PFIG vs UPSD

Comparison between INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF) and APTUS LARGE CAP UPSIDE ETF (UPSD, ETF).

PFIG vs UPSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFIG(ETF)	UPSD(ETF)
Net Assets	$117M	$117M
Expense Ratio	0.22%	0.79%
Max Drawdown	19.63%	24.04%
Sharpe Ratio	-0.36	0.98
5Y Beta	0.05	1.11
P/E Ratio	N/A	25.58
Forward P/E	N/A	20.65
PEG Ratio	N/A	0.28
5Y Dividends CAGR	6.94%	N/A
5Y EPS CAGR	N/A	25.51%
Debt to Equity	N/A	58.20%
P/S Ratio	N/A	2.03
P/B Ratio	N/A	6.10

Net Assets

Winner

PFIG

$117M

UPSD

$117M

Expense Ratio

Winner

PFIG

0.22%

UPSD

0.79%

Max Drawdown

Winner

PFIG

19.63%

UPSD

24.04%

Sharpe Ratio

PFIG

-0.36

Winner

UPSD

0.98

5Y Beta

Winner

PFIG

0.05

UPSD

1.11

P/E Ratio

PFIG

N/A

UPSD

25.58

Forward P/E

PFIG

N/A

UPSD

20.65

PEG Ratio

PFIG

N/A

UPSD

0.28

5Y Dividends CAGR

PFIG

6.94%

UPSD

N/A

5Y EPS CAGR

PFIG

N/A

UPSD

25.51%

Debt to Equity

PFIG

N/A

UPSD

58.20%

P/S Ratio

PFIG

N/A

UPSD

2.03

P/B Ratio

PFIG

N/A

UPSD

6.10

PFIG vs UPSD - Historical Returns

Returns include dividend reinvestment.

Period	PFIG	UPSD
1 month	+0.76%	+5.44%
3 months	+0.45%	+6.29%
6 months	-0.42%	+8.32%
1 year	+2.84%	+19.18%
5 years(CAGR)	+1.27%	N/A
10 years(CAGR)	+2.34%	N/A
Max(CAGR)	+2.76%	+11.64%

PFIG

+0.76%

Winner

UPSD

+5.44%

PFIG

+0.45%

Winner

UPSD

+6.29%

PFIG

-0.42%

Winner

UPSD

+8.32%

PFIG

+2.84%

Winner

UPSD

+19.18%

5Y(CAGR)

PFIG

+1.27%

UPSD

N/A

10Y(CAGR)

PFIG

+2.34%

UPSD

N/A

Max(CAGR)

PFIG

+2.76%

Winner

UPSD

+11.64%

PFIG vs UPSD - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	PFIG	UPSD
2026	+0.59%	+13.54%
2025	+7.73%	+12.97%
2024	+3.68%	-5.14%
2023	+6.70%	N/A
2022	-9.69%	N/A
2021	-1.30%	N/A
2020	+7.50%	N/A
2019	+9.72%	N/A
2018	-0.66%	N/A
2017	+3.47%	N/A
2016	+3.40%	N/A
2015	+0.95%	N/A
2014	+4.60%	N/A
2013	-1.16%	N/A
2012	+5.60%	N/A
2011	+1.99%	N/A

PFIG vs UPSD Drawdown Comparison

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.

The current PFIG drawdown is -0.57%. The current UPSD drawdown is -1.37%.

Rank	PFIG	UPSD
#1	-15.58% Aug 3, 2021 - Apr 3, 2025	-23.85% Dec 4, 2024 - Aug 13, 2025
#2	-14.64% Mar 3, 2020 - May 29, 2020	-11.91% Mar 2, 2026 - May 13, 2026
#3	-5.24% May 1, 2013 - Apr 11, 2014	-6.19% Oct 27, 2025 - Dec 24, 2025
#4	-4.08% Nov 1, 2011 - May 7, 2012	-5.02% Jun 1, 2026 - Jul 6, 2026
#5	-3.65% Sep 27, 2016 - Jun 2, 2017	-3.81% Oct 8, 2025 - Oct 27, 2025
#6	-3.41% Sep 5, 2017 - Jan 30, 2019	-3.39% Jan 12, 2026 - Jan 26, 2026
#7	-2.89% Dec 30, 2020 - Jul 19, 2021	-2.03% Feb 2, 2026 - Feb 6, 2026
#8	-2.48% Sep 22, 2011 - Oct 19, 2011	-2.00% Feb 11, 2026 - Feb 24, 2026
#9	-2.32% Apr 1, 2015 - Mar 16, 2016	-1.95% Jul 16, 2026 - Jul 28, 2026
#10	-2.03% Apr 4, 2025 - May 30, 2025	-1.92% Aug 14, 2026 - Aug 20, 2026
#11	-1.95% Feb 23, 2026 - Mar 26, 2026	-1.59% Dec 24, 2025 - Jan 9, 2026
#12	-1.76% Oct 15, 2014 - Jan 12, 2015	-1.53% May 14, 2026 - May 22, 2026
#13	-1.55% Sep 4, 2019 - Oct 3, 2019	-1.51% Jul 28, 2026 - Jul 31, 2026
#14	-1.38% May 18, 2012 - Jun 18, 2012	-1.39% Aug 22, 2025 - Sep 4, 2025
#15	-1.37% Dec 5, 2012 - Apr 4, 2013	-1.33% Sep 22, 2025 - Sep 29, 2025

Correlation

Correlation between PFIG and UPSD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

PFIG vs UPSD dividend yield comparison.

Year	PFIG	UPSD
2026	2.95%	0.33%
2025	4.15%	0.67%
2024	4.12%	0.06%
2023	3.54%	0.00%
2022	2.58%	0.00%
2021	3.34%	0.00%
2020	2.81%	0.00%
2019	2.92%	0.00%
2018	2.88%	0.00%
2017	2.54%	0.00%
2016	2.58%	0.00%
2015	2.57%	0.00%
2014	2.39%	0.00%
2013	2.19%	0.00%
2012	2.30%	0.00%
2011	0.64%	0.00%