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
—
Fund Size
—
Return (1Y)
+16.0%
Track Record
1 year
#3,877 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,588+15.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 27.4% of funddiversified
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
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save UPSD to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18