UPSD ETF
Aptus Large Cap Upside ETF
UPSD ETF Overview
UPSD ETF (Aptus Large Cap Upside ETF) is managed by Aptus ETFs with $123.2M 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 9.26%. The 1-year return is 18.01%. UPSD dividend yield stands at 0.66%, paid quarterly.
UPSD top holdings include Rcxtsoa6 Trs 090826 (5.8%), Apple, Inc (5.6%), Nvidia Corp. (4.6%), Microsoft Corp (2.8%), Amazon.Com Inc (1.8%). Go to all UPSD holdings, UPSD sectors, or UPSD dividends.
UPSD can be compared against other funds. Use UPSD overlap to find shared positions, or UPSD vs another fund for a side-by-side view. UPSD alternatives are available via the screener, along with tax-loss harvesting opportunities.