VistaShares Target 15 Berkshire Select Income ETF (OMAH) offers retirees monthly income by holding Buffett-style blue-chip stocks and writing covered calls to aim for a 15.3% distribution yield. Unlike Berkshire Hathaway, which pays no dividend and has a large cash reserve dragging performance, OMAH delivers monthly payouts combining dividends and option premiums. While OMAH’s total return lags behind simpler dividend ETFs like SCHD due to capped upside and higher expenses, it suits retirees wanting steady income from Buffett-like businesses. The fund works best as part of a balanced income portfolio alongside other dividend and covered call ETFs, rather than for investors focused on capital growth or avoiding return-of-capital distributions.
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 20% year-to-date, outperforming the S&P 500's 10% rise. SCHD focuses on large-cap companies with strong dividend histories and value metrics, avoiding mega-cap tech stocks that led recent market r...
