LQTI FT Vest Investment Grade & Target Income ETF
Option income on LQD, paying monthly
Over the year to Sep 18, 2026, LQTI paid 8.5% in cash and finished 0.6 points ahead of LQD.
Key facts
ETFIQ Return Stability Score
50.685th of 173
LQTI paid 8.5% in cash. Its price fell 9.7%, so 100% of what you were paid came back out of your own capital.
Was the payout funded by returns, or by your own capital?
74.3% of the 173 sit at or below LQTI on this measure.
26.9% of the 173 sit at or below LQTI on this measure.
Weighted evenly, those two positions are what the score combines, across the 173 income ETFs writing on an index or proxy. Neither spread above is the score: a fund can sit further right on one and score lower. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
| What it measures | This fund | Its percentile | Weight |
|---|---|---|---|
| against its benchmark | +0.6 pts | 74.3 | 50% |
| what happened to the principal | −9.7% | 26.9 | 50% |
70th of 369 income ETFs by net assets
What a holder got
Over the year to Sep 18, 2026, LQTI returned −1.4% with distributions reinvested and US investment grade bonds (LQD), used as the proxy returned −2.0%, so a holder came out ahead of it by 0.6 points. The lighter segment is the 8.5% that arrived as cash rather than as price.
Its ten largest equity positions
| Holding | Ticker | Weight | |
|---|---|---|---|
| 2026-10-30 iShares iBoxx $ Investment Gr | 4LQD 261030C00001060 | 98.40% | |
| US Dollar | $USD | 0.83% | |
| U.S. Treasury Bill, 0%, due 09/29/2026 | not filed | 0.43% | |
| U.S. Treasury Bill, 0%, due 10/29/2026 | not filed | 0.43% | |
| 2026-09-25 iShares iBoxx $ Investment Gr | 4LQD 260925C00104690 | -0.09% |
Period by period
| Window | Cash paid | Price | Total return | LQD | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 2.2% | −4.7% | −2.5% | −2.9% | +0.4 pts |
| 6 months | 4.4% | −4.6% | −0.2% | −0.6% | +0.3 pts |
| 1 year | 8.5% | −9.7% | −1.4% | −2.0% | +0.6 pts |
| Since launch | 13.4% | −8.7% | +4.7% | +4.7% | +0.1 pts |
When LQTI pays
LQTI pays monthly. The last distribution was $0.1411 a share, which went ex on Sep 1, 2026, with payment about 2 days later. The next has not been declared. On its own cadence of about 30 days the ex-date falls near Oct 1, 2026; that date is an ETFIQ projection, not the issuer’s.
| Ex-date | Pay date | Amount | Basis |
|---|---|---|---|
| Oct 1, 2026 | Oct 5, 2026 | $0.1411 | ETFIQ projection |
| Nov 2, 2026 | Nov 4, 2026 | $0.1411 | ETFIQ projection |
Every distribution ETFIQ holds for LQTI (13, most recent first)
| Ex-date | Amount |
|---|---|
| Sep 1, 2026 | $0.1411 |
| Aug 3, 2026 | $0.1413 |
| Jul 1, 2026 | $0.1439 |
| Jun 1, 2026 | $0.1437 |
| May 1, 2026 | $0.1444 |
| Apr 1, 2026 | $0.1441 |
| Mar 2, 2026 | $0.1464 |
| Feb 2, 2026 | $0.1467 |
| Jan 2, 2026 | $0.1472 |
| Dec 1, 2025 | $0.1469 |
| Nov 3, 2025 | $0.1471 |
| Oct 1, 2025 | $0.1477 |
| Sep 2, 2025 | $0.148 |
Every income ETF going ex-dividend in the next fortnight
In plain words
Since it launched on Feb 13, 2025, LQTI has returned +4.7% with distributions reinvested, against +4.7% for US investment grade bonds (LQD), used as the proxy, and has paid out 13.4% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 9.2%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.
| Strategy | option income |
|---|---|
| Benchmark | US investment grade bonds (LQD), used as the proxy (proxy) |
| Pays | monthly |
| Net assets (issuer page, as of Sep 18, 2026) | $242m |
| Latest payout, annualized (ETFIQ) | 9.2% |
| Expense ratio (485BPOS XBRL, Feb 27, 2026) | 0.65% |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 9.4% |
| Launched | Feb 13, 2025 |
| Pays | monthly |
| Typical gap between ex-dates | 30 days |
| Typical wait from ex-date to payment | 2 days |
| Last paid, per share | $0.1411 ex Sep 1, 2026 |
| Sum of the last 12 distributions | $1.7405 |
Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed
Questions people ask
- How much has LQTI paid over the last year?
- Over the year to Sep 18, 2026, LQTI paid 8.5% of its starting price in cash distributions, while the price fell 9.7%.
- Is LQTI ahead of LQD?
- Over the year to Sep 18, 2026, with every distribution reinvested, LQTI returned −1.4% against −2.0% for US investment grade bonds (LQD), used as the proxy, so a holder was ahead of it by 0.6 points.
- How often does LQTI pay, and how much?
- LQTI pays monthly. The latest distribution annualizes to 9.2% at its price on Sep 18, 2026, which is not a promise; the next one can differ.
- When does LQTI next pay a distribution?
- LQTI pays monthly. The last distribution went ex on Sep 1, 2026 at $0.1411 a share. The next is not declared; on a cadence of about 30 days the ex-date falls near Oct 1, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 2 days.
- What does LQTI cost?
- The prospectus expense ratio is 0.65% a year.
The words on this page
- Total return
- What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
- Cash paid
- Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
- Ahead or behind
- The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
- Return of capital
- The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
- Covered call
- Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.
Every term used here, defined in full on the income ETFs vocabulary page.
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.
Compare LQTI
Also against HYBL, HYGM, HYGW, HYTI, LQDM, LQDW, LTTI, TLTI, TLTP, TLTW, TLTX, TSYW.
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Where LQTI is written about
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Cite this page. ETFIQ, LQTI, income ETFs, data as of Sep 18, 2026. https://etfiq.com/funds/lqti Free to use with attribution; the underlying files are at Open data.