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UPSD - ETF AI Analysis
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Aptus Large Cap Upside ETF (UPSD)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Exposure to Leading U.S. Companies
Top holdings include well-known large U.S. firms in technology, consumer, and health care, giving investors access to established market leaders.
Several Strongly Performing Holdings
Some of the top positions, such as Alphabet shares, Cencora, McKesson, and Dollar General, have shown strong or steady performance, helping offset weaker names in the portfolio.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the return is eaten up by fees each year.
Recent Weak Overall Performance
The ETF has shown weak performance over the past month, three months, and year to date, which may concern investors looking for near-term strength.
Heavy U.S. and Mega-Cap Tech Focus
With most assets in U.S. stocks and a large weight in big technology names like Apple, Nvidia, and Microsoft that have recently lagged, the fund is exposed to concentrated country and style risk.
UPSD Historical Chart
AUM97.96M
RegionNorth America
Expense Ratio0.79%
Beta1.15
IssuerAptus
Inception DateNov 20, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,559
30 Day Avg. Volume15,408
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
UPSD Summary
The Aptus Large Cap Upside ETF (UPSD) invests mainly in large, well-known U.S. companies across many sectors, with a focus on technology, health care, finance, and consumer businesses. It does not track a specific index, but instead aims to pick strong large-cap stocks to capture growth while still offering some stability. Well-known holdings include Apple, Microsoft, Nvidia, Amazon, and Alphabet (Google). Someone might invest in UPSD to get diversified exposure to leading U.S. companies with growth potential. A key risk is that it can rise or fall with the overall stock market, especially big tech names.
How much will it cost me?The Aptus Large Cap Upside ETF (Ticker: UPSD) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Aptus Large Cap Upside ETF (UPSD) could benefit from continued growth in the technology sector, as its top holdings include major players like Nvidia, Apple, and Microsoft, which are well-positioned to capitalize on innovation and demand for tech products. However, rising interest rates or economic slowdowns could negatively impact consumer spending and corporate earnings, particularly in sectors like Consumer Defensive and Financials, which also have significant exposure in the fund.
UPSD Top 10 Holdings
UPSD is leaning heavily on Big Tech, with Microsoft, Apple, and Nvidia sitting in the driver’s seat but lately losing some speed, as all three have shown softer or mixed momentum. That weakness has been partly offset by a rising cast of U.S. consumer and healthcare names: Dollar General has been a bright spot, while Cencora and McKesson are quietly steady contributors. Alphabet’s twin share classes add another tech engine that’s still humming. Overall, this is a U.S.-centric, tech-tilted fund where a few mega-cap names still call the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 4.89% | $4.78M | $4.02T | 15.94% | 79 Outperform | |
| Nvidia | 4.67% | $4.56M | $4.58T | 44.91% | 76 Outperform | |
| Microsoft | 3.67% | $3.59M | $3.07T | 1.11% | 79 Outperform | |
| Amazon | 1.77% | $1.73M | $2.22T | -8.83% | 71 Outperform | |
| CME Group | 1.50% | $1.46M | $110.62B | 23.41% | 74 Outperform | |
| McKesson | 1.49% | $1.46M | $114.55B | 61.73% | 62 Neutral | |
| Alphabet Class C | 1.44% | $1.41M | $3.85T | 74.94% | 82 Outperform | |
| Alphabet Class A | 1.44% | $1.41M | $3.85T | 76.64% | 85 Outperform | |
| Johnson & Johnson | 1.39% | $1.36M | $574.26B | 53.70% | 78 Outperform | |
| Cencora | 1.38% | $1.35M | $70.03B | 49.13% | 70 Neutral |
UPSD Technical Analysis
Positive
―
Price Trends
27.02
Positive
26.73
Positive
25.53
Positive
Market Momentum
0.15
Negative
60.25
Neutral
67.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UPSD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.31, equal to the 50-day MA of 27.02, and equal to the 200-day MA of 25.53, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 60.25 is Neutral, neither overbought nor oversold. The STOCH value of 67.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UPSD.
UPSD Peer Comparison
Comparison Results
Performance Comparison
UPSD
Aptus Large Cap Upside ETF
27.77
2.63
10.46%
LVDS
JPMorgan Fundamental Data Science Large Value ETF
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ACEP
ARS Core Equity Portfolio ETF
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EGGY
NestYield Dynamic Income Shield ETF
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HUSV
First Trust Horizon Managed Volatility Domestic ETF
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EGGQ
NestYield Visionary ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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