UPSD - ETF AI Analysis
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Aptus Large Cap Upside ETF (UPSD)
Rating:71Outperform
Price Target:―
Positive Factors
Leading Large-Cap Growth Names
The ETF holds several well-known large technology and growth companies that have shown strong or steady performance, which can help support returns.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, consumer, health care, financials, and others, which helps reduce the impact if one industry struggles.
Healthy Size for a Niche Strategy
With close to $100 million in assets, the fund is large enough to be established while still focused on its specific large-cap upside approach.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Recent Mixed Performance
The ETF has shown weak performance over the year to date despite a stronger recent one-month period, suggesting uneven momentum.
Heavy U.S. Market Dependence
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. market’s ups and downs.
UPSD vs. SPDR S&P 500 ETF (SPY)
AUM103.74M
RegionNorth America
Expense Ratio0.79%
Beta1.12
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. Volume18,102
30 Day Avg. Volume18,722
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
31.98Price 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-established U.S. companies across many sectors, with a strong tilt toward technology, consumer, and health care businesses. It does not track a specific index, but instead is actively built to focus on big, financially solid firms. Well-known holdings include Nvidia and Apple. Someone might consider UPSD if they want long-term growth and broad exposure to leading U.S. companies in a single fund. A key risk is that it still moves with the stock market, so the value can go up and down, especially when large U.S. stocks fall.
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 leans heavily on U.S. Big Tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet doing much of the heavy lifting. Nvidia and Amazon are the clear engines right now, rising on enthusiasm around AI, cloud, and e-commerce. Apple looks steadier, regaining some footing after earlier weakness, while Microsoft’s performance has been more mixed, occasionally losing steam despite strong fundamentals. Alphabet is quietly contributing with solid, if unspectacular, gains. Outside tech, financial names like Cboe add a helpful boost, but the story here is still very much U.S. large-cap tech leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.31% | $5.32M | $5.06T | 99.22% | 76 Outperform | |
| Apple | 4.99% | $5.00M | $3.98T | 27.35% | 79 Outperform | |
| Microsoft | 3.89% | $3.89M | $3.15T | 8.60% | 79 Outperform | |
| Amazon | 2.33% | $2.33M | $2.84T | 39.12% | 71 Outperform | |
| Alphabet Class A | 1.60% | $1.61M | $4.15T | 118.13% | 85 Outperform | |
| Alphabet Class C | 1.60% | $1.60M | $4.15T | 114.58% | 82 Outperform | |
| Cboe Global Markets | 1.53% | $1.53M | $31.82B | 40.65% | 75 Outperform | |
| Welltower | 1.45% | $1.45M | $146.25B | 40.89% | 77 Outperform | |
| CME Group | 1.43% | $1.43M | $103.42B | 5.23% | 74 Outperform | |
| ― | 1.42% | $1.42M | ― | ― | ― |
UPSD Technical Analysis
Positive
―
Price Trends
26.68
Positive
26.87
Positive
26.40
Positive
Market Momentum
0.19
Negative
63.81
Neutral
68.88
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 26.65, equal to the 50-day MA of 26.68, and equal to the 200-day MA of 26.40, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 63.81 is Neutral, neither overbought nor oversold. The STOCH value of 68.88 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
27.24
4.54
20.00%
LVDS
JPMorgan Fundamental Data Science Large Value ETF
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EGGY
NestYield Dynamic Income Shield ETF
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ACEP
ARS Core Equity Portfolio ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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RWLC
Rayliant Quantitative Developed Market Equity 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.
DisclaimerThis 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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