY GROUP INC (BRX) - 1.35% | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.91% |
| #19 | SABRA HEALTH CARE REIT INC (SBRA) - 1.35% | AON PLC CLASS A (AON) - 2.19% |
| #20 | THE HANOVER INSURANCE GROUP INC (THG) - 1.34% | DOMINO'S PIZZA INC (DPZ) - 1.71% |
| #21 | NATIONAL FUEL GAS CO (NFG) - 1.34% | US DOLLARS (n/a) - 1.43% |
| #22 | LAMAR ADVERTISING CO CLASS A (LAMR) - 1.33% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 1.06% |
| #23 | ANTERO MIDSTREAM CORP (AM) - 1.33% | CASH OFFSET (n/a) - 0.73% |
| #24 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.31% | CAPITAL ONE FINANCIAL CORP (COF) - 0.27% |
| #25 | RLI CORP (RLI) - 1.30% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.17% |
| Total Holdings | 82 | 139 |
XMLV vs OMAH - Historical Returns
Returns include dividend reinvestment.
1M
XMLV
-0.92%
Winner
OMAH
+0.83%
3M
XMLV
-1.69%
Winner
OMAH
+5.45%
6M
XMLV
+4.76%
Winner
OMAH
+5.12%
1Y
XMLV
+8.54%
Winner
OMAH
+12.69%
5Y(CAGR)
XMLV
+5.91%
OMAH
N/A
10Y(CAGR)
XMLV
+7.81%
OMAH
N/A
Max(CAGR)
XMLV
+9.59%
Winner
OMAH
+9.73%
XMLV vs OMAH - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | XMLV | OMAH |
|---|---|---|
| 2026 | +4.44% | +5.03% |
| 2025 | +5.88% | +6.71% |
| 2024 | +16.72% | N/A |
| 2023 | +1.70% | N/A |
| 2022 | -6.04% | N/A |
| 2021 | +24.82% | N/A |
| 2020 | -7.56% | N/A |
| 2019 | +25.81% | N/A |
| 2018 | -0.21% | N/A |
| 2017 | +13.66% | N/A |
| 2016 | +23.26% | N/A |
| 2015 | +5.16% | N/A |
| 2014 | +19.64% | N/A |
| 2013 | +14.56% | N/A |
XMLV vs OMAH Drawdown Comparison
The maximum drawdown for XMLV was -39.83%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The maximum drawdown for OMAH was -11.83%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current XMLV drawdown is -3.08%. The current OMAH drawdown is -2.01%.
| Rank | XMLV | OMAH |
|---|---|---|
| #1 | -39.83% Feb 18, 2020 - Apr 15, 2021 | -11.83% Mar 27, 2025 - Jun 27, 2025 |
| #2 | -16.54% Dec 29, 2021 - Mar 27, 2024 | -3.51% Mar 7, 2025 - Mar 24, 2025 |
| #3 | -13.81% Nov 25, 2024 - Aug 22, 2025 | -3.00% Jul 25, 2025 - Aug 14, 2025 |
| #4 | -13.26% Sep 14, 2018 - Feb 15, 2019 | -2.93% Feb 5, 2026 - Apr 13, 2026 |
| #5 | -9.62% Aug 17, 2015 - Nov 23, 2015 | -2.91% Jan 8, 2026 - Feb 4, 2026 |
| #6 | -9.26% Dec 1, 2015 - Mar 3, 2016 | -2.65% May 22, 2026 - Jun 3, 2026 |
| #7 | -8.93% May 21, 2013 - Jul 18, 2013 | -2.63% Aug 29, 2025 - Oct 21, 2025 |
| #8 | -8.47% Jul 23, 2013 - Oct 18, 2013 | -2.60% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -7.97% Jan 26, 2018 - May 10, 2018 | -1.57% Oct 27, 2025 - Nov 11, 2025 |
| #10 | -7.03% Mar 2, 2026 - Mar 20, 2026 | -1.28% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -6.72% Jul 1, 2014 - Oct 28, 2014 | -1.21% Nov 28, 2025 - Jan 5, 2026 |
| #12 | -6.13% Sep 7, 2016 - Nov 28, 2016 | -1.06% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -5.57% Nov 15, 2021 - Dec 27, 2021 | -0.81% Mar 5, 2025 - Mar 7, 2025 |
| #14 | -5.56% Sep 2, 2021 - Nov 1, 2021 | -0.70% Apr 23, 2026 - Apr 29, 2026 |
| #15 | -5.37% Mar 28, 2024 - May 9, 2024 | -0.51% Jul 3, 2025 - Jul 10, 2025 |
Correlation
Correlation between XMLV and OMAH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2013 - 2026)
XMLV vs OMAH dividend yield comparison.
| Year | XMLV | OMAH |
|---|---|---|
| 2026 | 0.88% | 6.27% |
| 2025 | 2.87% | 12.86% |
| 2024 | 2.23% | 0.00% |
| 2023 | 2.34% | 0.00% |
| 2022 | 2.05% | 0.00% |
| 2021 | 1.14% | 0.00% |
| 2020 | 1.93% | 0.00% |
| 2019 | 2.02% | 0.00% |
| 2018 | 2.13% | 0.00% |
| 2017 | 1.74% | 0.00% |
| 2016 | 1.72% | 0.00% |
| 2015 | 1.85% | 0.00% |
| 2014 | 2.00% | 0.00% |
| 2013 | 1.63% | 0.00% |
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