Aptus LargeLarge BlendUPSD · Cboe BZX

Aptus Large Cap Upside ETF (UPSD)

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Price: $30.30; —30 Oct 2026
Assets: —; Total net assets
Expense ratio: —; Per year
Yield: —; Trailing distributions

1Y return: 14.4%+2.8%; Category 11.6%
3Y CAGR: —; Category 21.5%
5Y CAGR: —; Category 10.4%

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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	+1.5%	+4.2%	+11.5%	+13.7%	+14.4%	—	—	—	+10.7%
Large Blend average	-0.5%	0.8%	4.7%	11.0%	11.6%	21.5%	10.4%	14.1%	12.2%
Difference	+2.0%	+3.5%	+6.8%	+2.7%	+2.8%	—	—	—	-1.5%

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 (1.9 years)
Structure: Exchange traded fund
Expense ratio: —
Distribution yield: —
Total net assets: —

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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