24/7 Wall Street
22 May 2026, 19:32 UTC · 3d ago
Source · https://247wallst.com/investing/2026/05/22/omah-delivers-15-returns-while-berkshire-stock-drops-5-the-buffett-etf-retirees-overlook/
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The VistaShares Target 15 Berkshire Select Income ETF (OMAH) uses a covered-call strategy to generate a 15% annualized yield for investors. — Introduces a new income-generating vehicle for Berkshire-style exposure, though its niche target audience (retirees) limits broad market movement.
+0.20OMAH's covered-call overlay caps capital upside, meaning investors sacrifice significant long-term gains during major rallies compared to holding BRK-B directly. — Highlights the structural risk of the fund's strategy which limits total return potential during bull markets.
-0.10OMAH's portfolio consists of approximately 21 positions modeled after Berkshire Hathaway's 13F filings, including major stakes in Apple and Bank of America. — This is a descriptive point regarding portfolio composition that mirrors an existing, well-known portfolio.
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The fund is praised for meeting its yield targets and delivering solid price appreciation over the last twelve months.
Presented as a superior diversified alternative with a lower expense ratio than OMAH.
The article notes that the stock declined 5% over the trailing twelve months and is down year-to-date.
[a_to_b] OMAH is an ETF that models its holdings after Berkshire Hathaway's portfolio.
[a_to_b] OMAH holds Bank of America as one of its core positions.
[a_to_b] OMAH holds Apple as one of its core positions.
[a_to_b] Berkshire Hathaway holds a significant equity stake in Bank of America.
[a_to_b] Berkshire Hathaway holds a significant equity stake in Apple.
[mutual] Both are covered-call ETFs providing income distribution to investors.
