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Data as of .

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

Over the year QUSA paid 13.8% of its price in cash against SEPI’s 7.5%, though SEPI returned more with it reinvested.

VistaShares Target 15 USA Quality Income ETF and Shelton Equity Premium Income ETF.

13.8%QUSA cash paid, 1 year
7.5%SEPI cash paid, 1 year
+3.5%QUSA total return, 1 year
+21.8%SEPI total return, 1 year

ETFIQ Return Stability Score: SEPI scores higher

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

QUSA 21.4SEPI 94.23.8, 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

QUSA11.7 pts behind QUAL · 1 year to Sep 18, 2026
QUAL+15.2%QUSA+3.5%13.8% cash11.7 pts behind QUALTotal return, distributions reinvestedQUAL+15.2%QUSA+3.5%11.7 pts behind QUAL
SEPI5.2 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%SEPI+21.8%7.5% of it arrived as cash5.2 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%SEPI+21.8%5.2 pts ahead of SPY

What they hold in common

By the books each fund has filed, QUSA and SEPI hold 37% of their money in the same securities at the same weight.

Positions QUSA and SEPI both hold, largest shared weight first
HoldingQUSASEPI
Apple Inc5.99%5.24%
Caterpillar Inc4.91%7.20%
NVIDIA Corp5.78%4.04%
Microsoft Corp6.08%3.42%
Broadcom Inc4.70%3.08%
Johnson & Johnson2.93%3.31%
Meta Platforms Inc4.28%2.79%
Alphabet Inc2.22%4.68%
Berkshire Hathaway Inc5.35%1.87%
Walmart Inc4.17%1.69%
Merck & Co Inc1.41%2.67%
Netflix Inc3.79%1.21%
Only in each
Only in QUSAOnly in SEPI
Costco Wholesale Corp 4.40%ADVANCED MICRO DEVICES INC 7.54%
Coca-Cola Co/The 4.33%MICRON TECHNOLOGY INC 6.53%
Eli Lilly & Co 4.24%GOLDMAN SACHS GROUP INC (THE) 3.91%
Lam Research Corp 3.47%AMAZON.COM INC 3.36%
Visa Inc 3.37%EXXON MOBIL CORP 3.08%
Blackrock Inc 2.99%EBAY INC 2.47%
GE AEROSPACE 2.75%ARISTA NETWORKS INC 2.18%
KLA CORP 2.69%DUKE ENERGY CORP 2.08%

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 Jun 30, 2026 and Sep 21, 2026.

Performance, window by window

QUSA and SEPI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
QUSASEPIQUSASEPIQUSASEPI
3 months−1.9%+5.4%3.6%2.1%−3.6 pts+3.2 pts
6 months+10.4%+20.5%7.8%4.7%−4.3 pts+2.5 pts
1 year+3.5%+21.8%13.8%7.5%−11.7 pts+5.2 pts
Since launch+4.9%+24.4%15.1%7.7%−25.8 pts+5.4 pts
Open the live comparison on ETFIQ
QUSA and SEPI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
QUSA
VistaShares Target 15 USA Quality Income ETF
Covered call on QUAL, paying monthly
SEPI
Shelton Equity Premium Income ETF
Covered call on SPY, paying monthly
IssuerVistaSharesShelton
Strategycovered callcovered call
BenchmarkUSA Quality (QUAL), used as the quality proxyS&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized15.3%8.3%
Expense ratio0.97%0.54%
Cash paid, 1 year13.8%7.5%
Price change, 1 year−11.0%+13.4%
Total return, 1 year+3.5%+21.8%
Benchmark return, 1 year+15.2%+16.6%
Ahead or behind−11.7 pts+5.2 pts
Return of capital, latest estimatenot publishednot published
Age500 days375 days
Net assets$22m$152m

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.

SEPI in plain words

Over the year to Sep 18, 2026, SEPI paid 7.5% of its starting value in cash distributions while its price rose 13.4%. With every distribution reinvested, the fund returned +21.8%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 5.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.3%, paid monthly.

Questions people ask

Which paid more, QUSA or SEPI?
Over the year to Sep 18, 2026, QUSA paid 13.8% of its starting price in cash and SEPI paid 7.5%, 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, QUSA or SEPI?
With every distribution reinvested, QUSA returned +3.5% and SEPI returned +21.8% over the year to Sep 18, 2026, so SEPI returned more.
Which is cheaper, QUSA or SEPI?
QUSA charges 0.97% a year and SEPI charges 0.54%, so SEPI 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.

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

How every figure is computed · Standards and sources