UPSD vs ENOR
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and ISHARES MSCI NORWAY ETF (ENOR, ETF).
UPSD vs ENOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPSD
$112M
ENOR
$111M
Expense Ratio
UPSD
0.79%
Winner
ENOR
0.53%
Max Drawdown
Winner
UPSD
24.04%
ENOR
62.59%
Sharpe Ratio
UPSD
0.97
Winner
ENOR
1.39
5Y Beta
UPSD
1.13
Winner
ENOR
0.67
P/E Ratio
UPSD
27.03
ENOR
N/A
Forward P/E
UPSD
20.34
ENOR
N/A
PEG Ratio
UPSD
0.43
ENOR
N/A
5Y Dividends CAGR
UPSD
N/A
ENOR
13.77%
5Y EPS CAGR
UPSD
24.74%
ENOR
N/A
Debt to Equity
UPSD
79.36%
ENOR
N/A
P/S Ratio
UPSD
2.02
ENOR
N/A
P/B Ratio
UPSD
6.00
ENOR
N/A
UPSD vs ENOR - Holdings Comparison
UPSD and ENOR have 1 common holdings. Overlap is -87.87%
UPSD's top 25 holdings weight is 138.48%. ENOR's top 25 holdings weight is 84.19%.
| Rank | UPSD | ENOR |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.14% | EQUINOR ASA (n/a) - 11.46% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.17% | DNB BANK ASA (n/a) - 10.75% |
| #3 | APPLE INC (AAPL) - 5.31% | NORSK HYDRO ASA (n/a) - 7.14% |
| #4 | NVIDIA CORP (NVDA) - 5.30% | KONGSBERG GRUPPEN ASA (n/a) - 6.13% |
| #5 | MICROSOFT CORP (MSFT) - 3.20% | AKER BP ASA (n/a) - 5.03% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.09% | TELENOR ASA (n/a) - 4.32% |
| #7 | AMAZON.COM INC (AMZN) - 2.05% | MOWI ASA (n/a) - 4.02% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% | YARA INTERNATIONAL ASA (n/a) - 3.74% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | SUBSEA 7 SA (n/a) - 3.34% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | ORKLA ASA (n/a) - 3.27% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.63% | STOREBRAND ASA (n/a) - 3.26% |
| #12 | BROADCOM INC (AVGO) - 1.51% | GJENSIDIGE FORSIKRING ASA (n/a) - 2.30% |
| #13 | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% | FRONTLINE PLC (FRO) - 2.16% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.37% | VAR ENERGI ASA (n/a) - 2.02% |
| #15 | MARATHON PETROLEUM CORP (MPC) - 1.36% | VEND MARKETPLACES ASA ORDINARY SHARES (n/a) - 1.88% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.31% | SPAREBANK 1 SOR NORGE ASA (n/a) - 1.79% |
| #17 | WELLTOWER INC (WELL) - 1.25% | SALMAR ASA (n/a) - 1.77% |
| #18 | EXXON MOBIL CORP (XOM) - 1.20% | NORDIC SEMICONDUCTOR ASA (n/a) - 1.73% |
| #19 | ALTRIA GROUP INC (MO) - 1.17% | TGS ASA (n/a) - 1.41% |
| #20 | CARDINAL HEALTH INC (CAH) - 1.13% | AKER ASA CLASS A (n/a) - 1.30% |
| #21 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% | KITRON ASA (n/a) - 1.12% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 1.11% | KONGSBERG MARITIME ASA (n/a) - 1.08% |
| #23 | MCKESSON CORP (MCK) - 1.09% | SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 1.07% |
| #24 | ELI LILLY AND CO (LLY) - 1.09% | PROTECTOR FORSIKRING ASA (n/a) - 1.05% |
| #25 | CME GROUP INC CLASS A (CME) - 1.08% | BAKKAFROST P/F (n/a) - 1.05% |
| Total Holdings | 106 | 69 |
UPSD vs ENOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+0.03%
ENOR
-2.84%
3M
Winner
UPSD
+4.29%
ENOR
+3.18%
6M
UPSD
+4.97%
Winner
ENOR
+29.30%
1Y
UPSD
+16.94%
Winner
ENOR
+28.31%
5Y(CAGR)
UPSD
N/A
ENOR
+7.99%
10Y(CAGR)
UPSD
N/A
ENOR
+9.64%
Max(CAGR)
Winner
UPSD
+7.51%
ENOR
+5.79%
UPSD vs ENOR - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | ENOR |
|---|---|---|
| 2026 | +4.71% | +22.58% |
| 2025 | +12.97% | +30.35% |
| 2024 | -5.14% | -0.30% |
| 2023 | N/A | +8.03% |
| 2022 | N/A | -13.40% |
| 2021 | N/A | +18.51% |
| 2020 | N/A | +1.24% |
| 2019 | N/A | +12.25% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +20.83% |
| 2016 | N/A | +19.07% |
| 2015 | N/A | -15.90% |
| 2014 | N/A | -20.31% |
| 2013 | N/A | +7.44% |
| 2012 | N/A | +17.29% |
UPSD vs ENOR Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for ENOR was -55.31%, occurring on Mar 18, 2020. Recovery took 1726 trading sessions.
The current UPSD drawdown is -2.67%. The current ENOR drawdown is -5.59%.
| Rank | UPSD | ENOR |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -55.31% Jun 6, 2014 - Apr 15, 2021 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -32.61% Mar 30, 2022 - May 21, 2025 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -24.65% Mar 20, 2012 - Jan 2, 2013 |
| #4 | -5.02% Jun 1, 2026 - Jun 10, 2026 | -13.96% Feb 1, 2013 - Sep 18, 2013 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -13.29% Oct 20, 2021 - Mar 30, 2022 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -9.93% Jun 7, 2021 - Oct 13, 2021 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -9.13% Oct 25, 2013 - Mar 5, 2014 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -9.01% Sep 16, 2025 - Jan 2, 2026 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -7.29% Feb 28, 2012 - Mar 20, 2012 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -6.49% Sep 18, 2013 - Oct 18, 2013 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -6.17% May 21, 2026 - Jun 9, 2026 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -5.50% Mar 19, 2026 - Mar 31, 2026 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -5.48% Jun 13, 2025 - Aug 22, 2025 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -5.32% Apr 29, 2021 - Jun 1, 2021 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -5.00% Mar 6, 2014 - Apr 24, 2014 |
Correlation
Correlation between UPSD and ENOR is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2012 - 2026)
UPSD vs ENOR dividend yield comparison.
| Year | UPSD | ENOR |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 0.67% | 2.96% |
| 2024 | 0.06% | 6.32% |
| 2023 | 0.00% | 5.06% |
| 2022 | 0.00% | 4.02% |
| 2021 | 0.00% | 2.24% |
| 2020 | 0.00% | 2.39% |
| 2019 | 0.00% | 3.15% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.47% |
| 2016 | 0.00% | 2.96% |
| 2015 | 0.00% | 3.24% |
| 2014 | 0.00% | 4.52% |
| 2013 | 0.00% | 2.65% |
| 2012 | 0.00% | 2.66% |
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