Aptus Large Cap Upside ETFUPSD
Type
ETF
Peer group
US equity: large companies
Net assets
$101.0M
Expense ratio
0.79%
1-year return
+19.4%
3 years, a year
—
5 years, a year
—
12-month yield
0.64%
Holdings
103
What it aims to do.
The Aptus Large Cap Upside ETF (the Fund) seeks to generate total returns that surpass those of the S&P 500 Index (the Index) with the objective of capturing more than 100% of the market during upward trends and less than 100% of the market during downward trends.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 5.05% |
| AAPL Apple Inc | 4.95% |
| MSFT Microsoft Corp | 3.70% |
| N/A | 3.41% |
| AMZN Amazon.com Inc | 2.32% |
| GOOGL Alphabet Inc | 1.78% |
| GOOG Alphabet Inc | 1.77% |
| WELL Welltower Inc | 1.49% |
| Cboe Global Markets Inc | 1.49% |
| CME CME Group Inc | 1.43% |
More on UPSD.
- UPSD overview
- UPSD holdings
- UPSD risk
- UPSD costs
- UPSD money in and out
- UPSD share classes
- Compare UPSD with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.