OMAH vs VYM
VistaShares Target 15 Berkshire Select Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | OMAH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.04% | |
| AUM | $1.1B | $81.6B | |
| Dividend Yield | 15.00% | 2.24% | |
| Holdings | 91 | 613 | |
| YTD Return | +7.73% | +14.87% | |
| 1Y Return | +9.52% | +21.39% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | 6.6% | 14.5% | |
| Max Drawdown | -11.8% | -58.8% | |
| Fund Family | VistaShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2025 | Nov 10, 2006 |
OMAH vs VYM Performance
VistaShares Target 15 Berkshire Select Income ETF (OMAH) is a ETF from VistaShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OMAH returned +9.52% while VYM returned +21.39%. Year to date, OMAH is up 7.73% versus a gain of 14.87% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% 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 -58.8% for VYM. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OMAH charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, OMAH currently yields 15.00% against 2.24% for VYM.
Holdings Overlap
OMAH and VYM share 10 holdings out of 615 unique holdings combined, representing a 5.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OMAH or VYM?
OMAH has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, OMAH or VYM?
Over the past year OMAH returned +9.52% vs +21.39% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), OMAH annualized +9.96% vs +7.00% for VYM. Past performance does not guarantee future results.
Which is riskier, OMAH or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 6.6% for OMAH. Worst drawdown: OMAH -11.8% vs VYM -58.8%.
Should I hold both OMAH and VYM?
OMAH and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OMAH and VYM?
OMAH and VYM share 10 common holdings with a 5.7% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, OMAH or VYM?
OMAH yields 15.00% while VYM yields 2.24%, so OMAH currently pays the higher dividend yield.
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