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UPSD - ETF Fact Sheet

Aptus Large Cap Upside ETF - USD

Fund Identification

Ticker

UPSD

ISIN

US26922B4445

Main Metrics

Price

$28.75

Expense Ratio

0.79%

AuM

$113.56M

Tracking Difference

%

Ratings

Trackinsight rating

N/A

Official Investment Strategy

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.

UPSD's historical prices, performance, and flows

-3.0-2.0-1.00.01.02.03.0%
1m returns
1.83%
1m flows
$1M
* Net total returns
All data as of 17 July 2026

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UPSD's characteristics

Manager

Manager statistics

20 funds, $6.72Bn in AUM

Asset class

Equity

Dividend policy

Distributing

UPSD's exposure

The UPSD ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

3.0%