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QUSA vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QUSA vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VistaShares Target 15™ USA Quality Income ETF (QUSA) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


QUSA

1D
0.66%
1M
-0.73%
YTD
8.82%
6M
7.93%
1Y
5.16%
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QUSA vs. IPDP - Yearly Performance Comparison


QUSA vs. IPDP - Sectors Allocation Comparison


Sectors
QUSA
IPDP

Technology

37.9%
13.1%

Consumer Defensive

16.7%
3.9%

Financial Services

13.0%
18.6%

Communication Services

12.9%

-

Industrials

9.8%
45.1%

Healthcare

9.6%
13.6%

Basic Materials

-

1.5%

Consumer Cyclical

-

3.6%

Energy

-

-

Real Estate

-

-

Utilities

-

-

Technology

QUSA
37.9%
IPDP
13.1%

Consumer Defensive

QUSA
16.7%
IPDP
3.9%

Financial Services

QUSA
13.0%
IPDP
18.6%

Communication Services

QUSA
12.9%
IPDP

-

Industrials

QUSA
9.8%
IPDP
45.1%

Healthcare

QUSA
9.6%
IPDP
13.6%

Basic Materials

QUSA

-

IPDP
1.5%

Consumer Cyclical

QUSA

-

IPDP
3.6%

Energy

QUSA

-

IPDP

-

Real Estate

QUSA

-

IPDP

-

Utilities

QUSA

-

IPDP

-

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Return for Risk

QUSA vs. IPDP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QUSA
QUSA Risk / Return Rank: 1515
Overall Rank
QUSA Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
QUSA Sortino Ratio Rank: 1515
Sortino Ratio Rank
QUSA Omega Ratio Rank: 1515
Omega Ratio Rank
QUSA Calmar Ratio Rank: 1515
Calmar Ratio Rank
QUSA Martin Ratio Rank: 1515
Martin Ratio Rank

IPDP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QUSA vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VistaShares Target 15™ USA Quality Income ETF (QUSA) and Dividend Performers ETF (IPDP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


QUSAIPDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.09

Calmar ratioReturn relative to maximum drawdown

0.51

Martin ratioReturn relative to average drawdown

1.22

QUSA vs. IPDP - Sharpe Ratio Comparison


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Drawdowns

QUSA vs. IPDP - Drawdown Comparison

The maximum QUSA drawdown since its inception was -10.64%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for QUSA and IPDP.


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Drawdown Indicators


QUSAIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-10.64%

0.00%

-10.64%

Max Drawdown (1Y)

Largest decline over 1 year

-10.12%

Current Drawdown

Current decline from peak

-1.71%

0.00%

-1.71%

Average Drawdown

Average peak-to-trough decline

-3.70%

0.00%

-3.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

Volatility

QUSA vs. IPDP - Volatility Comparison


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Volatility by Period


QUSAIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.81%

Volatility (6M)

Calculated over the trailing 6-month period

8.68%

Volatility (1Y)

Calculated over the trailing 1-year period

10.72%

0.00%

+10.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.64%

0.00%

+10.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.64%

0.00%

+10.64%

QUSA vs. IPDP - Expense Ratio Comparison

QUSA has a 0.95% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

QUSA vs. IPDP - Dividend Comparison

QUSA's dividend yield for the trailing twelve months is around 12.59%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


On fees, QUSA is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QUSA is cheaper with a 0.95% expense ratio, compared with 1.52% for IPDP.

QUSA has the higher dividend yield at 12.59%, compared with 0.00% for IPDP.

They also come from different issuers: VistaShares and Innovative Portfolios. Their fees differ too: 0.95% for QUSA and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for QUSA and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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