OMAH vs QQQ
VistaShares Target 15 Berkshire Select Income ETF vs Invesco QQQ Trust, Series 1
Which is better, OMAH or QQQ?
Large Cap Value against Large Cap Growth.
QQQ has a lower expense ratio. OMAH led over 1Y, QQQ over the full window.
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 | OMAH | QQQ |
|---|---|---|
| Expense Ratio | 0.98% | 0.18%Best |
| AUM | $1.1B | $437.3B |
| Dividend Yield | 15.42% | 0.43% |
| Holdings | 152 | 208 |
| YTD Return | +11.45% | +12.98%Best |
| 1Y Return | +11.77%Best | +11.59% |
| 3Y Return (annualized) | - | +23.05% |
| 5Y Return (annualized) | - | +12.74% |
| Volatility (annualized) | 7.5%Best | 19.5% |
| Max Drawdown | -11.8%Best | -17.0% |
| $10,000 over 1.7 years | $11,939 | $13,905Best |
| Fund Family | VistaShares | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Mar 5, 2025 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Mar 5, 2025 to Nov 11, 2026 (1.7 years).
OMAH vs QQQ 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 1.7 years both funds cover.
OMAH vs QQQ Performance
VistaShares Target 15 Berkshire Select Income ETF (OMAH) is an ETF from VistaShares and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year OMAH returned +11.77% while QQQ returned +11.59%. Year to date, OMAH is up 11.45% versus a gain of 12.98% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.5% compared with 7.5% 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 -11.8% for OMAH and -17.0% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.00. They move largely independently of each other.
Fees and Cost Over Time
OMAH charges 0.98% per year while QQQ charges 0.18%. On a $10,000 position that is $98 vs $18 annually, a gap of $80 per year that compounds over a long holding period. On income, OMAH currently yields 15.42% against 0.43% for QQQ.
You are not choosing between two funds in isolation.
Whichever of OMAH and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OMAH or QQQ?
OMAH has an expense ratio of 0.98% while QQQ charges 0.18%. QQQ is the cheaper option, by $80 a year on a $10,000 investment.
Which performed better, OMAH or QQQ?
Over the past year OMAH returned +11.77% vs +11.59% for QQQ, so OMAH leads on 1-year performance. Over the longest common window we track (2 years), OMAH annualized +10.99% vs +21.40% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OMAH or QQQ?
QQQ has been the more volatile fund at 19.5% annualized versus 7.5% for OMAH. Worst drawdown: OMAH -11.8% vs QQQ -17.0%.
Should I hold both OMAH and QQQ?
OMAH and QQQ have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OMAH or QQQ?
OMAH yields 15.42% while QQQ yields 0.43%, so OMAH currently pays the higher dividend yield.
Is QQQ better than OMAH?
QQQ has a lower expense ratio. OMAH led over 1Y, QQQ over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.