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Data as of .

QLDY vs ULTY: which paid, and which earned it?

Over the year ULTY paid 44.9% of its price in cash against QLDY’s 29.2%, though QLDY returned more with it reinvested.

Defiance Nasdaq 100 LightningSpread(TM) Income ETF and YieldMax(R) Ultra Option Income Strategy ETF.

29.2%QLDY cash paid, 1 year
44.9%ULTY cash paid, 1 year
+10.6%QLDY total return, 1 year
−7.8%ULTY total return, 1 year

ETFIQ Return Stability Score: QLDY scores higher

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

QLDY 19.1ULTY 3.83.8, 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

QLDY11.2 pts behind QQQ · 1 year to Sep 18, 2026
QQQ+21.8%QLDY+10.6%29.2% of it arrived as cash11.2 pts behind QQQTotal return, distributions reinvestedQQQ+21.8%QLDY+10.6%11.2 pts behind QQQ
ULTY24.3 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%ULTY−7.8%24.3 pts behind SPYTotal return, distributions reinvestedSPY+16.6%ULTY−7.8%24.3 pts behind SPY

What they hold in common

By the books each fund has filed, QLDY and ULTY hold 3% of their money in the same securities at the same weight.

Positions QLDY and ULTY both hold, largest shared weight first
HoldingQLDYULTY
First American Government Obligations Fund 12/01/20314.77%2.74%
Only in each
Only in QLDYOnly in ULTY
Ndx 12/18/2026 2001.44 C 94.80%Advanced Micro Devices Inc 5.23%
United States Treasury Note/bond 2.375% 05/15/2027 0.53%MercadoLibre Inc 4.99%
Ndxp Us 09/21/26 P29500 0.08%Lumentum Holdings Inc 4.75%
Xnd 12/18/2026 10.44 C 0.05%Strategy Inc 4.66%
Cash & Other -0.06%Comfort Systems USA Inc 4.61%
Nasdaq-1 Put Opt 09/26 29650 -0.16%Alphabet Inc 4.39%
Lam Research Corp 4.34%
Coherent Corp 4.30%

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 Sep 21, 2026.

Performance, window by window

QLDY and ULTY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
QLDYULTYQLDYULTYQLDYULTY
3 months−6.6%−1.1%8.3%13.7%−4.1 pts−3.3 pts
6 months+20.1%+14.0%18.7%30.1%−4.2 pts−4.0 pts
1 year+10.6%−7.8%29.2%44.9%−11.2 pts−24.3 pts
Since launch+10.6%+10.7%29.2%86.9%−11.2 pts−44.1 pts
Open the live comparison on ETFIQ
QLDY and ULTY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
QLDY
Defiance Nasdaq 100 LightningSpread(TM) Income ETF
Option income on QQQ, paying weekly
ULTY
YieldMax(R) Ultra Option Income Strategy ETF
Synthetic covered call on SPY, paying weekly
IssuerDefianceYieldMax
Strategyoption incomesynthetic covered call
BenchmarkNasdaq-100 (QQQ)S&P 500 (SPY), used as a default proxy
Paysweeklyweekly
Payout rate, annualized19.6%59.8%
Expense ratio1.04%1.30%
Cash paid, 1 year29.2%44.9%
Price change, 1 year−20.3%−54.1%
Total return, 1 year+10.6%−7.8%
Benchmark return, 1 year+21.8%+16.6%
Ahead or behind−11.2 pts−24.3 pts
Return of capital, latest estimate100%100%
Age365 days932 days
Net assets$52m$721m

QLDY in plain words

Over the year to Sep 18, 2026, QLDY paid 29.2% of its starting value in cash distributions while its price fell 20.3%. With every distribution reinvested, the fund returned +10.6%. Nasdaq-100 (QQQ) returned +21.8% over the same days, so a holder was behind by 11.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 19.6%, paid weekly. Defiance estimates that 100% of the distribution paid Sep 17, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

ULTY in plain words

Over the year to Sep 18, 2026, ULTY paid 44.9% of its starting value in cash distributions while its price fell 54.1%. With every distribution reinvested, the fund returned −7.8%. S&P 500 (SPY), used as a default proxy returned +16.6% over the same days, so a holder was behind by 24.3 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 59.8%, paid weekly. YieldMax estimates that 100% of the distribution paid Sep 17, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

Questions people ask

Which paid more, QLDY or ULTY?
Over the year to Sep 18, 2026, QLDY paid 29.2% of its starting price in cash and ULTY paid 44.9%, so ULTY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, QLDY or ULTY?
With every distribution reinvested, QLDY returned +10.6% and ULTY returned −7.8% over the year to Sep 18, 2026, so QLDY returned more.
Which is cheaper, QLDY or ULTY?
QLDY charges 1.04% a year and ULTY charges 1.30%, so QLDY is cheaper. Fees come from each fund's prospectus.

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.

QLDY against ULTY, 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, QLDY against ULTY, data as of Sep 18, 2026. https://etfiq.com/compare/income/qldy-vs-ulty Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources