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Data as of .

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

OMAH and SCEP both write options for income.

VistaShares Target 15 Berkshire Select Income ETF and STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF.

14.4%OMAH cash paid, 1 year
5.0%SCEP cash paid, 1 year
+8.8%OMAH total return, 1 year
+3.5%SCEP 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%14.4% as cash4.9 pts ahead of BRK-B
SCEP8.2 pts behind SPY · since launch to Sep 18, 2026
SPY+11.7%SCEP+3.5%5.0% as cash8.2 pts behind SPYTotal return, distributions reinvestedSPY+11.7%SCEP+3.5%8.2 pts behind SPY

What they hold in common

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

Positions OMAH and SCEP both hold, largest shared weight first
HoldingOMAHSCEP
Apple Inc10.59%5.71%
Alphabet Inc4.57%5.98%
Chubb Ltd4.49%1.56%
Only in each
Only in OMAHOnly in SCEP
Berkshire Hathaway Inc 10.22%NVIDIA CORP 5.70%
American Express Co 6.57%BROADCOM INC 5.61%
Coca-Cola Co/The 4.94%AMAZON.COM INC 4.68%
VeriSign Inc 4.90%JP MORGAN CHASE & COMPANY 3.55%
Kroger Co/The 4.79%MICROSOFT CORP 3.49%
Chevron Corp 4.75%LAM RESEARCH CORP 2.64%
DAVITA INC 4.75%PARKER-HANNIFIN CORP 2.63%
Occidental Petroleum Corp 4.64%COSTCO WHOLESALE CORP 2.40%

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 SCEP over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
OMAHSCEPOMAHSCEPOMAHSCEP
3 months+1.7%−0.1%3.7%1.7%−2.4 pts−2.4 pts
6 months+8.8%+8.3%7.7%3.7%+2.8 pts−9.7 pts
1 year+8.8%not published14.4%not published+4.9 ptsnot published
Since launch+14.6%+3.5%21.4%5.0%+12.4 pts−8.2 pts
Open the live comparison on ETFIQ
OMAH and SCEP 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
SCEP
STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF
Covered call on SPY, paying monthly
IssuerVistaSharesSterling Capital
Strategycovered callcovered call
BenchmarkBerkshire Hathaway B (BRK-B), used as the proxyS&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized15.1%7.1%
Expense ratio0.98%0.65%
Cash paid, 1 year14.4%5.0% (since launch on Dec 11, 2025)
Price change, 1 year−6.3%−1.6%
Total return, 1 year+8.8%+3.5% (since launch on Dec 11, 2025)
Benchmark return, 1 year+3.9%+11.7%
Ahead or behind+4.9 pts−8.2 pts
Return of capital, latest estimatenot publishednot published
Age562 days281 days
Net assets$1.1bn$235m

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.

SCEP in plain words

Over the period since launch on Dec 11, 2025 to Sep 18, 2026, SCEP paid 5.0% of its starting value in cash distributions while its price fell 1.6%. With every distribution reinvested, the fund returned +3.5%. S&P 500 (SPY) returned +11.7% over the same days, so a holder was behind by 8.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.1%, paid monthly.

Questions people ask

Which is cheaper, OMAH or SCEP?
OMAH charges 0.98% a year and SCEP charges 0.65%, so SCEP 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 SCEP, 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 SCEP, data as of Sep 18, 2026. https://etfiq.com/compare/income/omah-vs-scep Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources