OMAH vs SCHD
VistaShares Target 15 Berkshire Select Income ETF vs Schwab US Dividend Equity ETF
Which is better, OMAH or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 59.6%.
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 | SCHD |
|---|---|---|
| Expense Ratio | 0.98% | 0.06%Best |
| AUM | $1.1B | $112.1B |
| Dividend Yield | 15.46% | 3.00% |
| Holdings | 91 | 103 |
| YTD Return | +3.96% | +21.00%Best |
| 1Y Return | +5.14% | +25.08%Best |
| 3Y Return (annualized) | - | +15.72% |
| 5Y Return (annualized) | - | +9.37% |
| Volatility (annualized) | 7.2%Best | 14.8% |
| Max Drawdown | -11.8%Best | -13.8% |
| $10,000 over 1.6 years | $11,147 | $12,490Best |
| Top 10 Weight | 59.6% | 41.8%Best |
| Fund Family | VistaShares | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Mar 5, 2025 | Oct 20, 2011 |
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 Sep 28, 2026 (1.6 years).
OMAH vs SCHD 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.
OMAH vs SCHD Performance
VistaShares Target 15 Berkshire Select Income ETF (OMAH) is an ETF from VistaShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year OMAH returned +5.14% while SCHD returned +25.08%. Year to date, OMAH is up 3.96% versus a gain of 21.00% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 7.2% 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 -13.8% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
OMAH charges 0.98% per year while SCHD charges 0.06%. On a $10,000 position that is $98 vs $6 annually, a gap of $92 per year that compounds over a long holding period. On income, OMAH currently yields 15.46% against 3.00% for SCHD.
Holdings Overlap
9.5% of OMAH's money is in holdings SCHD also owns. 8.2% of SCHD's money is in holdings OMAH also owns.
OMAH and SCHD share little of their money.
2 positions in common, counted across the 22 positions we hold weights for in OMAH and 100 in SCHD, against full books of 91 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for OMAH (91.7% of the fund), and 20 for OMAH that do not appear in SCHD (90.9%).
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.
You are not choosing between two funds in isolation.
Whichever of OMAH and SCHD 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 SCHD?
OMAH has an expense ratio of 0.98% while SCHD charges 0.06%. SCHD is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, OMAH or SCHD?
Over the past year OMAH returned +5.14% vs +25.08% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), OMAH annualized +7.02% vs +14.91% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OMAH or SCHD?
SCHD has been the more volatile fund at 14.8% annualized versus 7.2% for OMAH. Worst drawdown: OMAH -11.8% vs SCHD -13.8%.
Should I hold both OMAH and SCHD?
OMAH and SCHD have a monthly-return correlation of 0.56, 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 OMAH and SCHD?
9.5% of OMAH's money is in holdings SCHD also owns. 8.2% of SCHD's is in holdings OMAH also owns. They hold 2 positions in common, counted across the 22 positions we hold weights for in OMAH and 100 in SCHD.
Which pays a higher dividend, OMAH or SCHD?
OMAH yields 15.46% while SCHD yields 3.00%, so OMAH currently pays the higher dividend yield.
Is SCHD better than OMAH?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 59.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.