UPSD vs. TRUF

Last updated Jul 30, 2026

UPSD (Aptus Large Cap Upside ETF) and TRUF (VanEck Financials TruSector ETF) are both exchange-traded funds - UPSD is a Actively Managed fund actively managed by Aptus, while TRUF is a Financials Equities fund actively managed by VanEck. Both are actively managed. Their 0.52 correlation means they have sometimes moved together and sometimes differently. UPSD charges 0.79%/yr vs 0.10%/yr for TRUF.

Performance

UPSD vs. TRUF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Large Cap Upside ETF (UPSD) and VanEck Financials TruSector ETF (TRUF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UPSD

• 1D: -1.51%
• 1M: 2.03%
• 6M: 4.32%
• YTD: 7.32%
• 1Y: 14.81%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 8.90%

TRUF

• 1D: -1.52%
• 1M: 5.47%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
TRUF VanEck Financials TruSector ETF	$19.07K	$17.41K	$11.71K
UPSD Aptus Large Cap Upside ETF	$285.86K	$253.51K	$392.48K

UPSD vs. TRUF - Yearly Performance Comparison

	2026 (YTD)
UPSD Aptus Large Cap Upside ETF	12.00%
TRUF VanEck Financials TruSector ETF	16.02%

Correlation

The correlation between UPSD and TRUF is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026	0.52

Return for Risk

UPSD vs. TRUF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

UPSD

UPSD Risk / Return Rank: 42
UPSD Sharpe Ratio Rank: 44
UPSD Sortino Ratio Rank: 41
UPSD Omega Ratio Rank: 42
UPSD Calmar Ratio Rank: 37
UPSD Martin Ratio Rank: 46

TRUF

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

UPSD vs. TRUF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Large Cap Upside ETF (UPSD) and VanEck Financials TruSector ETF (TRUF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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	TRUF	Difference
Sharpe ratio: Return per unit of total volatility	1.03	—	—
Sortino ratio: Return per unit of downside risk	1.45	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.25	—	—
Martin ratio: Return relative to average drawdown	4.91	—	—

Drawdowns

UPSD vs. TRUF - Drawdown Comparison

The maximum UPSD drawdown since its inception was -23.85%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for UPSD and TRUF.

Drawdown Indicators

	UPSD	TRUF	Difference
Max Drawdown Largest peak-to-trough decline	-23.85%	-3.24%	-20.61%
Max Drawdown (1Y) Largest decline over 1 year	-11.91%	—	—
Current Drawdown Current decline from peak	-1.51%	-1.52%	+0.01%
Average Drawdown Average peak-to-trough decline	-3.70%	-1.05%	-2.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.03%	—	—

Volatility

Volatility by Period

	UPSD	TRUF	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.70%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.45%	13.68%	+0.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.59%	13.68%	+6.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.59%	13.68%	+6.91%

UPSD vs. TRUF - Expense Ratio Comparison

UPSD has a 0.79% expense ratio, which is higher than TRUF's 0.10% expense ratio.

Dividends

UPSD vs. TRUF - Dividend Comparison

UPSD's dividend yield for the trailing twelve months is around 0.67%, more than TRUF's 0.36% yield.

Position	TTM	2025	2024
TRUF VanEck Financials TruSector ETF	0.36%	0.00%	0.00%
UPSD Aptus Large Cap Upside ETF	0.67%	0.67%	0.06%

Frequently Asked Questions

Can I hold both UPSD and TRUF in my portfolio?

UPSD and TRUF have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, UPSD or TRUF?

On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, UPSD or TRUF?

TRUF is cheaper with a 0.10% expense ratio, compared with 0.79% for UPSD.

Which ETF pays a higher dividend yield, UPSD or TRUF?

UPSD has the higher dividend yield at 0.67%, compared with 0.36% for TRUF.

What is the main difference between UPSD and TRUF?

UPSD is categorized as Actively Managed, while TRUF is Financials Equities. They also come from different issuers: Aptus and VanEck. Their fees differ too: 0.79% for UPSD and 0.10% for TRUF.