Highlights
- Avg. Volume (1M)
- 9K
- Avg. Volume Value (1M)
- $253.51K
Share Price Chart
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Performance
UPSD Performance Chart
Aptus Large Cap Upside ETF (UPSD) is up 7.3% since the beginning of the year. UPSD is currently trading at $29 per share.
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Returns By Period
Aptus Large Cap Upside ETF (UPSD) has returned 7.32% so far this year and 14.81% over the past 12 months.
Aptus Large Cap Upside ETF
- 1D
- -1.51%
- 1M
- 2.03%
- 6M
- 4.32%
- YTD
- 7.32%
- 1Y
- 14.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.90%
Benchmark (S&P 500 Index)
- 1D
- -1.52%
- 1M
- -1.67%
- 6M
- 4.85%
- YTD
- 6.88%
- 1Y
- 14.84%
- 3Y*
- 16.88%
- 5Y*
- 10.73%
- 10Y*
- 12.90%
- ALL TIME*
- 8.04%
UPSD Monthly Returns History
Based on dividend-adjusted daily data since Nov 21, 2024, UPSD's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, an investment would double in approximately 7.5 years.
Historically, 71% of months were positive and 29% were negative. The best month was Apr 2026 with a return of +6.2%, while the worst month was Mar 2026 at -9.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.
On a daily basis, UPSD closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Apr 4, 2025 at -9.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.12% | 2.72% | -9.00% | 6.24% | 5.57% | -1.26% | 1.52% | 7.32% | |||||
| 2025 | 3.62% | 0.26% | -6.57% | -1.97% | 4.47% | 4.42% | 0.27% | 3.48% | 4.13% | 0.39% | 0.80% | -0.59% | 12.83% |
| 2024 | 1.85% | -6.40% | -4.67% |
Benchmark Metrics
Aptus Large Cap Upside ETF has an annualized alpha of -5.42%, beta of 1.15, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since November 21, 2024.
- This ETF participated in 107.96% of S&P 500 Index downside but only 85.69% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -5.42% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -5.42%
- Beta
- 1.15
- R²
- 0.89
- Upside Capture
- 85.69%
- Downside Capture
- 107.96%
Expense Ratio
UPSD has an expense ratio of 0.79%, placing it in the medium range.
Return for Risk
Risk / Return Rank
UPSD ranks 42 for risk / return — above 42% of ETFs peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Aptus Large Cap Upside ETF (UPSD) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UPSD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.64 | -0.39 |
| Martin ratioReturn relative to average drawdown | 4.91 | 6.95 | -2.04 |
Dividends
Dividend History
Aptus Large Cap Upside ETF provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.19 | $0.18 | $0.01 |
Dividend yield | 0.67% | 0.67% | 0.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Aptus Large Cap Upside ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.10 | |||||
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.18 |
| 2024 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Aptus Large Cap Upside ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Aptus Large Cap Upside ETF was 23.85%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current Aptus Large Cap Upside ETF drawdown is 1.51%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-23.85%Apr 2025 | 4mo 4d | 4mo 7d | 8mo 11dDec 2024 - Aug 2025 | 2025 selloff2025 |
-11.91%Mar 2026 | 24d | 1mo 17d | 2mo 11dMar 2026 - May 2026 | — |
-6.19%Nov 2025 | 23d | 1mo 4d | 1mo 27dOct 2025 - Dec 2025 | — |
-5.02%Jun 2026 | 8d | 26d | 1mo 4dJun 2026 - Jul 2026 | — |
-3.81%Oct 2025 | 1d | 17d | 18dOct 2025 - Oct 2025 | — |
Drawdown Indicators
| UPSD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -56.78% | +32.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -9.10% | -2.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.51% | -3.86% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -10.70% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.14% | +0.89% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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