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Data as of .

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

OMAH and ROCQ both write options for income.

VistaShares Target 15 Berkshire Select Income ETF and JPMorgan Nasdaq Equity Premium Yield ETF.

14.4%OMAH cash paid, 1 year
5.8%ROCQ cash paid, 1 year
+8.8%OMAH total return, 1 year
+18.0%ROCQ total return, 1 year
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
ROCQ4 pts behind QQQ · since launch to Sep 18, 2026
QQQ+21.9%ROCQ+18.0%5.8% as cash4 pts behind QQQTotal return, distributions reinvestedQQQ+21.9%ROCQ+18.0%4 pts behind QQQ

What they hold in common

By the books each fund has filed, OMAH and ROCQ hold 12% of their money in the same securities at the same weight.

Positions OMAH and ROCQ both hold, largest shared weight first
HoldingOMAHROCQ
Apple Inc10.59%7.12%
Alphabet Inc4.57%6.30%
Coca-Cola Co/The4.94%0.75%
Only in each
Only in OMAHOnly in ROCQ
Berkshire Hathaway Inc 10.22%NVIDIA Corp. 8.37%
American Express Co 6.57%Micron Technology, Inc. 6.70%
VeriSign Inc 4.90%Microsoft Corp. 5.03%
Kroger Co/The 4.79%Advanced Micro Devices, Inc. 4.74%
Chevron Corp 4.75%Amazon.com, Inc. 4.52%
DAVITA INC 4.75%Lam Research Corp. 4.21%
Occidental Petroleum Corp 4.64%Intel Corp. 3.58%
Alphabet Inc 4.54%Walmart, Inc. 3.50%

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 Jun 30, 2026 and Sep 21, 2026.

Performance, window by window

OMAH and ROCQ over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
OMAHROCQOMAHROCQOMAHROCQ
3 months+1.7%0.0%3.7%3.0%−2.4 pts+2.5 pts
6 months+8.8%+20.0%7.7%5.9%+2.8 pts−4.2 pts
1 year+8.8%not published14.4%not published+4.9 ptsnot published
Since launch+14.6%+18.0%21.4%5.8%+12.4 pts−4.0 pts
Open the live comparison on ETFIQ
OMAH and ROCQ 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
ROCQ
JPMorgan Nasdaq Equity Premium Yield ETF
Covered call on QQQ, paying monthly
IssuerVistaSharesJPMorgan
Strategycovered callcovered call
BenchmarkBerkshire Hathaway B (BRK-B), used as the proxyNasdaq-100 (QQQ)
Paysmonthlymonthly
Payout rate, annualized15.1%10.6%
Expense ratio0.98%not published
Cash paid, 1 year14.4%5.8% (since launch on Mar 19, 2026)
Price change, 1 year−6.3%+12.0%
Total return, 1 year+8.8%+18.0% (since launch on Mar 19, 2026)
Benchmark return, 1 year+3.9%+21.9%
Ahead or behind+4.9 pts−4.0 pts
Return of capital, latest estimatenot publishednot published
Age562 days183 days
Net assets$1.1bn$629m

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.

ROCQ in plain words

Over the period since launch on Mar 19, 2026 to Sep 18, 2026, ROCQ paid 5.8% of its starting value in cash distributions while its price rose 12.0%. With every distribution reinvested, the fund returned +18.0%. Nasdaq-100 (QQQ) returned +21.9% over the same days, so a holder was behind by 4.0 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 10.6%, paid monthly.

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

How every figure is computed · Standards and sources