OMAH vs. BRK-B
OMAH (VistaShares Target 15™ Berkshire Select Income ETF) is Derivative Income fund actively managed by VistaShares, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past year, OMAH returned 11.30% vs 0.33% for BRK-B. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
OMAH vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, OMAH achieves a 5.24% return, which is significantly higher than BRK-B's -2.95% return.
OMAH
- 1D
- -0.38%
- 1M
- -1.54%
- YTD
- 5.24%
- 6M
- 4.79%
- 1Y
- 11.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- -1.41%
- 1M
- 0.87%
- YTD
- -2.95%
- 6M
- -2.70%
- 1Y
- 0.33%
- 3Y*
- 13.44%
- 5Y*
- 11.87%
- 10Y*
- 13.42%
OMAH vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 5.24% | 6.55% |
BRK-B Berkshire Hathaway Inc. | -2.95% | 1.37% |
Correlation
The correlation between OMAH and BRK-B is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2025 | 0.57 |
The correlation between OMAH and BRK-B has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.
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Return for Risk
OMAH vs. BRK-B — Risk / Return Rank
OMAH
BRK-B
OMAH vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VistaShares Target 15™ Berkshire Select Income ETF (OMAH) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OMAH | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.02 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.78 | 0.04 | +3.74 |
| Martin ratioReturn relative to average drawdown | 8.91 | 0.07 | +8.84 |
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Drawdowns
OMAH vs. BRK-B - Drawdown Comparison
The maximum OMAH drawdown since its inception was -11.83%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for OMAH and BRK-B.
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Drawdown Indicators
| OMAH | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.83% | -53.86% | +42.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -9.42% | +6.42% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -2.02% | -9.63% | +7.61% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -11.07% | +9.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 4.51% | -3.24% |
Volatility
OMAH vs. BRK-B - Volatility Comparison
The current volatility for VistaShares Target 15™ Berkshire Select Income ETF (OMAH) is 2.21%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.80%. This indicates that OMAH experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OMAH | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 3.80% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 5.59% | 10.53% | -4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 14.40% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.99% | 17.10% | -4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.99% | 19.39% | -6.40% |
Dividends
OMAH vs. BRK-B - Dividend Comparison
OMAH's dividend yield for the trailing twelve months is around 14.06%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% |
OMAH VistaShares Target 15™ Berkshire Select Income ETF | 14.06% | 12.86% |
Frequently Asked Questions
OMAH and BRK-B have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (3.80%) compared to OMAH (2.21%). In terms of maximum drawdown, OMAH dropped -11.83% vs BRK-B's -53.86%.
OMAH currently has the higher Sharpe Ratio (1.41 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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