UPSD ETF
Aptus Large Cap Upside ETF
UPSD ETF Overview
UPSD ETF (Aptus Large Cap Upside ETF) is managed by Aptus ETFs with $114.5M in net assets. UPSD expense ratio is 0.79%, holding 103 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2024-11-20.
UPSD performance shows a YTD return of 5.85%. The 1-year return is 14.86%. UPSD dividend yield stands at 0.68%, paid quarterly.
UPSD top holdings include Charter Communications Inc Class A (5.8%), Apple Inc (5.6%), Nvidia Corp (4.6%), Microsoft Corp 4.100 Feb 06 37 (2.8%), Amazon.Com Inc (1.8%). View all UPSD holdings, sector breakdown, or dividend history.
UPSD can be compared against other funds using the overlap calculator or side-by-side comparison tool. UPSD alternatives are available via the screener, along with tax-loss harvesting opportunities.