QUSA yields 11.97% · DGRO yields 2.13%● Live data
📍 QUSA pulled ahead of the other in Year 1
Combined, QUSA + DGRO cover 0 of 12 months — good coverage
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QUSA primarily seeks income, targeting an annual goal of 15% through a blend of US equities deemed high-quality and options strategies. The fund employs a dynamic approach, systematically selecting stocks based on their financial strength, stability, and low earnings variability. The portfolio typically consists of 20 to 50 equities, with allocations adjusted quarterly or as market conditions change. By focusing on companies with strong return on equity and prudent leverage, QUSA aims to minimize volatility while capturing potential capital appreciation. Strategic options use is integral to its income generation, as the fund actively sells call options on its holdings to collect premiums, aiming to enhance overall yield. This combination of active equity selection and management of options allows QUSA to adapt to market fluctuations while pursuing steady returns and capital growth.
Full QUSA Calculator →The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.