UPSD vs ESGG
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND (ESGG, ETF).
UPSD vs ESGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPSD
$111M
ESGG
$111M
Expense Ratio
UPSD
0.79%
Winner
ESGG
0.42%
Max Drawdown
Winner
UPSD
24.04%
ESGG
32.63%
Sharpe Ratio
UPSD
0.91
Winner
ESGG
1.52
5Y Beta
UPSD
1.12
Winner
ESGG
0.87
P/E Ratio
UPSD
27.19
Winner
ESGG
26.24
Forward P/E
UPSD
20.28
Winner
ESGG
17.34
PEG Ratio
UPSD
0.35
Winner
ESGG
0.23
5Y Dividends CAGR
UPSD
N/A
ESGG
12.36%
5Y EPS CAGR
UPSD
24.23%
Winner
ESGG
29.38%
Debt to Equity
UPSD
80.74%
Winner
ESGG
26.36%
P/S Ratio
Winner
UPSD
2.01
ESGG
4.40
P/B Ratio
UPSD
6.16
Winner
ESGG
5.21
UPSD vs ESGG - Holdings Comparison
UPSD and ESGG have 20 common holdings. Overlap is -65.40%
UPSD's top 25 holdings weight is 139.22%. ESGG's top 25 holdings weight is 54.12%.
| Rank | UPSD | ESGG |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.77% | APPLE INC (AAPL) - 5.38% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.78% | JPMORGAN CHASE & CO (JPM) - 5.18% |
| #3 | APPLE INC (AAPL) - 4.94% | NVIDIA CORP (NVDA) - 5.02% |
| #4 | NVIDIA CORP (NVDA) - 4.82% | BROADCOM INC (AVGO) - 4.97% |
| #5 | MICROSOFT CORP (MSFT) - 2.74% | MICROSOFT CORP (MSFT) - 4.93% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.29% | MICRON TECHNOLOGY INC (MU) - 4.40% |
| #7 | AMAZON.COM INC (AMZN) - 1.93% | ELI LILLY AND CO (LLY) - 3.64% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% | JOHNSON & JOHNSON (JNJ) - 3.30% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.91% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.60% | ADVANCED MICRO DEVICES INC (AMD) - 1.59% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.58% | WALMART INC (WMT) - 1.41% |
| #13 | WELLTOWER INC (WELL) - 1.47% | ASML HOLDING NV (n/a) - 1.35% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 1.44% | WELLS FARGO & CO (WFC) - 1.26% |
| #15 | CARDINAL HEALTH INC (CAH) - 1.39% | MERCK & CO INC (MRK) - 1.15% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.34% | COSTCO WHOLESALE CORP (COST) - 1.14% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.30% | COCA-COLA CO (KO) - 0.91% |
| #18 | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% | INTEL CORP (INTC) - 0.89% |
| #19 | ELI LILLY AND CO (LLY) - 1.24% | CITIGROUP INC (C) - 0.86% |
| #20 | ALTRIA GROUP INC (MO) - 1.23% | GE VERNOVA INC (GEV) - 0.78% |
| #21 | BROADCOM INC (AVGO) - 1.20% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.26% |
| #22 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% | CINTAS CORP (CTAS) - 0.26% |
| #23 | CHUBB LTD (CB) - 1.14% | NTT INC (n/a) - 0.26% |
| #24 | ABBVIE INC (ABBV) - 1.14% | CORNING INC (GLW) - 0.25% |
| #25 | MCKESSON CORP (MCK) - 1.13% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.25% |
| Total Holdings | 106 | 659 |
UPSD vs ESGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+4.23%
ESGG
-0.33%
3M
UPSD
+8.53%
Winner
ESGG
+9.06%
6M
UPSD
+8.10%
Winner
ESGG
+13.09%
1Y
UPSD
+17.07%
Winner
ESGG
+24.99%
5Y(CAGR)
UPSD
N/A
ESGG
+12.34%
10Y(CAGR)
UPSD
N/A
ESGG
+13.91%
Max(CAGR)
UPSD
+9.37%
Winner
ESGG
+13.85%
UPSD vs ESGG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | ESGG |
|---|---|---|
| 2026 | +8.59% | +13.54% |
| 2025 | +12.97% | +24.13% |
| 2024 | -5.14% | +15.55% |
| 2023 | N/A | +25.35% |
| 2022 | N/A | -19.27% |
| 2021 | N/A | +24.58% |
| 2020 | N/A | +16.18% |
| 2019 | N/A | +29.68% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +23.89% |
| 2016 | N/A | +4.49% |
UPSD vs ESGG Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for ESGG was -32.30%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current UPSD drawdown is -0.34%. The current ESGG drawdown is -1.10%.
| Rank | UPSD | ESGG |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -32.30% Feb 12, 2020 - Aug 12, 2020 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -27.57% Jan 4, 2022 - Dec 19, 2023 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -19.57% Jan 26, 2018 - Jun 20, 2019 |
| #4 | -5.02% Jun 1, 2026 - Jul 6, 2026 | -16.71% Feb 18, 2025 - May 19, 2025 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -9.23% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -9.16% Feb 9, 2026 - Apr 16, 2026 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -8.39% Jul 16, 2024 - Aug 30, 2024 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -5.89% Jul 15, 2019 - Sep 12, 2019 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -5.37% Sep 7, 2021 - Oct 26, 2021 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -5.07% Mar 28, 2024 - May 15, 2024 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -4.75% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -4.64% Nov 8, 2021 - Dec 27, 2021 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -4.60% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -0.81% Jul 16, 2026 - Jul 20, 2026 | -4.27% Feb 16, 2021 - Mar 17, 2021 |
| #15 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -4.27% Dec 6, 2024 - Jan 24, 2025 |
Correlation
Correlation between UPSD and ESGG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
UPSD vs ESGG dividend yield comparison.
| Year | UPSD | ESGG |
|---|---|---|
| 2026 | 0.34% | 0.71% |
| 2025 | 0.67% | 1.39% |
| 2024 | 0.06% | 1.84% |
| 2023 | 0.00% | 1.73% |
| 2022 | 0.00% | 1.83% |
| 2021 | 0.00% | 1.34% |
| 2020 | 0.00% | 1.36% |
| 2019 | 0.00% | 1.94% |
| 2018 | 0.00% | 2.12% |
| 2017 | 0.00% | 1.71% |
| 2016 | 0.00% | 0.87% |
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