Aptus Large Cap Upside ETF (UPSD)
- Net assets$128.3M
- 1-year return+19.23%
- Holdings99
UPSD ETF price chart
UPSD quote & trading statistics
UPSD performance
Total return · as of October 17, 2026- YTD+16.04%
- 1 year+19.23%
- 1Y volatility
- 14.04%
- 3Y volatility
- 0.00%
- 3Y Sharpe ratio
- 0.00
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
UPSD top 10 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | AAPL | Apple Inc. | 5.08% |
| 2 | NVDA | NVIDIA Corporation | 4.86% |
| 3 | MSFT | Microsoft Corporation | 3.64% |
| 4 | MU | Micron Technology Inc | 1.90% |
| 5 | AMZN | Amazon.com Inc | 1.90% |
| 6 | MPC | Marathon Petroleum Corp | 1.73% |
| 7 | FXFXX | First American Funds Inc. - Treasury Obligations Fund | 1.65% |
| 8 | CAH | Cardinal Health Inc | 1.63% |
| 9 | DDOG | Datadog Inc | 1.60% |
| 10 | GOOGL | Alphabet Inc Class A | 1.57% |
The top 10 holdings make up 25.6% of the fund (99 holdings in total). As of October 17, 2026.
About Aptus Large Cap Upside ETF
UPSD ETF FAQ
How much money is in UPSD?
Aptus Large Cap Upside ETF has about $128.3M in net assets.
What are the top holdings of UPSD?
The largest positions in UPSD are Apple Inc. (5.08%), NVIDIA Corporation (4.86%), Microsoft Corporation (3.64%). The fund holds 99 securities in total.
How has UPSD performed?
UPSD returned +19.23% over the past year, including reinvested distributions.
When was UPSD launched?
Aptus Large Cap Upside ETF began trading on November 20, 2024.
ETFs similar to UPSD
Funds that track the same index or whose top-10 holdings overlap most with UPSD's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| UPSD | Aptus Large Cap Upside ETF | — | — | $128.3M | +19.23% |
| ACWI | iShares MSCI ACWI ETF | 75% | 0.33% | $32.62B | +16.42% |
| IQSZ | Invesco Global Equity Net Zero ETF | 75% | — | $174.7M | +21.80% |
| CRBN | iShares MSCI ACWI Low Carbon Target ETF | 74% | 0.19% | $1.18B | +14.09% |
| CSM | ProShares Large Cap Core Plus | 74% | 0.44% | $516.3M | +16.36% |
| BBB | CYBER HORNET S&P 500 and Bitcoin 75/25… | 72% | — | $8.1M | +5.62% |
| SSS | Cyber Hornet S&P 500And Solana 75/25 Strategy… | 74% | — | $576,660 | — |
| EEE | Cyber Hornet S&P 500 And Ethereum 75/25… | 73% | — | $568,629 | — |
| SSO | ProShares Ultra S&P500 | 72% | 0.93% | $8.87B | +26.01% |