FMCX vs UPSD
Comparison between FM FOCUS EQUITY ETF (FMCX, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
FMCX vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMCX
$117M
Winner
UPSD
$117M
Expense Ratio
Winner
FMCX
0.72%
UPSD
0.79%
Max Drawdown
Winner
FMCX
18.54%
UPSD
24.04%
Sharpe Ratio
FMCX
0.37
Winner
UPSD
0.98
5Y Beta
Winner
FMCX
0.76
UPSD
1.11
P/E Ratio
FMCX
27.30
Winner
UPSD
25.58
Forward P/E
FMCX
23.06
Winner
UPSD
20.65
PEG Ratio
FMCX
0.37
Winner
UPSD
0.28
5Y EPS CAGR
FMCX
16.66%
Winner
UPSD
25.51%
Debt to Equity
Winner
FMCX
4.96%
UPSD
58.20%
P/S Ratio
FMCX
3.74
Winner
UPSD
2.03
P/B Ratio
Winner
FMCX
5.28
UPSD
6.10
FMCX vs UPSD - Holdings Comparison
FMCX and UPSD have 11 common holdings. Overlap is 13.42%
FMCX's top 25 holdings weight is 88.25%. UPSD's top 25 holdings weight is 139.22%.
| Rank | FMCX | UPSD |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 6.79% | RCXTSOA6 TRS 052627 (n/a) - 49.77% |
| #2 | GE AEROSPACE (GE) - 5.53% | RCXTSOA6 TRS 090826 (n/a) - 47.78% |
| #3 | KKR & CO INC ORDINARY SHARES (KKR) - 5.42% | APPLE INC (AAPL) - 4.94% |
| #4 | GOLDMAN SACHS FS GOVERNMENT INSTL (FGTXX) - 5.04% | NVIDIA CORP (NVDA) - 4.82% |
| #5 | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 4.82% | MICROSOFT CORP (MSFT) - 2.74% |
| #6 | O'REILLY AUTOMOTIVE INC (ORLY) - 4.39% | MICRON TECHNOLOGY INC (MU) - 2.29% |
| #7 | DANAHER CORP (DHR) - 4.33% | AMAZON.COM INC (AMZN) - 1.93% |
| #8 | LINDE PLC (LIN) - 3.64% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% |
| #9 | BROADCOM INC (AVGO) - 3.64% | ALPHABET INC CLASS A (GOOGL) - 1.71% |
| #10 | APPLIED MATERIALS INC (AMAT) - 3.53% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #11 | VERALTO CORP (VLTO) - 3.44% | DATADOG INC CLASS A (DDOG) - 1.60% |
| #12 | AMAZON.COM INC (AMZN) - 3.33% | JOHNSON & JOHNSON (JNJ) - 1.58% |
| #13 | BLACKLINE INC (BL) - 3.32% | WELLTOWER INC (WELL) - 1.47% |
| #14 | AUTOZONE INC (AZO) - 3.11% | MONSTER BEVERAGE CORP (MNST) - 1.44% |
| #15 | ASML HOLDING NV ADR (ASML) - 2.99% | CARDINAL HEALTH INC (CAH) - 1.39% |
| #16 | INTEL CORP (INTC) - 2.93% | MARATHON PETROLEUM CORP (MPC) - 1.34% |
| #17 | NIKE INC CLASS B (NKE) - 2.83% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #18 | CHUBB LTD (CB) - 2.68% | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% |
| #19 | HONEYWELL INTERNATIONAL INC (HON) - 2.62% | ELI LILLY AND CO (LLY) - 1.24% |
| #20 | SALESFORCE INC (CRM) - 2.45% | ALTRIA GROUP INC (MO) - 1.23% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 2.44% | BROADCOM INC (AVGO) - 1.20% |
| #22 | UNION PACIFIC CORP (UNP) - 2.39% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% |
| #23 | ORACLE CORP (ORCL) - 2.25% | CHUBB LTD (CB) - 1.14% |
| #24 | GE VERNOVA INC (GEV) - 2.22% | ABBVIE INC (ABBV) - 1.14% |
| #25 | POOL CORP (POOL) - 2.12% | MCKESSON CORP (MCK) - 1.13% |
| Total Holdings | 33 | 106 |
FMCX vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
FMCX
+4.75%
Winner
UPSD
+5.44%
3M
FMCX
-0.11%
Winner
UPSD
+6.29%
6M
FMCX
+7.77%
Winner
UPSD
+8.32%
1Y
FMCX
+8.91%
Winner
UPSD
+19.18%
5Y(CAGR)
FMCX
+10.34%
UPSD
N/A
Max(CAGR)
FMCX
+10.34%
Winner
UPSD
+11.64%
FMCX vs UPSD - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | FMCX | UPSD |
|---|---|---|
| 2026 | +6.38% | +13.54% |
| 2025 | +11.52% | +12.97% |
| 2024 | +20.26% | -5.14% |
| 2023 | +22.02% | N/A |
| 2022 | -11.16% | N/A |
FMCX vs UPSD Drawdown Comparison
The maximum drawdown for FMCX was -17.70%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current FMCX drawdown is -2.68%. The current UPSD drawdown is -1.37%.
| Rank | FMCX | UPSD |
|---|---|---|
| #1 | -17.70% Jan 23, 2025 - Jun 26, 2025 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -17.33% Aug 16, 2022 - Jun 15, 2023 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -15.15% Apr 25, 2022 - Aug 15, 2022 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -12.59% Jan 12, 2026 - Apr 30, 2026 | -5.02% Jun 1, 2026 - Jul 6, 2026 |
| #5 | -11.66% Jul 25, 2023 - Nov 30, 2023 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -6.71% Jul 16, 2024 - Aug 19, 2024 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -6.22% Oct 6, 2025 - Jan 9, 2026 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -6.16% Jun 30, 2026 - Aug 4, 2026 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -6.01% Mar 21, 2024 - Jun 21, 2024 | -1.95% Jul 16, 2026 - Jul 28, 2026 |
| #10 | -5.84% Dec 6, 2024 - Jan 22, 2025 | -1.92% Aug 14, 2026 - Aug 20, 2026 |
| #11 | -4.26% Aug 30, 2024 - Sep 16, 2024 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #12 | -4.21% Jun 1, 2026 - Jun 18, 2026 | -1.53% May 14, 2026 - May 22, 2026 |
| #13 | -3.86% Oct 18, 2024 - Nov 7, 2024 | -1.51% Jul 28, 2026 - Jul 31, 2026 |
| #14 | -3.09% May 8, 2026 - Jun 1, 2026 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #15 | -2.87% Aug 13, 2026 - Aug 24, 2026 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
Correlation
Correlation between FMCX and UPSD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
FMCX vs UPSD dividend yield comparison.
| Year | FMCX | UPSD |
|---|---|---|
| 2026 | 0.08% | 0.33% |
| 2025 | 0.35% | 0.67% |
| 2024 | 2.12% | 0.06% |
| 2023 | 1.34% | 0.00% |
| 2022 | 1.19% | 0.00% |
Select Stocks to Compare
Popular: FMCX vs SPYUPSD vs SPY
More Comparisons
Compare with similar stocks