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OMAH - ETF AI Analysis
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VistaShares Target 15 Berkshire Select Income ETF (OMAH)
Rating:71Outperform
Price Target:―
Positive Factors
Berkshire-Focused Strategy
The fund is built around many of Berkshire Hathaway’s well-known holdings, giving investors access to a curated group of established companies.
Sector Diversification Across Key Industries
Holdings spread across financials, consumer defensive, technology, energy, and other sectors help reduce the impact of weakness in any single industry.
Several Strongly Performing Core Holdings
Some major positions in areas like energy, consumer staples, and technology have shown strong gains this year, helping offset weaker names in the portfolio.
Negative Factors
Recent Weak Overall Performance
The ETF has delivered negative returns over the past month, three months, and year-to-date, signaling recent performance headwinds.
High Concentration in a Few Stocks and Financials
A small group of top holdings and a heavy tilt toward financial companies mean the fund is more exposed if these areas struggle.
High Expense Ratio
The fund charges a relatively high management fee, which can eat into long-term returns compared with lower-cost ETFs.
OMAH vs. SPDR S&P 500 ETF (SPY)
AUM668.89M
RegionNorth America
Expense Ratio0.95%
Beta0.66
IssuerVistaShares
Inception DateMar 05, 2025
Dividend Yield14.42%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume641,375
30 Day Avg. Volume643,439
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
20.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OMAH Summary
VistaShares Target 15 Berkshire Select Income ETF (OMAH) is an actively managed fund that follows the Solactive VistaShares Berkshire Select Index theme, focusing on a small group of large U.S. companies. It mainly holds well-known names like Berkshire Hathaway, Apple, American Express, Coca-Cola, and Chevron, and uses an options strategy to try to generate high income, targeting around 15% per year. Someone might consider this ETF for income plus exposure to strong, established companies. A key risk is that it is concentrated in a limited number of stocks and sectors, so its price can move up and down more than a broadly diversified fund.
How much will it cost me?The VistaShares Target 15 Berkshire Select Income ETF (OMAH) has an expense ratio of 0.95%, meaning you’ll pay $9.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and trading compared to passively managed ETFs.
What would affect this ETF?The OMAH ETF, with its focus on U.S. large-cap stocks and a covered call strategy, could benefit from strong performance in sectors like technology and financials, as well as stable consumer demand for defensive stocks like Coca-Cola. However, it may face challenges from rising interest rates, which could pressure financial stocks, and economic slowdowns that might impact consumer spending and energy demand. Regulatory changes or tax policies affecting large-cap companies could also influence the ETF's performance.
OMAH Top 10 Holdings
OMAH leans heavily into Berkshire-style financials, with Berkshire Hathaway itself, American Express, and Bank of America setting the tone—though lately they’ve been more of a headwind than a help, with these core holdings losing steam. Tech exposure is narrower but punchy: Apple has been lagging, while Alphabet has been a bright spot, helping to offset some of the drag. On the defensive side, steady names like Coca-Cola and rising energy plays like Chevron quietly support the portfolio. Overall, it’s a U.S.-centric, finance-heavy fund with a few big names driving the narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 10.86% | $72.64M | $1.08T | 3.74% | 66 Neutral | |
| Apple | 9.68% | $64.73M | $3.76T | 4.57% | 79 Outperform | |
| American Express | 9.38% | $62.77M | $231.73B | 8.51% | 80 Outperform | |
| DaVita | 5.45% | $36.47M | $9.95B | -5.38% | 59 Neutral | |
| Chevron | 5.40% | $36.15M | $369.96B | 18.28% | 71 Outperform | |
| Coca-Cola | 5.38% | $35.99M | $338.45B | 14.24% | 75 Outperform | |
| Occidental Petroleum | 5.05% | $33.75M | $45.39B | -4.14% | 67 Neutral | |
| Chubb | 4.99% | $33.35M | $127.88B | 22.84% | 80 Outperform | |
| Kroger Company | 4.70% | $31.41M | $45.09B | 9.40% | 56 Neutral | |
| Bank of America | 4.50% | $30.10M | $379.01B | 11.90% | 72 Outperform |
OMAH Technical Analysis
Negative
―
Price Trends
18.49
Negative
18.38
Negative
18.05
Positive
Market Momentum
0.02
Positive
42.77
Neutral
33.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OMAH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 18.43, equal to the 50-day MA of 18.49, and equal to the 200-day MA of 18.05, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 42.77 is Neutral, neither overbought nor oversold. The STOCH value of 33.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OMAH.
OMAH Peer Comparison
Comparison Results
Performance Comparison
OMAH
VistaShares Target 15 Berkshire Select Income ETF
18.32
1.13
6.57%
NBCR
Neuberger Berman Core Equity ETF
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―
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MODL
VictoryShares WestEnd U.S. Sector ETF
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BALI
BlackRock Advantage Large Cap Income ETF
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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