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 89 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% | 6.49M | Sep 2025 | UPSD vs TOT | |
| VanEck Industrials TruSector ETF | 0.10% | 261.34K | Jun 2026 | UPSD vs TRUI | |
| VanEck Financials TruSector ETF | 0.10% | 587.41K | Apr 2026 | UPSD vs TRUF | |
| Northern Trust 2035 Inflation-Linked Distributing ... | 0.10% | 7.83M | Aug 2025 | UPSD vs TIPB | |
| VanEck Consumer Staples TruSector ETF | 0.14% | 253.67K | Jun 2026 | UPSD vs TRUO |
Best Risk-Adjusted Alternatives to UPSD
UPSD has a PortfoliosLab risk / return rank of 42. There are 37 ETFs in the Actively Managed category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.31M | Jun 2025 | UPSD vs ABI | |
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | UPSD vs CLSE | |
| Virtus Seix Senior Loan ETF | 96 | 248.93M | Apr 2019 | UPSD vs SEIX | |
| Dimensional US Marketwide Value ETF | 93 | 15.39B | Dec 1998 | UPSD vs DFUV | |
| ARS Focused Opportunities Strategy ETF | 92 | 293.98M | Jun 2025 | UPSD vs AFOS |
Top Performing UPSD Alternatives (YTD)
UPSD is at 7.32% YTD. There are 35 ETFs in the Actively Managed category with higher YTD returns, going as high as 51.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Defiance Oil Enhanced Options Income ETF | 51.12% | 69.23M | May 2024 | UPSD vs USOY | |
| ARK Genomic Revolution Multi-Sector ETF | 29.44% | 1.73B | Oct 2014 | UPSD vs ARKG | |
| Towle Value ETF | 27.04% | 181.60M | Jul 2025 | UPSD vs TCV | |
| VistaShares Electrification Supercycle ETF | 22.51% | 65.23M | Oct 2025 | UPSD vs POW | |
| Convergence Long/Short Equity ETF | 22.28% | 447.61M | Dec 2009 | UPSD vs CLSE |
Lowest Volatility Alternatives to UPSD
UPSD has 14.45% 1-year volatility. There are 58 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin BSP CLO ETF | 0.43% | 50.33M | Jun 2026 | UPSD vs YCLO | |
| Sterling Capital Ultra Short Bond ETF | 0.87% | — | Mar 2026 | UPSD vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.27% | 56.31M | Jun 2025 | UPSD vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.29% | 15.01M | Feb 2026 | UPSD vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.60% | — | Mar 2026 | UPSD vs SCSB |
Lowest Drawdown Alternatives to UPSD
UPSD has a 1-year max drawdown of -11.91%. There are 49 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% | 56.31M | Jun 2025 | UPSD vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.11% | 9.71M | Jul 2023 | UPSD vs USFI | |
| Virtus Seix Senior Loan ETF | -1.13% | 248.93M | Apr 2019 | UPSD vs SEIX | |
| TCW Flexible Income ETF | -1.46% | 3.37B | Nov 2018 | UPSD vs FLXR | |
| Bluemonte Short Term Bond ETF | -1.69% | 168.20M | Jun 2025 | UPSD vs BLST |
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 $490M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aptus Enhanced Yield ETF | Intermediate Core Bond | 92 | 3.32% | 316.83M | Oct 2022 | UPSD vs JUCY | |
| Aptus International Enhanced Yield ETF | Long-Short | 67 | 12.41% | 490.37M | Jul 2021 | UPSD vs IDUB | |
| Aptus Large Cap Enhanced Yield ETF | Derivative Income | 70 | 9.41% | 389.87M | Jun 2023 | UPSD vs DUBS | |
| Aptus Deferred Income ETF | Intermediate Core-Plus Bond | 26 | -0.90% | — | May 2025 | UPSD vs DEFR |
Often Compared With UPSD
Investors most often compare UPSD with TACN, BVAL, ODHY. These 15 comparison targets span 13 categories, based on PortfoliosLab usage data.
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