LVDS vs UPSD
Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).
LVDS vs UPSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LVDS
$101M
UPSD
$101M
Expense Ratio
Winner
LVDS
0.30%
UPSD
0.79%
Max Drawdown
Winner
LVDS
8.07%
UPSD
24.04%
Sharpe Ratio
Winner
LVDS
1.71
UPSD
0.93
5Y Beta
Winner
LVDS
0.68
UPSD
1.13
P/E Ratio
Winner
LVDS
22.67
UPSD
25.63
Forward P/E
Winner
LVDS
17.40
UPSD
20.16
PEG Ratio
LVDS
0.56
Winner
UPSD
0.55
5Y EPS CAGR
LVDS
13.11%
Winner
UPSD
23.38%
Debt to Equity
Winner
LVDS
9.65%
UPSD
93.17%
P/S Ratio
LVDS
2.36
Winner
UPSD
1.83
P/B Ratio
Winner
LVDS
3.22
UPSD
5.75
LVDS vs UPSD - Holdings Comparison
LVDS and UPSD have 32 common holdings. Overlap is -68.64%
LVDS's top 25 holdings weight is 40.96%. UPSD's top 25 holdings weight is 139.30%.
| Rank | LVDS | UPSD |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 3.80% | RCXTSOA6 TRS 090826 (n/a) - 49.60% |
| #2 | MICRON TECHNOLOGY INC (MU) - 2.96% | RCXTSOA6 TRS 052627 (n/a) - 47.77% |
| #3 | AMAZON.COM INC (AMZN) - 2.49% | APPLE INC (AAPL) - 5.06% |
| #4 | EXXON MOBIL CORP (XOM) - 2.40% | NVIDIA CORP (NVDA) - 5.03% |
| #5 | BANK OF AMERICA CORP (BAC) - 1.90% | MICROSOFT CORP (MSFT) - 3.76% |
| #6 | WELLS FARGO & CO (WFC) - 1.82% | AMAZON.COM INC (AMZN) - 2.38% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.79% | ALPHABET INC CLASS A (GOOGL) - 1.77% |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.75% | ALPHABET INC CLASS C (GOOG) - 1.76% |
| #9 | ANALOG DEVICES INC (ADI) - 1.70% | CBOE GLOBAL MARKETS INC (CBOE) - 1.69% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.47% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58% |
| #11 | MORGAN STANLEY (MS) - 1.47% | WELLTOWER INC (WELL) - 1.49% |
| #12 | RTX CORP (RTX) - 1.43% | CME GROUP INC CLASS A (CME) - 1.45% |
| #13 | NEXTERA ENERGY INC (NEE) - 1.40% | JOHNSON & JOHNSON (JNJ) - 1.34% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.38% | MARATHON PETROLEUM CORP (MPC) - 1.34% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.33% | MCKESSON CORP (MCK) - 1.32% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 1.30% | BROADCOM INC (AVGO) - 1.27% |
| #17 | WALMART INC (WMT) - 1.30% | ALTRIA GROUP INC (MO) - 1.25% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.29% | MONSTER BEVERAGE CORP (MNST) - 1.25% |
| #19 | EATON CORP PLC (ETN) - 1.23% | COCA-COLA CO (KO) - 1.24% |
| #20 | CONOCOPHILLIPS (COP) - 1.20% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23% |
| #21 | DEERE & CO (DE) - 1.16% | EXXON MOBIL CORP (XOM) - 1.20% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.14% | CENCORA INC (COR) - 1.19% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.11% | PPL CORP (PPL) - 1.14% |
| #24 | CSX CORP (CSX) - 1.07% | WASTE MANAGEMENT INC (WM) - 1.10% |
| #25 | LOWE'S COMPANIES INC (LOW) - 1.07% | AT&T INC (T) - 1.09% |
| Total Holdings | 137 | 106 |
LVDS vs UPSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LVDS
+2.18%
UPSD
+1.91%
3M
Winner
LVDS
+7.72%
UPSD
+0.70%
6M
Winner
LVDS
+13.61%
UPSD
+3.97%
1Y
Winner
LVDS
+20.78%
UPSD
+17.92%
Max(CAGR)
Winner
LVDS
+23.56%
UPSD
+7.14%
LVDS vs UPSD - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LVDS | UPSD |
|---|---|---|
| 2026 | +11.81% | +4.03% |
| 2025 | +7.23% | +12.97% |
| 2024 | N/A | -5.14% |
LVDS vs UPSD Drawdown Comparison
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The current LVDS drawdown is -1.48%. The current UPSD drawdown is -3.31%.
| Rank | LVDS | UPSD |
|---|---|---|
| #1 | -6.64% Feb 11, 2026 - Apr 17, 2026 | -23.85% Dec 4, 2024 - Aug 13, 2025 |
| #2 | -3.59% Nov 12, 2025 - Nov 26, 2025 | -11.91% Mar 2, 2026 - May 13, 2026 |
| #3 | -2.91% Oct 6, 2025 - Oct 24, 2025 | -6.19% Oct 27, 2025 - Dec 24, 2025 |
| #4 | -2.60% Jul 23, 2025 - Aug 13, 2025 | -3.81% Oct 8, 2025 - Oct 27, 2025 |
| #5 | -2.22% Oct 27, 2025 - Nov 12, 2025 | -3.39% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -1.48% Jun 4, 2026 - Jun 5, 2026 | -3.31% Jun 1, 2026 - Jun 5, 2026 |
| #7 | -1.40% Jan 16, 2026 - Jan 21, 2026 | -2.03% Feb 2, 2026 - Feb 6, 2026 |
| #8 | -1.35% Jul 14, 2025 - Jul 22, 2025 | -2.00% Feb 11, 2026 - Feb 24, 2026 |
| #9 | -1.16% May 6, 2026 - May 14, 2026 | -1.59% Dec 24, 2025 - Jan 9, 2026 |
| #10 | -1.16% May 14, 2026 - May 22, 2026 | -1.53% May 14, 2026 - May 22, 2026 |
| #11 | -1.05% Jan 6, 2026 - Jan 9, 2026 | -1.39% Aug 22, 2025 - Sep 4, 2025 |
| #12 | -0.91% Dec 24, 2025 - Jan 5, 2026 | -1.33% Sep 22, 2025 - Sep 29, 2025 |
| #13 | -0.91% Dec 11, 2025 - Dec 22, 2025 | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -0.89% Apr 30, 2026 - May 6, 2026 | -0.74% Jan 28, 2026 - Feb 2, 2026 |
| #15 | -0.88% Dec 3, 2025 - Dec 10, 2025 | -0.59% Sep 11, 2025 - Sep 19, 2025 |
Correlation
Correlation between LVDS and UPSD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2024 - 2026)
LVDS vs UPSD dividend yield comparison.
| Year | LVDS | UPSD |
|---|---|---|
| 2026 | 0.28% | 0.22% |
| 2025 | 8.25% | 0.67% |
| 2024 | 0.00% | 0.06% |
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