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APTUS ETFsLarge BlendDUBS · Cboe BZX

Aptus Large Cap Enhanced Yield ETF (DUBS)

Price
$42.94
11 Sept 2026
Assets
$417.2M
Total net assets
Expense ratio
0.40%
Category 0.72%
Yield
1.94%
Trailing distributions
3Y CAGR
21.3%+2.2%
Category 19.2%
5Y CAGR
Category 11.4%
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Aptus Large Cap Enhanced Yield ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.9%+4.5%+18.9%+15.3%+21.6%+21.3%+20.8%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.8%+1.8%+4.1%+3.2%+6.0%+2.2%+6.3%

Holdings

The 3 largest positions make up 97.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SPYMState Street® SPDR® Port S&P 500® ETF72.98%
BKLCBNY Mellon US Large Cap Core Equity ETF24.69%
FXFXXFirst American Treasury Obligs X0.19%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.8
P/B
5.3
P/S
3.7
P/CF
19.0

Sector allocation

Share of the equity the fund holds.

38.4%Technology11 sectors
  1. Technology38.4%
  2. Financial services12.0%
  3. Communication services9.7%
  4. Consumer discretionary9.4%
  5. Health care9.3%
  6. Industrials7.9%
  7. Consumer staples4.4%
  8. Energy3.4%
  9. Utilities2.0%
  10. Real estate1.8%
  11. Materials1.7%

Asset mix

  • Other98.1%
  • Stocks97.6%
  • Bonds0.1%
  • Preferred shares0.0%

Credit quality

Share of the bonds by rating.

  • US government0.1%

ETF details

Issuer
APTUS ETFs
Category
Equity · Large Blend
Ticker
DUBS
Exchange
Cboe BZX
Inception
13 Jun 2023 (3.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.40% (category 0.72%)
Holdings turnover
93% (category 95%)
Distribution yield
1.94%
Beta, 3 years
0.94
Total net assets
$417.2M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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