OMAH vs SCHD
VistaShares Target 15 Berkshire Select Income ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | OMAH | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.06% | |
| AUM | $967M | $103.7B | |
| Dividend Yield | 15.79% | 3.31% | |
| Holdings | 94 | 104 | |
| YTD Return | +7.91% | +26.21% | |
| 1Y Return | +10.96% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 6.6% | 13.6% | |
| Max Drawdown | -11.8% | -33.4% | |
| Fund Family | VistaShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2025 | Oct 20, 2011 |
OMAH vs SCHD Performance
VistaShares Target 15 Berkshire Select Income ETF (OMAH) is a ETF from VistaShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year OMAH returned +10.96% while SCHD returned +29.99%. Year to date, OMAH is up 7.91% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 6.6% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OMAH charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, OMAH currently yields 15.79% against 3.31% for SCHD.
Holdings Overlap
OMAH and SCHD share 3 holdings out of 119 unique holdings combined, representing a 10.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OMAH or SCHD?
OMAH has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, OMAH or SCHD?
Over the past year OMAH returned +10.96% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), OMAH annualized +10.48% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, OMAH or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 6.6% for OMAH. Worst drawdown: OMAH -11.8% vs SCHD -33.4%.
Should I hold both OMAH and SCHD?
OMAH and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OMAH and SCHD?
OMAH and SCHD share 3 common holdings with a 10.7% weight overlap. Combined, they hold 119 unique securities.
Which pays a higher dividend, OMAH or SCHD?
OMAH yields 15.79% while SCHD yields 3.31%, so OMAH currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.