Aptus Large Cap Upside ETF (UPSD) belongs to the Actively Managed category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with UPSD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UPSD
UPSD charges 0.79% annually. There are 64 ETFs in the Actively Managed category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| LionShares U.S. Equity Total Return ETF | 0.07% | — | Sep 2025 | UPSD vs TOT | |
| ADRhedged SAP ETF | 0.19% | — | Jan 2025 | UPSD vs SAPH | |
| T. Rowe Price Active Core International Equity ETF | 0.20% | — | Dec 2025 | UPSD vs TACN | |
| Bluemonte Short Term Bond ETF | 0.23% | 155.00M | Jun 2025 | UPSD vs BLST | |
| Bluemonte Long Term Bond ETF | 0.23% | 154.66M | Jun 2025 | UPSD vs BLTD |
Best Risk-Adjusted Alternatives to UPSD
UPSD has a PortfoliosLab risk / return rank of 40. There are 30 ETFs in the Actively Managed category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | UPSD vs CLSE | |
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.53M | Jun 2025 | UPSD vs ABI | |
| ARS Focused Opportunities Strategy ETF | 95 | 293.98M | Jun 2025 | UPSD vs AFOS | |
| Saba Closed-End Funds ETF | 85 | 332.90M | Mar 2017 | UPSD vs CEFS | |
| Bluemonte Large Cap Value ETF | 84 | 233.80M | Jun 2025 | UPSD vs BVAL |
Top Performing UPSD Alternatives (YTD)
UPSD is at 8.09% YTD. There are 34 ETFs in the Actively Managed category with higher YTD returns, going as high as 48.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Genomic Revolution Multi-Sector ETF | 48.43% | 1.31B | Oct 2014 | UPSD vs ARKG | |
| VistaShares Electrification Supercycle ETF | 42.34% | — | Oct 2025 | UPSD vs POW | |
| ARS Focused Opportunities Strategy ETF | 31.59% | 293.98M | Jun 2025 | UPSD vs AFOS | |
| SMART Trend ETF | 26.14% | — | Aug 2025 | UPSD vs STRN | |
| Towle Value ETF | 24.97% | — | Jul 2025 | UPSD vs TCV |
Lowest Volatility Alternatives to UPSD
UPSD has 14.30% 1-year volatility. There are 39 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sterling Capital Ultra Short Bond ETF | 0.79% | — | Mar 2026 | UPSD vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.28% | 56.53M | Jun 2025 | UPSD vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.37% | — | Feb 2026 | UPSD vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.46% | — | Mar 2026 | UPSD vs SCSB | |
| Reckoner Yield Enhanced AAA CLO Reinvesting ETF | 1.95% | — | Feb 2026 | UPSD vs RAAR |
Lowest Drawdown Alternatives to UPSD
UPSD has a 1-year max drawdown of -11.91%. There are 33 ETFs in the Actively Managed category with shallower 1-year drawdowns, going as shallow as -0.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | -0.95% | 56.53M | Jun 2025 | UPSD vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.07% | — | Jul 2023 | UPSD vs USFI | |
| Bluemonte Short Term Bond ETF | -1.69% | 155.00M | Jun 2025 | UPSD vs BLST | |
| Obra Defensive High Yield ETF | -1.96% | 5.15M | Jun 2025 | UPSD vs ODHY | |
| Capital Group High Yield Bond ETF | -2.38% | 116.70M | Jun 2025 | UPSD vs CGHY |
Other ETFs from Aptus
The 4 most viewed Aptus ETFs shown here include JUCY, IDUB, DUBS and span 4 categories. AUM among these funds goes as high as $372M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aptus Enhanced Yield ETF | Intermediate Core Bond | 86 | 3.03% | 217.59M | Oct 2022 | UPSD vs JUCY | |
| Aptus International Enhanced Yield ETF | Long-Short | 65 | 15.44% | 372.15M | Jul 2021 | UPSD vs IDUB | |
| Aptus Large Cap Enhanced Yield ETF | Derivative Income | 77 | 12.45% | 258.86M | Jun 2023 | UPSD vs DUBS | |
| Aptus Deferred Income ETF | Intermediate Core-Plus Bond | 28 | -0.13% | — | May 2025 | UPSD vs DEFR |
Compare UPSD with Any Fund or Stock
Compare UPSD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UPSD with funds that move differently
Aptus Large Cap Upside ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UPSD.
Explore UPSD Diversifiers