UPSD vs FMCX
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and FM FOCUS EQUITY ETF (FMCX, ETF).
UPSD vs FMCX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPSD
$117M
FMCX
$117M
Expense Ratio
UPSD
0.79%
Winner
FMCX
0.72%
Max Drawdown
UPSD
24.04%
Winner
FMCX
18.54%
Sharpe Ratio
Winner
UPSD
0.98
FMCX
0.37
5Y Beta
UPSD
1.11
Winner
FMCX
0.76
P/E Ratio
Winner
UPSD
25.58
FMCX
27.30
Forward P/E
Winner
UPSD
20.65
FMCX
23.06
PEG Ratio
Winner
UPSD
0.28
FMCX
0.37
5Y EPS CAGR
Winner
UPSD
25.51%
FMCX
16.66%
Debt to Equity
UPSD
58.20%
Winner
FMCX
4.96%
P/S Ratio
Winner
UPSD
2.03
FMCX
3.74
P/B Ratio
UPSD
6.10
Winner
FMCX
5.28
UPSD vs FMCX - Holdings Comparison
UPSD and FMCX have 11 common holdings. Overlap is 13.42%
UPSD's top 25 holdings weight is 139.22%. FMCX's top 25 holdings weight is 88.25%.
| Rank | UPSD | FMCX |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.77% | MICROSOFT CORP (MSFT) - 6.79% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.78% | GE AEROSPACE (GE) - 5.53% |
| #3 | APPLE INC (AAPL) - 4.94% | KKR & CO INC ORDINARY SHARES (KKR) - 5.42% |
| #4 | NVIDIA CORP (NVDA) - 4.82% | GOLDMAN SACHS FS GOVERNMENT INSTL (FGTXX) - 5.04% |
| #5 | MICROSOFT CORP (MSFT) - 2.74% | BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 4.82% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.29% | O'REILLY AUTOMOTIVE INC (ORLY) - 4.39% |
| #7 | AMAZON.COM INC (AMZN) - 1.93% | DANAHER CORP (DHR) - 4.33% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% | LINDE PLC (LIN) - 3.64% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | BROADCOM INC (AVGO) - 3.64% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | APPLIED MATERIALS INC (AMAT) - 3.53% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.60% | VERALTO CORP (VLTO) - 3.44% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.58% | AMAZON.COM INC (AMZN) - 3.33% |
| #13 | WELLTOWER INC (WELL) - 1.47% | BLACKLINE INC (BL) - 3.32% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 1.44% | AUTOZONE INC (AZO) - 3.11% |
| #15 | CARDINAL HEALTH INC (CAH) - 1.39% | ASML HOLDING NV ADR (ASML) - 2.99% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.34% | INTEL CORP (INTC) - 2.93% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.30% | NIKE INC CLASS B (NKE) - 2.83% |
| #18 | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% | CHUBB LTD (CB) - 2.68% |
| #19 | ELI LILLY AND CO (LLY) - 1.24% | HONEYWELL INTERNATIONAL INC (HON) - 2.62% |
| #20 | ALTRIA GROUP INC (MO) - 1.23% | SALESFORCE INC (CRM) - 2.45% |
| #21 | BROADCOM INC (AVGO) - 1.20% | UNITEDHEALTH GROUP INC (UNH) - 2.44% |
| #22 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% | UNION PACIFIC CORP (UNP) - 2.39% |
| #23 | CHUBB LTD (CB) - 1.14% | ORACLE CORP (ORCL) - 2.25% |
| #24 | ABBVIE INC (ABBV) - 1.14% | GE VERNOVA INC (GEV) - 2.22% |
| #25 | MCKESSON CORP (MCK) - 1.13% | POOL CORP (POOL) - 2.12% |
| Total Holdings | 106 | 33 |
UPSD vs FMCX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+5.44%
FMCX
+4.75%
3M
Winner
UPSD
+6.29%
FMCX
-0.11%
6M
Winner
UPSD
+8.32%
FMCX
+7.77%
1Y
Winner
UPSD
+19.18%
FMCX
+8.91%
5Y(CAGR)
UPSD
N/A
FMCX
+10.34%
Max(CAGR)
Winner
UPSD
+11.64%
FMCX
+10.34%
UPSD vs FMCX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | FMCX |
|---|---|---|
| 2026 | +13.54% | +6.38% |
| 2025 | +12.97% | +11.52% |
| 2024 | -5.14% | +20.26% |
| 2023 | N/A | +22.02% |
| 2022 | N/A | -11.16% |
UPSD vs FMCX Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for FMCX was -17.70%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current UPSD drawdown is -1.37%. The current FMCX drawdown is -2.68%.
| Rank | UPSD | FMCX |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -17.70% Jan 23, 2025 - Jun 26, 2025 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -17.33% Aug 16, 2022 - Jun 15, 2023 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -15.15% Apr 25, 2022 - Aug 15, 2022 |
| #4 | -5.02% Jun 1, 2026 - Jul 6, 2026 | -12.59% Jan 12, 2026 - Apr 30, 2026 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -11.66% Jul 25, 2023 - Nov 30, 2023 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -6.71% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -6.22% Oct 6, 2025 - Jan 9, 2026 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -6.16% Jun 30, 2026 - Aug 4, 2026 |
| #9 | -1.95% Jul 16, 2026 - Jul 28, 2026 | -6.01% Mar 21, 2024 - Jun 21, 2024 |
| #10 | -1.92% Aug 14, 2026 - Aug 20, 2026 | -5.84% Dec 6, 2024 - Jan 22, 2025 |
| #11 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -4.26% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -1.53% May 14, 2026 - May 22, 2026 | -4.21% Jun 1, 2026 - Jun 18, 2026 |
| #13 | -1.51% Jul 28, 2026 - Jul 31, 2026 | -3.86% Oct 18, 2024 - Nov 7, 2024 |
| #14 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -3.09% May 8, 2026 - Jun 1, 2026 |
| #15 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -2.87% Aug 13, 2026 - Aug 24, 2026 |
Correlation
Correlation between UPSD and FMCX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
UPSD vs FMCX dividend yield comparison.
| Year | UPSD | FMCX |
|---|---|---|
| 2026 | 0.33% | 0.08% |
| 2025 | 0.67% | 0.35% |
| 2024 | 0.06% | 2.12% |
| 2023 | 0.00% | 1.34% |
| 2022 | 0.00% | 1.19% |
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