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UPSD ETF · Aptus Large Cap Upside ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +9.49% | -0.62% | +20.73% | N/A | N/A | +6.37% | +6.37% | +1.67% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -0.62% | +20.73% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
The UPSD ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.
To find out more about UPSD's exposure, please refer to the as provided by APTUS ETFs.
Sustainability
Issuer
| AuM | ||
|---|---|---|
ACIO | Aptus Collared Income Opportunity ETF | €1.94B |
DRSK | Aptus Defined Risk ETF | €1.26B |
OSCV | Opus Small Cap Value ETF | €581M |
IDUB | Aptus International Enhanced Yield ETF | €399M |
DUBS | Aptus Large Cap Enhanced Yield ETF | €301M |
Frequently asked questions about UPSD
What does Aptus Large Cap Upside ETF, UPSD, invest in?
UPSD is a Active ETF. This ETF provides exposure to Large Cap US Equities.
What is the Total Expense ratio (TER) of UPSD?
UPSD carries a total expense ratio (TER) of 0.79%, indicating the annual cost for holding the fund.
When was UPSD launched?
UPSD was introduced to the market on November 20, 2024. It trades on United States
Who is the ETF issuer of UPSD?
Aptus Large Cap Upside ETF, UPSD, is provided by APTUS ETFs. Learn more about APTUS ETFs here.
What is the current assets under management (AUM) of UPSD?
UPSD oversees €86M in assets as of April 30, 2026.
How has UPSD performed lately?
Based on data from April 30, 2026, UPSD returned 9.49% over the past month, -0.62% over the last three months and 1.67% year-to-date.
What are the latest inflows or outflows for UPSD?
As of April 30, 2026, UPSD recorded net flows of -€533K over the last month and +€5.3M year-to-date.
Does UPSD distribute dividends?
UPSD follows a distributing dividend policy, meaning it pays out income to investors. As of April 30, 2026, its 12-month trailing yield was 0.72%.
What is the base currency of UPSD?
The base currency of UPSD is USD.
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