Skip to content

QUSAVistaShares Target 15 USA Quality Income ETF

Get income1y track recordRanked #1,422 of 1,650 in this goal

Seeks income and long-term capital appreciation.

By VistaShares Advisors LLC · Launched 2025

Annual Cost

0.97%

#5,031 of 5,861 · expensive

Fund Size

$19M

#4,496 of 5,861 · small

Dividend YieldGoal

7.79%

Track Record

1 year

#4,283 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,396+4.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Quality

What it actually holds

By weight

Concentration

Top 10 holdings = 54.6% of fundmoderately concentrated

Caterpillar Inc
6.6%
NVIDIA Corp
6.6%
Apple Inc
6.3%
Broadcom Inc
5.8%
Walmart Inc
5.3%
Microsoft Corp
5.2%
Costco Wholesale Corp
5.1%
Netflix Inc
5.1%
Berkshire Hathaway Inc
4.6%
Procter & Gamble Co/The
4.0%

Asset allocation

Stocks
100.2%
Other
0.0%

By sector

Technology
38.1%
Consumer Defensive
16.4%
Financial Services
13.0%
Communication
11.2%
Industrials
11.1%
Healthcare
10.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.0%Moderate

Year-on-year price swings

Max drawdown
-9.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks income and long-term capital appreciation.
Strategy
Actively managed ETF investing in U.S. equity securities with strong quality characteristics, targeting an annual income of 15% through options strategies. Allocates to large- and mid-cap securities, adjusting quarterly based on market conditions.
Inception date
May 5, 2025
Fund family
VistaShares Advisors LLC

What's next?

You've looked at QUSA. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04