IVV vs OMAH
iShares Core S&P 500 ETF vs VistaShares Target 15 Berkshire Select Income ETF
Which is better, IVV or OMAH?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 59.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | OMAH |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.98% |
| AUM | $882.6B | $1.1B |
| Dividend Yield | 1.06% | 15.46% |
| Holdings | 508 | 91 |
| YTD Return | +13.60%Best | +4.50% |
| 1Y Return | +16.32%Best | +6.18% |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.03% | - |
| Volatility (annualized) | 11.7% | 7.0%Best |
| Max Drawdown | -14.6% | -11.8%Best |
| $10,000 over 1.6 years | $13,530Best | $11,197 |
| Top 10 Weight | 38.1%Best | 59.9% |
| Fund Family | iShares by BlackRock (US) | VistaShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Mar 5, 2025 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 5, 2025 to Oct 2, 2026 (1.6 years).
IVV vs OMAH growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
IVV vs OMAH Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and VistaShares Target 15 Berkshire Select Income ETF (OMAH) is an ETF from VistaShares. Over the past year IVV returned +16.32% while OMAH returned +6.18%. Year to date, IVV is up 13.60% versus a gain of 4.50% for OMAH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 7.0% for OMAH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.6% for IVV and -11.8% for OMAH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while OMAH charges 0.98%. On a $10,000 position that is $3 vs $98 annually, a gap of $95 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 15.46% for OMAH.
Holdings Overlap
16.8% of IVV's money is in holdings OMAH also owns. 87.9% of OMAH's money is in holdings IVV also owns.
Most of OMAH is already inside IVV. Owning both mostly buys the same companies twice.
17 positions in common, counted across the 505 positions we hold weights for in IVV and 22 in OMAH, against full books of 508 and 91.
What only one of them owns
Our book lists 5 positions for OMAH that do not appear in our book for IVV (12.2% of the fund), and 480 for IVV that do not appear in OMAH (82.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in OMAH | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.39% | 10.24% | 2.85% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.42% | 10.12% | 8.70% |
| GOOGLAlphabet Inc,class A | 3.00% | 4.33% | 1.33% |
| AXPAmerican Express Co. | 0.26% | 6.74% | 6.48% |
| GOOGAlphabet Inc. C | 2.40% | 4.33% | 1.93% |
| CVXChevron Corp | 0.61% | 4.80% | 4.19% |
| KOCoca Cola Co. | 0.52% | 4.89% | 4.37% |
| BACBank of America Corp.: Financials | 0.62% | 4.38% | 3.76% |
| OXYOccidental Petroleum Corp. | 0.07% | 4.80% | 4.73% |
| VRSNVerisign Inc | 0.04% | 4.64% | 4.60% |
87.9% of OMAH is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OMAH?
IVV has an expense ratio of 0.03% while OMAH charges 0.98%. IVV is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, IVV or OMAH?
Over the past year IVV returned +16.32% vs +6.18% for OMAH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +20.80% vs +7.32% for OMAH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OMAH?
IVV has been the more volatile fund at 11.7% annualized versus 7.0% for OMAH. Worst drawdown: IVV -14.6% vs OMAH -11.8%.
Should I hold both IVV and OMAH?
IVV and OMAH have a monthly-return correlation of 0.48, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and OMAH?
87.9% of OMAH's money is in holdings IVV also owns. 87.9% of OMAH's is in holdings IVV also owns. They hold 17 positions in common, counted across the 505 positions we hold weights for in IVV and 22 in OMAH.
Which pays a higher dividend, IVV or OMAH?
IVV yields 1.06% while OMAH yields 15.46%, so OMAH currently pays the higher dividend yield.
Is OMAH better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 59.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.