OMAH

ETFActive

Vistashares Target 15 Berkshire Select Income ETF

Category: US Equity (9,528 funds)

Expense Ratio
Annual Cost per $10K
30-Year Fee Drag per $10K
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
93%
Intl Equity
7%

Fee Comparison

No expense ratio data available

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+5.27%6 months
Compare to

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
OMAHVistashares Target 15 Berkshire Select Income ETF
FBCCXFidelity Blue Chip Growth Fund0.97%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
JLGMXJPMorgan Large Cap Growth Fund0.94%
MFEKXMFS Growth Fund0.49%
FGCKXFidelity Growth Company Fund0.45%
OIEFXJPMorgan Equity Income Fund0.95%
IWDiShares Russell 1000 Value ETF0.18%
VPMAXVANGUARD PRIMECAP FUND0.31%
FSMDXFidelity Mid Cap Index Fund0.03%
JMUEXJPMorgan U.S. Equity Fund0.94%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
CDIRXColumbia Dividend Income Fund1.15%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
XLIThe Industrial Select Sector SPDR Fund0.08%
USMViShares MSCI USA Min Vol Factor ETF0.15%
QQQMInvesco NASDAQ 100 ETF0.15%
BBGLXBridge Builder Large Cap Growth Fund0.19%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
GETGXVictory Sycamore Established Value Fund0.89%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
HNACXHarbor Capital Appreciation Fund0.59%
FMAEXFidelity Magellan Fund0.62%
SCHMSchwab U.S. Mid-Cap ETF0.04%
PBCJXBlue Chip Fund0.92%
FLCNXFidelity Contrafund K60.45%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
FGKFXFidelity Growth Company K6 Fund0.45%
FRISXFranklin Rising Dividends Fund0.52%
DGROiShares Core Dividend Growth ETF0.08%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
JGACXJPMorgan Growth Advantage Fund0.99%
DFACDimensional U.S. Core Equity 2 ETF0.17%
JVMAXDisciplined Value Mid Cap Fund0.74%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
FDTRXFranklin Dynatech Fund0.45%
LSITXClearBridge Large Cap Growth Fund0.64%
COWZPacer US Cash Cows 100 ETF0.49%
JHQAXJPMorgan Hedged Equity Fund0.82%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
FCGSXFidelity Series Growth Company Fund0.00%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
CCIFXColumbia Seligman Technology and Information Fund0.91%
NBGAXNeuberger Berman Genesis Fund0.02%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
FTCSFirst Trust Capital Strength ETF0.52%
SCHASchwab U.S. Small-Cap ETF0.04%
VAFAXInvesco American Franchise Fund0.93%
PGORXPutnam Large Cap Growth Fund0.93%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
FLCOXFidelity Large Cap Value Index Fund0.03%
FSCSXSelect Software and IT Services Portfolio0.62%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
IWSiShares Russell Mid-Cap Value ETF0.23%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
PFFiShares Preferred and Income Securities ETF0.45%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
MPGFXMairs & Power Growth Fund0.62%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
LMESXClearBridge Appreciation Fund0.56%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
LMOIXClearBridge Small Cap Growth Fund0.78%
FIOOXFidelity Series Large Cap Value Index Fund0.00%
ESPAXAllspring Special Small Cap Value Fund1.17%
DFUVDimensional U.S. Marketwide Value ETF0.21%
ILGRXMacquarie Large Cap Growth Fund0.89%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FSWCXFidelity SAI U.S. Value Index Fund0.11%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JGAQXJPMorgan Value Advantage Fund0.99%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
FOPPXFranklin Growth Opportunities Fund0.58%
JGAVXJPMorgan U.S. Value Fund0.94%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
FUFRXFranklin Utilities Fund0.50%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
SWSSXSchwab Small-Cap Index Fund0.04%
VLUEiShares MSCI USA Value Factor ETF0.15%
BPTUXBaron Partners Fund1.99%
BARUXBARON ASSET FUND1.04%
ACILXHeritage Fund0.65%
BSCUXBARON SMALL CAP FUND1.05%
JENIXThe Jensen Quality Growth Fund Inc1.26%
STFGXState Farm Growth Fund0.12%
TILGXNuveen Large Cap Growth Fund0.41%
DLCZXDestinations Large Cap Equity Fund0.81%
LGLOXLord Abbett Growth Leaders Fund0.59%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
JHDRXJPMorgan Hedged Equity 2 Fund0.34%

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