Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

DJIA vs OMAH: which paid, and which earned it?

Over the year OMAH paid 14.4% of its price in cash against DJIA’s 10.5%, though DJIA returned more with it reinvested.

Global X Dow 30 Covered Call ETF and VistaShares Target 15 Berkshire Select Income ETF.

10.5%DJIA cash paid, 1 year
14.4%OMAH cash paid, 1 year
+13.7%DJIA total return, 1 year
+8.8%OMAH total return, 1 year

ETFIQ Return Stability Score: DJIA scores higher

Was the payout funded by returns, or by your own capital?

DJIA 69.7OMAH 65.23.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

DJIAAbout even with DIA · 1 year to Sep 18, 2026
DIA+13.5%DJIA+13.7%10.5% of it arrived as cashabout even with DIATotal return, distributions reinvestedDIA+13.5%DJIA+13.7%10.5% as cashabout even with DIA
OMAH4.9 pts ahead of BRK-B · 1 year to Sep 18, 2026
BRK-B+3.9%OMAH+8.8%14.4% of it arrived as cash4.9 pts ahead of BRK-BTotal return, distributions reinvestedBRK-B+3.9%OMAH+8.8%14.4% cash4.9 pts ahead of BRK-B

What they hold in common

By the books each fund has filed, DJIA and OMAH hold 15% of their money in the same securities at the same weight.

Positions DJIA and OMAH both hold, largest shared weight first
HoldingDJIAOMAH
ALPHABET INC-CL A4.06%4.57%
APPLE INC3.91%10.59%
AMERICAN EXPRESS CO3.62%6.57%
CHEVRON CORP2.44%4.75%
COCA-COLA CO/THE1.03%4.94%
Only in each
Only in DJIAOnly in OMAH
GOLDMAN SACHS GROUP INC 10.95%Berkshire Hathaway Inc 10.22%
CATERPILLAR INC 9.40%VeriSign Inc 4.90%
MICROSOFT CORP 5.74%Kroger Co/The 4.79%
AMGEN INC 4.48%DAVITA INC 4.75%
UNITEDHEALTH GROUP INC 4.38%Occidental Petroleum Corp 4.64%
TRAVELERS COS INC/THE 4.36%Alphabet Inc 4.54%
VISA INC-CLASS A SHARES 4.28%Chubb Ltd 4.49%
JPMORGAN CHASE & CO 4.07%Kraft Heinz Co/The 4.46%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026 and Sep 21, 2026.

Performance, window by window

DJIA and OMAH over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
DJIAOMAHDJIAOMAHDJIAOMAH
3 months+3.8%+1.7%1.7%3.7%+3.4 pts−2.4 pts
6 months+11.3%+8.8%4.1%7.7%−2.7 pts+2.8 pts
1 year+13.7%+8.8%10.5%14.4%+0.2 pts+4.9 pts
3 years+36.8%not published29.3%not published−20.1 ptsnot published
Since launch+42.6%+14.6%39.6%21.4%−25.6 pts+12.4 pts
Open the live comparison on ETFIQ
DJIA and OMAH on the same fields, as of Sep 18, 2026. Source: ETFIQ.
DJIA
Global X Dow 30 Covered Call ETF
Covered call on DIA, paying monthly
OMAH
VistaShares Target 15 Berkshire Select Income ETF
Covered call on BRK-B, paying monthly
IssuerGlobal XVistaShares
Strategycovered callcovered call
BenchmarkDow Jones Industrial Average (DIA)Berkshire Hathaway B (BRK-B), used as the proxy
Paysmonthlymonthly
Payout rate, annualized6.3%15.1%
Expense ratio0.60%0.98%
Cash paid, 1 year10.5%14.4%
Price change, 1 year+2.4%−6.3%
Total return, 1 year+13.7%+8.8%
Benchmark return, 1 year+13.5%+3.9%
Ahead or behind+0.2 pts+4.9 pts
Return of capital, latest estimate84%not published
Age1667 days562 days
Net assets$189m$1.1bn

DJIA in plain words

Over the year to Sep 18, 2026, DJIA paid 10.5% of its starting value in cash distributions while its price rose 2.4%. With every distribution reinvested, the fund returned +13.7%. Dow Jones Industrial Average (DIA) returned +13.5% over the same days, so a holder was about even. At its price on Sep 18, 2026 the latest distribution annualizes to 6.3%, paid monthly. Global X estimates that 84% of the distribution paid Aug 27, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

OMAH in plain words

Over the year to Sep 18, 2026, OMAH paid 14.4% of its starting value in cash distributions while its price fell 6.3%. With every distribution reinvested, the fund returned +8.8%. Berkshire Hathaway B (BRK-B), used as the proxy returned +3.9% over the same days, so a holder was ahead by 4.9 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 15.1%, paid monthly.

Questions people ask

Which paid more, DJIA or OMAH?
Over the year to Sep 18, 2026, DJIA paid 10.5% of its starting price in cash and OMAH paid 14.4%, so OMAH paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, DJIA or OMAH?
With every distribution reinvested, DJIA returned +13.7% and OMAH returned +8.8% over the year to Sep 18, 2026, so DJIA returned more.
Which is cheaper, DJIA or OMAH?
DJIA charges 0.60% a year and OMAH charges 0.98%, so DJIA is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DJIA against OMAH, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DJIA against OMAH, data as of Sep 18, 2026. https://etfiq.com/compare/income/djia-vs-omah Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources