Warren Buffett’s Berkshire Hathaway has been a standout performer in a year that has been challenging for many big-name stocks. With a 17% return year-to-date, Berkshire shares are outperforming the S&P 500 index, which is down 6%. This strong performance has placed Berkshire among the top 10% of the U.S. market’s large-cap leaders, attracting attention ahead of the annual Berkshire Hathaway shareholder meeting in Omaha, Nebraska.
The recently launched VistaShares Target 15 Berkshire Select Income ETF (OMAH) is capitalizing on Berkshire’s success by holding the top 20 most heavily weighted stocks in Berkshire Hathaway, as well as shares of Berkshire Hathaway itself. Berkshire is the largest holding in the ETF, accounting for 10.6% of the fund. Other top holdings in the ETF include Apple, American Express, Kroger, VeriSign, Bank of America, Citigroup, Visa, and Coca-Cola.
Adam Patti, CEO of VistaShares, highlighted the well-balanced portfolio chosen by Warren Buffett, calling him the most successful investor the world has ever seen. Berkshire’s outperformance of the S&P 500 extends beyond 2025, with its stock tripling the market’s performance over the past year and delivering a 185% return over the past five years, more than double the performance of the S&P 500.
In addition to its impressive track record, Berkshire Hathaway is drawing attention for the record amount of cash Buffett is holding as he trims stakes in big stocks like Apple. Despite short-term market volatility, Berkshire Hathaway has proven to be a stable and successful investment, outperforming the S&P 500. While Berkshire Hathaway does not pay a dividend, Buffett remains committed to reinvesting cash to create value for shareholders.
The lack of a dividend payment has been a concern for some Berkshire shareholders who desire income from the market. To address this, VistaShares designed the Target 15 Berkshire Select Income ETF to produce income of 15% annually through a strategy of selling call options and distributing monthly payments to shareholders. This income strategy has gained popularity in the ETF space as investors seek opportunities for income amid market volatility.
Overall, Berkshire Hathaway’s strong performance, coupled with the innovative income strategy of the VistaShares ETF, offers investors a unique opportunity to invest like Buffett while generating income from their investments.
