Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

OVL vs QUSA: which paid, and which earned it?

Over the year QUSA paid 13.8% of its price in cash against OVL’s 8.9%, though OVL returned more with it reinvested.

Overlay Shares Large Cap Equity ETF and VistaShares Target 15 USA Quality Income ETF.

8.9%OVL cash paid, 1 year
13.8%QUSA cash paid, 1 year
+19.2%OVL total return, 1 year
+3.5%QUSA total return, 1 year

ETFIQ Return Stability Score: OVL scores higher

Was the payout funded by returns, or by your own capital?

OVL 88.8QUSA 21.43.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

OVL2.6 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%OVL+19.2%8.9% of it arrived as cash2.6 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%OVL+19.2%2.6 pts ahead of SPY
QUSA11.7 pts behind QUAL · 1 year to Sep 18, 2026
QUAL+15.2%QUSA+3.5%13.8% as cash11.7 pts behind QUALTotal return, distributions reinvestedQUAL+15.2%QUSA+3.5%11.7 pts behind QUAL

What they hold in common

By the books each fund has filed, OVL and QUSA hold 0% of their money in the same securities at the same weight.

Only in each
Only in OVLOnly in QUSA
Vanguard S&P 500 ETF 100.00%Microsoft Corp 6.08%
Apple Inc 5.99%
NVIDIA Corp 5.78%
Berkshire Hathaway Inc 5.35%
Caterpillar Inc 4.91%
Broadcom Inc 4.70%
Costco Wholesale Corp 4.40%
Coca-Cola Co/The 4.33%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 21, 2026.

Performance, window by window

OVL and QUSA over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
OVLQUSAOVLQUSAOVLQUSA
3 months+2.3%−1.9%2.6%3.6%0.0 pts−3.6 pts
6 months+18.8%+10.4%5.7%7.8%+0.7 pts−4.3 pts
1 year+19.2%+3.5%8.9%13.8%+2.6 pts−11.7 pts
3 years+86.2%not published21.1%not published+7.8 ptsnot published
Since launch+203.4%+4.9%47.2%15.1%+16.1 pts−25.8 pts
Open the live comparison on ETFIQ
OVL and QUSA on the same fields, as of Sep 18, 2026. Source: ETFIQ.
OVL
Overlay Shares Large Cap Equity ETF
Put-selling overlay on SPY, paying monthly
QUSA
VistaShares Target 15 USA Quality Income ETF
Covered call on QUAL, paying monthly
IssuerOverlay SharesVistaShares
Strategyput-selling overlaycovered call
BenchmarkS&P 500 (SPY)USA Quality (QUAL), used as the quality proxy
Paysmonthlymonthly
Payout rate, annualized10.4%15.3%
Expense rationot published0.97%
Cash paid, 1 year8.9%13.8%
Price change, 1 year+9.4%−11.0%
Total return, 1 year+19.2%+3.5%
Benchmark return, 1 year+16.6%+15.2%
Ahead or behind+2.6 pts−11.7 pts
Return of capital, latest estimatenot publishednot published
Age2544 days500 days
Net assets$276m$22m

OVL in plain words

Over the year to Sep 18, 2026, OVL paid 8.9% of its starting value in cash distributions while its price rose 9.4%. With every distribution reinvested, the fund returned +19.2%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 2.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 10.4%, paid monthly.

QUSA in plain words

Over the year to Sep 18, 2026, QUSA paid 13.8% of its starting value in cash distributions while its price fell 11.0%. With every distribution reinvested, the fund returned +3.5%. USA Quality (QUAL), used as the quality proxy returned +15.2% over the same days, so a holder was behind by 11.7 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 15.3%, paid monthly.

Questions people ask

Which paid more, OVL or QUSA?
Over the year to Sep 18, 2026, OVL paid 8.9% of its starting price in cash and QUSA paid 13.8%, so QUSA paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, OVL or QUSA?
With every distribution reinvested, OVL returned +19.2% and QUSA returned +3.5% over the year to Sep 18, 2026, so OVL returned more.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

OVL against QUSA, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, OVL against QUSA, data as of Sep 18, 2026. https://etfiq.com/compare/income/ovl-vs-qusa Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources