UPSD vs FBY
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and YIELDMAX(R) META OPTION INCOME STRATEGY ETF (FBY, ETF).
UPSD vs FBY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UPSD vs FBY - Holdings Comparison
UPSD and FBY have 0 common holdings. Overlap is 0.00%
UPSD's top 25 holdings weight is 139.30%. FBY's top 25 holdings weight is 4.78%.
| Rank | UPSD | FBY |
|---|---|---|
| #1 | RCXTSOA6 TRS 090826 (n/a) - 49.60% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.78% |
| #2 | RCXTSOA6 TRS 052627 (n/a) - 47.77% | N/A |
| #3 | APPLE INC (AAPL) - 5.06% | N/A |
| #4 | NVIDIA CORP (NVDA) - 5.03% | N/A |
| #5 | MICROSOFT CORP (MSFT) - 3.76% | N/A |
| #6 | AMAZON.COM INC (AMZN) - 2.38% | N/A |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.77% | N/A |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.76% | N/A |
| #9 | CBOE GLOBAL MARKETS INC (CBOE) - 1.69% | N/A |
| #10 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58% | N/A |
| #11 | WELLTOWER INC (WELL) - 1.49% | N/A |
| #12 | CME GROUP INC CLASS A (CME) - 1.45% | N/A |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.34% | N/A |
| #14 | MARATHON PETROLEUM CORP (MPC) - 1.34% | N/A |
| #15 | MCKESSON CORP (MCK) - 1.32% | N/A |
| #16 | BROADCOM INC (AVGO) - 1.27% | N/A |
| #17 | ALTRIA GROUP INC (MO) - 1.25% | N/A |
| #18 | MONSTER BEVERAGE CORP (MNST) - 1.25% | N/A |
| #19 | COCA-COLA CO (KO) - 1.24% | N/A |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23% | N/A |
| #21 | EXXON MOBIL CORP (XOM) - 1.20% | N/A |
| #22 | CENCORA INC (COR) - 1.19% | N/A |
| #23 | PPL CORP (PPL) - 1.14% | N/A |
| #24 | WASTE MANAGEMENT INC (WM) - 1.10% | N/A |
| #25 | AT&T INC (T) - 1.09% | N/A |
| Total Holdings | 106 | 1 |
UPSD vs FBY - Historical Returns
Returns include dividend reinvestment.
UPSD vs FBY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | FBY |
|---|---|---|
| 2026 | +4.03% | -8.64% |
| 2025 | +12.97% | +0.29% |
| 2024 | -5.14% | +46.81% |
| 2023 | N/A | +15.47% |
UPSD vs FBY Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for FBY was -31.47%, occurring on Apr 21, 2025. Recovery took 122 trading sessions.
The current UPSD drawdown is -3.31%. The current FBY drawdown is -22.58%.
| Rank | UPSD | FBY |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -31.47% Feb 14, 2025 - Aug 12, 2025 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -29.46% Aug 12, 2025 - Mar 27, 2026 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -15.32% Apr 11, 2024 - Aug 21, 2024 |
| #4 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -11.24% Jul 28, 2023 - Oct 6, 2023 |
| #5 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -9.91% Oct 17, 2023 - Nov 13, 2023 |
| #6 | -3.31% Jun 1, 2026 - Jun 5, 2026 | -5.26% Nov 7, 2024 - Dec 2, 2024 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -5.22% Nov 22, 2023 - Dec 15, 2023 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -5.06% Jan 6, 2025 - Jan 23, 2025 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -4.87% Dec 12, 2024 - Jan 6, 2025 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -4.50% Feb 2, 2024 - Feb 15, 2024 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -3.95% Mar 7, 2024 - Mar 21, 2024 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -3.94% Aug 21, 2024 - Sep 12, 2024 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -3.30% Oct 14, 2024 - Nov 7, 2024 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -3.12% Mar 25, 2024 - Apr 5, 2024 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -3.00% Dec 28, 2023 - Jan 10, 2024 |
Correlation
Correlation between UPSD and FBY is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2023 - 2026)
UPSD vs FBY dividend yield comparison.
| Year | UPSD | FBY |
|---|---|---|
| 2026 | 0.22% | 20.48% |
| 2025 | 0.67% | 55.43% |
| 2024 | 0.06% | 53.89% |
| 2023 | 0.00% | 8.31% |
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