Aptus LargeLarge BlendUPSD · Cboe BZX

Aptus Large Cap Upside ETF (UPSD)

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Price: $30.03; —11 Sept 2026
Assets: —; Total net assets
Expense ratio: —; Per year
Yield: —; Trailing distributions

1Y return: 15.2%-0.4%; Category 15.6%
3Y CAGR: —; Category 19.2%
5Y CAGR: —; Category 11.4%

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Aptus Large Cap Upside 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: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-0.9%	+7.7%	+13.5%	+12.6%	+15.2%	—	—	—	+10.9%
Large Blend average	-1.7%	2.7%	14.8%	12.0%	15.6%	19.2%	11.4%	14.1%	14.5%
Difference	+0.8%	+5.0%	-1.3%	+0.5%	-0.4%	—	—	—	-3.6%

Holdings

This ETF publishes no holdings breakdown.

ETF details

Issuer: Aptus Large
Category: Equity · Large Blend
Ticker: UPSD
Exchange: Cboe BZX
Inception: 21 Nov 2024 (1.8 years)
Structure: Exchange traded fund
Expense ratio: —
Distribution yield: —
Total net assets: —

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

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