QUSA vs. LQTI
QUSA (VistaShares Target 15™ USA Quality Income ETF) and LQTI (FT Vest Investment Grade & Target Income ETF) are both Derivative Income funds. Both are actively managed. Over the past year, QUSA returned 4.04% vs 5.55% for LQTI. At a 0.32 correlation, their price movements are largely independent. QUSA charges 0.95%/yr vs 0.65%/yr for LQTI.
Performance
QUSA vs. LQTI - Performance Comparison
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Returns By Period
In the year-to-date period, QUSA achieves a 10.15% return, which is significantly higher than LQTI's 0.63% return.
QUSA
- 1D
- 0.29%
- 1M
- 3.95%
- YTD
- 10.15%
- 6M
- 10.63%
- 1Y
- 4.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LQTI
- 1D
- 0.47%
- 1M
- 0.49%
- YTD
- 0.63%
- 6M
- 0.68%
- 1Y
- 5.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QUSA vs. LQTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QUSA VistaShares Target 15™ USA Quality Income ETF | 10.15% | -3.15% |
LQTI FT Vest Investment Grade & Target Income ETF | 0.63% | 6.22% |
Correlation
The correlation between QUSA and LQTI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since May 7, 2025 | 0.32 |
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Return for Risk
QUSA vs. LQTI — Risk / Return Rank
QUSA
LQTI
QUSA vs. LQTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VistaShares Target 15™ USA Quality Income ETF (QUSA) and FT Vest Investment Grade & Target Income ETF (LQTI). 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.
| QUSA | LQTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.64 | -1.24 |
| Martin ratioReturn relative to average drawdown | 0.95 | 5.02 | -4.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QUSA | LQTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 1.10 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.94 | -0.34 |
Drawdowns
QUSA vs. LQTI - Drawdown Comparison
The maximum QUSA drawdown since its inception was -10.64%, which is greater than LQTI's maximum drawdown of -3.41%. Use the drawdown chart below to compare losses from any high point for QUSA and LQTI.
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Drawdown Indicators
| QUSA | LQTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.64% | -3.41% | -7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -3.41% | -6.71% |
Current DrawdownCurrent decline from peak | 0.00% | -0.97% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -0.88% | -2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 1.11% | +3.14% |
Volatility
QUSA vs. LQTI - Volatility Comparison
VistaShares Target 15™ USA Quality Income ETF (QUSA) has a higher volatility of 2.12% compared to FT Vest Investment Grade & Target Income ETF (LQTI) at 1.67%. This indicates that QUSA's price experiences larger fluctuations and is considered to be riskier than LQTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSA | LQTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.12% | 1.67% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 4.04% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.35% | 5.12% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.33% | 5.97% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.33% | 5.97% | +4.36% |
QUSA vs. LQTI - Expense Ratio Comparison
QUSA has a 0.95% expense ratio, which is higher than LQTI's 0.65% expense ratio.
Dividends
QUSA vs. LQTI - Dividend Comparison
QUSA's dividend yield for the trailing twelve months is around 12.43%, more than LQTI's 9.07% yield.
| Position | TTM | 2025 |
|---|---|---|
LQTI FT Vest Investment Grade & Target Income ETF | 9.07% | 7.01% |
QUSA VistaShares Target 15™ USA Quality Income ETF | 12.43% | 6.61% |
Frequently Asked Questions
QUSA and LQTI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QUSA has higher volatility (2.12%) compared to LQTI (1.67%). In terms of maximum drawdown, QUSA dropped -10.64% vs LQTI's -3.41%.
On 1-year performance, LQTI leads with 5.55% vs 4.04% for QUSA. On fees, LQTI is cheaper at 0.65% per year. On volatility, LQTI has been the lower-risk option at 1.67%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LQTI has performed better with a 5.55% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LQTI is cheaper with a 0.65% expense ratio, compared with 0.95% for QUSA.
QUSA has the higher dividend yield at 12.43%, compared with 9.07% for LQTI.
They also come from different issuers: VistaShares and FT Vest. Their fees differ too: 0.95% for QUSA and 0.65% for LQTI.
LQTI currently has the higher Sharpe Ratio (1.10 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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