Compare · 2 funds side by side · dividends reinvested

IYG and OMAH

IYGiShares×OMAHVistaShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,152IYG · best of the two

02 / 04

IYG and OMAH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VistaShares Target 15 Berkshire Select Income ETFIncome · Dividend stocks0.95%15.05%+11.7%+13.7%[…][…]−5.8%8.7%$1.1B1.2

iShares U.S. Financial Services ETFSectors · Financials0.37%1.04%+7.9%+13.6%+27.7%+10.1%−15.9%15.9%$2.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IYG 2000 · OMAH 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financial Services ETF · $2.3B$16,152

IYG

OMAH

VistaShares Target 15 Berkshire Select Income ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested · they hold 17.8% in common

IYGMeasureOMAH

+7.9%Year to dateJan 1 → Nov 4+11.7%

+13.6%1 yearTotal return+13.7%

+27.7%3 years · per year$10,000 became $20,827 · […][…]

+10.1%5 years · per year$10,000 became $16,152 · […][…]

0.37%Expense ratio$37 · $95 a year on $10k · lower is better0.95%

1.04%Trailing 12-mo yield$104 · $1,505 a year on $10k15.05%

−15.9%Worst dropSmaller is better−5.8%

15.9%VolatilityLower is calmer8.7%

IYGOMAH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5OMAH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYG vs OMAH: Top 5 Holdings

Today

IYG

48.6%in top 5

OMAH

in top 538.1%

IYGStockOMAH

14.4%BRK-B10.9%

12.5%JPMnot top 5

not top 5AAPL10.2%

9.9%Vnot top 5

7.3%MAnot top 5

not top 5AXP6.7%

not top 5KR5.2%

not top 5KO5.2%

4.5%BACnot top 5

Held in common17.8%

End-of-day Nov 4, 2026 · share of each fund

IYG vs OMAH Returns, Every Period

iSharesIYG

+13.6%

past year

OMAHVistaShares

+13.7%

past year

IYGOMAHFaded: behind in that period

0–2OMAH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: IYG vs OMAH

YTD

iSharesIYG

+7.9%

OMAHVistaShares

+11.7%

+7.9%Year to date+11.7%

−15.9%Worst drop · 1Y−5.8%

15.9%Volatility · 1Y8.7%

1.0%Yield15.1%

$2.3BAssets$1.1B

4–0OMAH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYG, OMAH

Today

0.37%lowest, IYG

FundExpense ratioFee$10k

IYG0.37%$37

OMAH0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IYG, OMAH

15.05%highest, OMAH

FundTrailing yieldYield$10k

OMAH15.05%$1,505

IYG1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,410most kept, OMAH

OMAH$1,505 − $95 = $1,410

IYG$104 − $37 = $67

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IYG, OMAH

Today

17.8%most shared, IYG and OMAH

IYGOMAH

IYG—17.8%

OMAH17.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%OMAH, at 8.7% volatility

OMAHWorst drop−5.8%8.7% vol

IYGWorst drop−15.9%15.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OMAHIYG

+11.7%Year to date+7.9%

15.1%Yield1.0%

+13.7%Past year+13.6%

0.95%Fee0.37%

3–1OMAH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026