UPSDETF Series Solutions - Aptus Large Cap Upside ETF
Seeks to generate total returns that surpass those of the S&P 500 Index.
Launched 2024
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Return (1Y)Goal
+17.3%
Track Record
1 year
#3,862 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,829+18.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 27.4% of fund✓ well diversified
NVIDIA Corp
5.0%
Apple Inc
5.0%
Microsoft Corp
3.7%
N/A
3.4%
Amazon.com Inc
2.3%
Alphabet Inc
1.8%
Alphabet Inc
1.8%
Welltower Inc
1.5%
Cboe Global Markets Inc
1.5%
CME Group Inc
1.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.5%Moderate
Year-on-year price swings
Max drawdown
-23.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to generate total returns that surpass those of the S&P 500 Index.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of large cap U.S. companies, utilizing options, futures, and total return swaps to capture market upside. Employs quality, value, and growth screens to reduce volatility and enhance returns.
- Inception date
- November 21, 2024
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Data updated on 2026-08-04