ESGG vs UPSD
Comparison between FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
ESGG vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESGG
$111M
Winner
UPSD
$111M
Expense Ratio
Winner
ESGG
0.42%
UPSD
0.79%
Max Drawdown
ESGG
32.63%
Winner
UPSD
24.04%
Sharpe Ratio
Winner
ESGG
1.52
UPSD
0.91
5Y Beta
Winner
ESGG
0.87
UPSD
1.12
P/E Ratio
Winner
ESGG
26.24
UPSD
27.19
Forward P/E
Winner
ESGG
17.34
UPSD
20.28
PEG Ratio
Winner
ESGG
0.23
UPSD
0.35
5Y Dividends CAGR
ESGG
12.36%
UPSD
N/A
5Y EPS CAGR
Winner
ESGG
29.38%
UPSD
24.23%
Debt to Equity
Winner
ESGG
26.36%
UPSD
80.74%
P/S Ratio
ESGG
4.40
Winner
UPSD
2.01
P/B Ratio
Winner
ESGG
5.21
UPSD
6.16
ESGG vs UPSD - Holdings Comparison
ESGG and UPSD have 20 common holdings. Overlap is -65.40%
ESGG's top 25 holdings weight is 54.12%. UPSD's top 25 holdings weight is 139.22%.
| Rank | ESGG | UPSD |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.38% | RCXTSOA6 TRS 052627 (n/a) - 49.77% |
| #2 | JPMORGAN CHASE & CO (JPM) - 5.18% | RCXTSOA6 TRS 090826 (n/a) - 47.78% |
| #3 | NVIDIA CORP (NVDA) - 5.02% | APPLE INC (AAPL) - 4.94% |
| #4 | BROADCOM INC (AVGO) - 4.97% | NVIDIA CORP (NVDA) - 4.82% |
| #5 | MICROSOFT CORP (MSFT) - 4.93% | MICROSOFT CORP (MSFT) - 2.74% |
| #6 | MICRON TECHNOLOGY INC (MU) - 4.40% | MICRON TECHNOLOGY INC (MU) - 2.29% |
| #7 | ELI LILLY AND CO (LLY) - 3.64% | AMAZON.COM INC (AMZN) - 1.93% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.30% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% | ALPHABET INC CLASS A (GOOGL) - 1.71% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.91% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | DATADOG INC CLASS A (DDOG) - 1.60% |
| #12 | WALMART INC (WMT) - 1.41% | JOHNSON & JOHNSON (JNJ) - 1.58% |
| #13 | ASML HOLDING NV (n/a) - 1.35% | WELLTOWER INC (WELL) - 1.47% |
| #14 | WELLS FARGO & CO (WFC) - 1.26% | MONSTER BEVERAGE CORP (MNST) - 1.44% |
| #15 | MERCK & CO INC (MRK) - 1.15% | CARDINAL HEALTH INC (CAH) - 1.39% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.14% | MARATHON PETROLEUM CORP (MPC) - 1.34% |
| #17 | COCA-COLA CO (KO) - 0.91% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #18 | INTEL CORP (INTC) - 0.89% | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% |
| #19 | CITIGROUP INC (C) - 0.86% | ELI LILLY AND CO (LLY) - 1.24% |
| #20 | GE VERNOVA INC (GEV) - 0.78% | ALTRIA GROUP INC (MO) - 1.23% |
| #21 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.26% | BROADCOM INC (AVGO) - 1.20% |
| #22 | CINTAS CORP (CTAS) - 0.26% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% |
| #23 | NTT INC (n/a) - 0.26% | CHUBB LTD (CB) - 1.14% |
| #24 | CORNING INC (GLW) - 0.25% | ABBVIE INC (ABBV) - 1.14% |
| #25 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.25% | MCKESSON CORP (MCK) - 1.13% |
| Total Holdings | 659 | 106 |
ESGG vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
ESGG
-0.33%
Winner
UPSD
+4.23%
3M
Winner
ESGG
+9.06%
UPSD
+8.53%
6M
Winner
ESGG
+13.09%
UPSD
+8.10%
1Y
Winner
ESGG
+24.99%
UPSD
+17.07%
5Y(CAGR)
ESGG
+12.34%
UPSD
N/A
10Y(CAGR)
ESGG
+13.91%
UPSD
N/A
Max(CAGR)
Winner
ESGG
+13.85%
UPSD
+9.37%
ESGG vs UPSD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | ESGG | UPSD |
|---|---|---|
| 2026 | +13.54% | +8.59% |
| 2025 | +24.13% | +12.97% |
| 2024 | +15.55% | -5.14% |
| 2023 | +25.35% | N/A |
| 2022 | -19.27% | N/A |
| 2021 | +24.58% | N/A |
| 2020 | +16.18% | N/A |
| 2019 | +29.68% | N/A |
| 2018 | -8.88% | N/A |
| 2017 | +23.89% | N/A |
| 2016 | +4.49% | N/A |
ESGG vs UPSD Drawdown Comparison
The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current ESGG drawdown is -1.10%. The current UPSD drawdown is -0.34%.
| Rank | ESGG | UPSD |
|---|---|---|
| #1 | -32.30% Feb 12, 2020 - Aug 12, 2020 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -27.57% Jan 4, 2022 - Dec 19, 2023 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -19.57% Jan 26, 2018 - Jun 20, 2019 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -16.71% Feb 18, 2025 - May 19, 2025 | -5.02% Jun 1, 2026 - Jul 6, 2026 |
| #5 | -9.23% Sep 2, 2020 - Nov 11, 2020 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -9.16% Feb 9, 2026 - Apr 16, 2026 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -8.39% Jul 16, 2024 - Aug 30, 2024 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -5.89% Jul 15, 2019 - Sep 12, 2019 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -5.37% Sep 7, 2021 - Oct 26, 2021 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -5.07% Mar 28, 2024 - May 15, 2024 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -4.75% Jun 2, 2026 - Jun 10, 2026 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -4.64% Nov 8, 2021 - Dec 27, 2021 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -4.60% Nov 12, 2025 - Dec 10, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -4.27% Feb 16, 2021 - Mar 17, 2021 | -0.81% Jul 16, 2026 - Jul 20, 2026 |
| #15 | -4.27% Dec 6, 2024 - Jan 24, 2025 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
Correlation
Correlation between ESGG and UPSD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
ESGG vs UPSD dividend yield comparison.
| Year | ESGG | UPSD |
|---|---|---|
| 2026 | 0.71% | 0.34% |
| 2025 | 1.39% | 0.67% |
| 2024 | 1.84% | 0.06% |
| 2023 | 1.73% | 0.00% |
| 2022 | 1.83% | 0.00% |
| 2021 | 1.34% | 0.00% |
| 2020 | 1.36% | 0.00% |
| 2019 | 1.94% | 0.00% |
| 2018 | 2.12% | 0.00% |
| 2017 | 1.71% | 0.00% |
| 2016 | 0.87% | 0.00% |
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