GOLY vs UPSD
Comparison between STRATEGY SHARES GOLD ENHANCED YIELD ETF (GOLY, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
GOLY vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GOLY
$111M
Winner
UPSD
$112M
Expense Ratio
GOLY
0.90%
Winner
UPSD
0.79%
Max Drawdown
GOLY
36.93%
Winner
UPSD
24.04%
Sharpe Ratio
GOLY
0.02
Winner
UPSD
0.90
5Y Beta
Winner
GOLY
0.42
UPSD
1.13
P/E Ratio
GOLY
N/A
UPSD
27.03
Forward P/E
GOLY
N/A
UPSD
20.34
PEG Ratio
GOLY
N/A
UPSD
0.43
5Y EPS CAGR
GOLY
N/A
UPSD
24.74%
Debt to Equity
GOLY
N/A
UPSD
79.36%
P/S Ratio
GOLY
N/A
UPSD
2.02
P/B Ratio
GOLY
N/A
UPSD
6.00
GOLY vs UPSD - Holdings Comparison
GOLY and UPSD have 1 common holdings. Overlap is -87.87%
GOLY's top 25 holdings weight is 91.94%. UPSD's top 25 holdings weight is 138.48%.
| Rank | GOLY | UPSD |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 3.375% (n/a) - 37.98% | RCXTSOA6 TRS 052627 (n/a) - 49.14% |
| #2 | SSGH FUND LTD CFC (n/a) - 20.91% | RCXTSOA6 TRS 090826 (n/a) - 47.17% |
| #3 | UNITED STATES TREASURY NOTES 3.75% (n/a) - 6.68% | APPLE INC (AAPL) - 5.31% |
| #4 | CITIGROUP INC. 4.412% (n/a) - 1.58% | NVIDIA CORP (NVDA) - 5.30% |
| #5 | ANHEUSER-BUSCH COMPANIES LLC / ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.7% (n/a) - 1.56% | MICROSOFT CORP (MSFT) - 3.20% |
| #6 | EQUINIX, INC. 3.2% (n/a) - 1.53% | MICRON TECHNOLOGY INC (MU) - 2.09% |
| #7 | WALT DISNEY COMPANY 2.65% (n/a) - 1.48% | AMAZON.COM INC (AMZN) - 2.05% |
| #8 | VERIZON COMMUNICATIONS INC. 4.522% (n/a) - 1.31% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% |
| #9 | BOEING CO. 5.15% (n/a) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 1.71% |
| #10 | METLIFE INC. 4.55% (n/a) - 1.21% | ALPHABET INC CLASS C (GOOG) - 1.68% |
| #11 | WELLS FARGO & CO. 3% (n/a) - 1.20% | DATADOG INC CLASS A (DDOG) - 1.63% |
| #12 | JPMORGAN CHASE & CO. 4.493% (n/a) - 1.20% | BROADCOM INC (AVGO) - 1.51% |
| #13 | CVS HEALTH CORP 4.3% (n/a) - 1.20% | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% |
| #14 | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 1.19% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #15 | B.A.T. CAPITAL CORPORATION 3.557% (n/a) - 1.19% | MARATHON PETROLEUM CORP (MPC) - 1.36% |
| #16 | ABBVIE INC. 3.2% (n/a) - 1.15% | MONSTER BEVERAGE CORP (MNST) - 1.31% |
| #17 | CHEVRON CORP. 2.236% (n/a) - 1.11% | WELLTOWER INC (WELL) - 1.25% |
| #18 | NEXTERA ENERGY CAPITAL HOLDINGS INC 2.25% (n/a) - 1.09% | EXXON MOBIL CORP (XOM) - 1.20% |
| #19 | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 1.09% | ALTRIA GROUP INC (MO) - 1.17% |
| #20 | AMAZON.COM, INC. 1.5% (n/a) - 1.07% | CARDINAL HEALTH INC (CAH) - 1.13% |
| #21 | ORACLE CORP. 5.375% (n/a) - 1.06% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% |
| #22 | GOLDMAN SACHS GROUP, INC. 1.992% (n/a) - 1.06% | PALO ALTO NETWORKS INC (PANW) - 1.11% |
| #23 | COCA-COLA CO (THE) 1.375% (n/a) - 1.05% | MCKESSON CORP (MCK) - 1.09% |
| #24 | ORANGE SA 9% (n/a) - 0.94% | ELI LILLY AND CO (LLY) - 1.09% |
| #25 | SHELL INTERNATIONAL FINANCE B.V. 6.375% (n/a) - 0.88% | CME GROUP INC CLASS A (CME) - 1.08% |
| Total Holdings | 37 | 106 |
GOLY vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
GOLY
-10.42%
Winner
UPSD
+0.03%
3M
GOLY
-23.34%
Winner
UPSD
+4.29%
6M
GOLY
-21.95%
Winner
UPSD
+4.97%
1Y
GOLY
-4.17%
Winner
UPSD
+16.94%
5Y(CAGR)
GOLY
+4.75%
UPSD
N/A
Max(CAGR)
GOLY
+5.29%
Winner
UPSD
+7.51%
GOLY vs UPSD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | GOLY | UPSD |
|---|---|---|
| 2026 | -22.75% | +4.71% |
| 2025 | +54.77% | +12.97% |
| 2024 | +20.63% | -5.14% |
| 2023 | +11.48% | N/A |
| 2022 | -18.17% | N/A |
| 2021 | -1.31% | N/A |
GOLY vs UPSD Drawdown Comparison
The maximum drawdown for GOLY was -36.08%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current GOLY drawdown is -33.55%. The current UPSD drawdown is -2.67%.
| Rank | GOLY | UPSD |
|---|---|---|
| #1 | -36.08% Feb 27, 2026 - Jun 10, 2026 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -35.97% Mar 8, 2022 - Aug 16, 2024 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -16.14% Jan 28, 2026 - Feb 23, 2026 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -10.80% Oct 20, 2025 - Dec 23, 2025 | -5.02% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -10.08% Jun 11, 2021 - Mar 8, 2022 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #6 | -9.65% Apr 2, 2025 - Apr 16, 2025 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -9.32% Oct 30, 2024 - Feb 4, 2025 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -8.35% May 6, 2025 - Jun 12, 2025 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -5.61% Jun 23, 2025 - Aug 29, 2025 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -5.06% Apr 21, 2025 - May 6, 2025 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -5.04% Dec 26, 2025 - Jan 12, 2026 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -3.97% Sep 26, 2024 - Oct 22, 2024 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -3.34% Feb 24, 2025 - Mar 18, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -2.77% Aug 29, 2024 - Sep 10, 2024 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
| #15 | -2.03% Oct 8, 2025 - Oct 13, 2025 | -0.59% Sep 11, 2025 - Sep 19, 2025 |
Correlation
Correlation between GOLY and UPSD is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2021 - 2026)
GOLY vs UPSD dividend yield comparison.
| Year | GOLY | UPSD |
|---|---|---|
| 2026 | 3.17% | 0.22% |
| 2025 | 7.22% | 0.67% |
| 2024 | 3.85% | 0.06% |
| 2023 | 2.94% | 0.00% |
| 2022 | 2.57% | 0.00% |
| 2021 | 1.11% | 0.00% |
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