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Data as of .

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

Over the year OMAH paid 14.4% of its price in cash against RDVI’s 8.8%, though RDVI returned more with it reinvested.

VistaShares Target 15 Berkshire Select Income ETF and FT Vest Rising Dividend Achievers Target Income ETF.

14.4%OMAH cash paid, 1 year
8.8%RDVI cash paid, 1 year
+8.8%OMAH total return, 1 year
+19.2%RDVI total return, 1 year

ETFIQ Return Stability Score: OMAH scores higher

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

OMAH 65.2RDVI 62.83.8, 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

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%4.9 pts ahead of BRK-B
RDVI8 pts behind SCHD · 1 year to Sep 18, 2026
SCHD+27.2%RDVI+19.2%8.8% of it arrived as cash8 pts behind SCHDTotal return, distributions reinvestedSCHD+27.2%RDVI+19.2%8 pts behind SCHD

What they hold in common

By the books each fund has filed, OMAH and RDVI hold 9% of their money in the same securities at the same weight.

Positions OMAH and RDVI both hold, largest shared weight first
HoldingOMAHRDVI
Bank of America Corp4.06%2.03%
Chubb Ltd4.49%2.02%
Alphabet Inc4.57%1.97%
American Express Co6.57%1.80%
Apple Inc10.59%1.66%
Only in each
Only in OMAHOnly in RDVI
Berkshire Hathaway Inc 10.22%Lam Research Corporation 2.31%
Coca-Cola Co/The 4.94%Applied Materials, Inc. 2.30%
VeriSign Inc 4.90%The Travelers Companies, Inc. 2.27%
Kroger Co/The 4.79%The Bank of New York Mellon Corporation 2.22%
Chevron Corp 4.75%GE Vernova Inc. 2.19%
DAVITA INC 4.75%Micron Technology, Inc. 2.18%
Occidental Petroleum Corp 4.64%KLA Corporation 2.16%
Alphabet Inc 4.54%NVIDIA Corporation 2.16%

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

OMAH and RDVI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
OMAHRDVIOMAHRDVIOMAHRDVI
3 months+1.7%+0.3%3.7%2.1%−2.4 pts−6.3 pts
6 months+8.8%+15.1%7.7%4.6%+2.8 pts+2.5 pts
1 year+8.8%+19.2%14.4%8.8%+4.9 pts−8.0 pts
3 yearsnot published+69.2%not published29.6%not published+15.5 pts
Since launch+14.6%+101.2%21.4%41.0%+12.4 pts+32.0 pts
Open the live comparison on ETFIQ
OMAH and RDVI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
OMAH
VistaShares Target 15 Berkshire Select Income ETF
Covered call on BRK-B, paying monthly
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
Dividend stocks with call overlay on SCHD, paying monthly
IssuerVistaSharesFirst Trust
Strategycovered calldividend stocks with call overlay
BenchmarkBerkshire Hathaway B (BRK-B), used as the proxyUS dividend stocks (SCHD), used as the dividend proxy
Paysmonthlymonthly
Payout rate, annualized15.1%8.8%
Expense ratio0.98%0.75%
Cash paid, 1 year14.4%8.8%
Price change, 1 year−6.3%+9.6%
Total return, 1 year+8.8%+19.2%
Benchmark return, 1 year+3.9%+27.2%
Ahead or behind+4.9 pts−8.0 pts
Return of capital, latest estimatenot publishednot published
Age562 days1429 days
Net assets$1.1bn$3.7bn

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.

RDVI in plain words

Over the year to Sep 18, 2026, RDVI paid 8.8% of its starting value in cash distributions while its price rose 9.6%. With every distribution reinvested, the fund returned +19.2%. US dividend stocks (SCHD), used as the dividend proxy returned +27.2% over the same days, so a holder was behind by 8.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.8%, paid monthly.

Questions people ask

Which paid more, OMAH or RDVI?
Over the year to Sep 18, 2026, OMAH paid 14.4% of its starting price in cash and RDVI paid 8.8%, 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, OMAH or RDVI?
With every distribution reinvested, OMAH returned +8.8% and RDVI returned +19.2% over the year to Sep 18, 2026, so RDVI returned more.
Which is cheaper, OMAH or RDVI?
OMAH charges 0.98% a year and RDVI charges 0.75%, so RDVI 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.

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

How every figure is computed · Standards and sources