FBY vs UPSD
Comparison between YIELDMAX(R) META OPTION INCOME STRATEGY ETF (FBY, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
FBY vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FBY vs UPSD - Holdings Comparison
FBY and UPSD have 0 common holdings. Overlap is 0.00%
FBY's top 25 holdings weight is 4.78%. UPSD's top 25 holdings weight is 139.30%.
| Rank | FBY | UPSD |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.78% | RCXTSOA6 TRS 090826 (n/a) - 49.60% |
| #2 | N/A | RCXTSOA6 TRS 052627 (n/a) - 47.77% |
| #3 | N/A | APPLE INC (AAPL) - 5.06% |
| #4 | N/A | NVIDIA CORP (NVDA) - 5.03% |
| #5 | N/A | MICROSOFT CORP (MSFT) - 3.76% |
| #6 | N/A | AMAZON.COM INC (AMZN) - 2.38% |
| #7 | N/A | ALPHABET INC CLASS A (GOOGL) - 1.77% |
| #8 | N/A | ALPHABET INC CLASS C (GOOG) - 1.76% |
| #9 | N/A | CBOE GLOBAL MARKETS INC (CBOE) - 1.69% |
| #10 | N/A | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58% |
| #11 | N/A | WELLTOWER INC (WELL) - 1.49% |
| #12 | N/A | CME GROUP INC CLASS A (CME) - 1.45% |
| #13 | N/A | JOHNSON & JOHNSON (JNJ) - 1.34% |
| #14 | N/A | MARATHON PETROLEUM CORP (MPC) - 1.34% |
| #15 | N/A | MCKESSON CORP (MCK) - 1.32% |
| #16 | N/A | BROADCOM INC (AVGO) - 1.27% |
| #17 | N/A | ALTRIA GROUP INC (MO) - 1.25% |
| #18 | N/A | MONSTER BEVERAGE CORP (MNST) - 1.25% |
| #19 | N/A | COCA-COLA CO (KO) - 1.24% |
| #20 | N/A | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23% |
| #21 | N/A | EXXON MOBIL CORP (XOM) - 1.20% |
| #22 | N/A | CENCORA INC (COR) - 1.19% |
| #23 | N/A | PPL CORP (PPL) - 1.14% |
| #24 | N/A | WASTE MANAGEMENT INC (WM) - 1.10% |
| #25 | N/A | AT&T INC (T) - 1.09% |
| Total Holdings | 1 | 106 |
FBY vs UPSD - Historical Returns
Returns include dividend reinvestment.
FBY vs UPSD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FBY | UPSD |
|---|---|---|
| 2026 | -8.64% | +4.03% |
| 2025 | +0.29% | +12.97% |
| 2024 | +46.81% | -5.14% |
| 2023 | +15.47% | N/A |
FBY vs UPSD Drawdown Comparison
The maximum drawdown for FBY was -31.47%, occurring on Apr 21, 2025. Recovery took 122 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current FBY drawdown is -22.58%. The current UPSD drawdown is -3.31%.
| Rank | FBY | UPSD |
|---|---|---|
| #1 | -31.47% Feb 14, 2025 - Aug 12, 2025 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -29.46% Aug 12, 2025 - Mar 27, 2026 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -15.32% Apr 11, 2024 - Aug 21, 2024 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -11.24% Jul 28, 2023 - Oct 6, 2023 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #5 | -9.91% Oct 17, 2023 - Nov 13, 2023 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -5.26% Nov 7, 2024 - Dec 2, 2024 | -3.31% Jun 1, 2026 - Jun 5, 2026 |
| #7 | -5.22% Nov 22, 2023 - Dec 15, 2023 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -5.06% Jan 6, 2025 - Jan 23, 2025 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -4.87% Dec 12, 2024 - Jan 6, 2025 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -4.50% Feb 2, 2024 - Feb 15, 2024 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -3.95% Mar 7, 2024 - Mar 21, 2024 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -3.94% Aug 21, 2024 - Sep 12, 2024 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -3.30% Oct 14, 2024 - Nov 7, 2024 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -3.12% Mar 25, 2024 - Apr 5, 2024 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
| #15 | -3.00% Dec 28, 2023 - Jan 10, 2024 | -0.59% Sep 11, 2025 - Sep 19, 2025 |
Correlation
Correlation between FBY and UPSD is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2023 - 2026)
FBY vs UPSD dividend yield comparison.
| Year | FBY | UPSD |
|---|---|---|
| 2026 | 20.48% | 0.22% |
| 2025 | 55.43% | 0.67% |
| 2024 | 53.89% | 0.06% |
| 2023 | 8.31% | 0.00% |
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