UPSD vs GOLY
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and STRATEGY SHARES GOLD ENHANCED YIELD ETF (GOLY, ETF).
UPSD vs GOLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPSD
$112M
GOLY
$111M
Expense Ratio
Winner
UPSD
0.79%
GOLY
0.90%
Max Drawdown
Winner
UPSD
24.04%
GOLY
36.93%
Sharpe Ratio
Winner
UPSD
0.90
GOLY
0.02
5Y Beta
UPSD
1.13
Winner
GOLY
0.42
P/E Ratio
UPSD
27.03
GOLY
N/A
Forward P/E
UPSD
20.34
GOLY
N/A
PEG Ratio
UPSD
0.43
GOLY
N/A
5Y EPS CAGR
UPSD
24.74%
GOLY
N/A
Debt to Equity
UPSD
79.36%
GOLY
N/A
P/S Ratio
UPSD
2.02
GOLY
N/A
P/B Ratio
UPSD
6.00
GOLY
N/A
UPSD vs GOLY - Holdings Comparison
UPSD and GOLY have 1 common holdings. Overlap is -87.87%
UPSD's top 25 holdings weight is 138.48%. GOLY's top 25 holdings weight is 91.94%.
| Rank | UPSD | GOLY |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.14% | UNITED STATES TREASURY NOTES 3.375% (n/a) - 37.98% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.17% | SSGH FUND LTD CFC (n/a) - 20.91% |
| #3 | APPLE INC (AAPL) - 5.31% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 6.68% |
| #4 | NVIDIA CORP (NVDA) - 5.30% | CITIGROUP INC. 4.412% (n/a) - 1.58% |
| #5 | MICROSOFT CORP (MSFT) - 3.20% | ANHEUSER-BUSCH COMPANIES LLC / ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.7% (n/a) - 1.56% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.09% | EQUINIX, INC. 3.2% (n/a) - 1.53% |
| #7 | AMAZON.COM INC (AMZN) - 2.05% | WALT DISNEY COMPANY 2.65% (n/a) - 1.48% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% | VERIZON COMMUNICATIONS INC. 4.522% (n/a) - 1.31% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | BOEING CO. 5.15% (n/a) - 1.22% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | METLIFE INC. 4.55% (n/a) - 1.21% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.63% | WELLS FARGO & CO. 3% (n/a) - 1.20% |
| #12 | BROADCOM INC (AVGO) - 1.51% | JPMORGAN CHASE & CO. 4.493% (n/a) - 1.20% |
| #13 | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% | CVS HEALTH CORP 4.3% (n/a) - 1.20% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.37% | PACIFIC GAS AND ELECTRIC COMPANY 4.55% (n/a) - 1.19% |
| #15 | MARATHON PETROLEUM CORP (MPC) - 1.36% | B.A.T. CAPITAL CORPORATION 3.557% (n/a) - 1.19% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.31% | ABBVIE INC. 3.2% (n/a) - 1.15% |
| #17 | WELLTOWER INC (WELL) - 1.25% | CHEVRON CORP. 2.236% (n/a) - 1.11% |
| #18 | EXXON MOBIL CORP (XOM) - 1.20% | NEXTERA ENERGY CAPITAL HOLDINGS INC 2.25% (n/a) - 1.09% |
| #19 | ALTRIA GROUP INC (MO) - 1.17% | COSTCO WHOLESALE CORPORATION 1.6% (n/a) - 1.09% |
| #20 | CARDINAL HEALTH INC (CAH) - 1.13% | AMAZON.COM, INC. 1.5% (n/a) - 1.07% |
| #21 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% | ORACLE CORP. 5.375% (n/a) - 1.06% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 1.11% | GOLDMAN SACHS GROUP, INC. 1.992% (n/a) - 1.06% |
| #23 | MCKESSON CORP (MCK) - 1.09% | COCA-COLA CO (THE) 1.375% (n/a) - 1.05% |
| #24 | ELI LILLY AND CO (LLY) - 1.09% | ORANGE SA 9% (n/a) - 0.94% |
| #25 | CME GROUP INC CLASS A (CME) - 1.08% | SHELL INTERNATIONAL FINANCE B.V. 6.375% (n/a) - 0.88% |
| Total Holdings | 106 | 37 |
UPSD vs GOLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+0.03%
GOLY
-10.42%
3M
Winner
UPSD
+4.29%
GOLY
-23.34%
6M
Winner
UPSD
+4.97%
GOLY
-21.95%
1Y
Winner
UPSD
+16.94%
GOLY
-4.17%
5Y(CAGR)
UPSD
N/A
GOLY
+4.75%
Max(CAGR)
Winner
UPSD
+7.51%
GOLY
+5.29%
UPSD vs GOLY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | GOLY |
|---|---|---|
| 2026 | +4.71% | -22.75% |
| 2025 | +12.97% | +54.77% |
| 2024 | -5.14% | +20.63% |
| 2023 | N/A | +11.48% |
| 2022 | N/A | -18.17% |
| 2021 | N/A | -1.31% |
UPSD vs GOLY Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for GOLY was -36.08%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current UPSD drawdown is -2.67%. The current GOLY drawdown is -33.55%.
| Rank | UPSD | GOLY |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -36.08% Feb 27, 2026 - Jun 10, 2026 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -35.97% Mar 8, 2022 - Aug 16, 2024 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -16.14% Jan 28, 2026 - Feb 23, 2026 |
| #4 | -5.02% Jun 1, 2026 - Jun 10, 2026 | -10.80% Oct 20, 2025 - Dec 23, 2025 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -10.08% Jun 11, 2021 - Mar 8, 2022 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -9.65% Apr 2, 2025 - Apr 16, 2025 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -9.32% Oct 30, 2024 - Feb 4, 2025 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -8.35% May 6, 2025 - Jun 12, 2025 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -5.61% Jun 23, 2025 - Aug 29, 2025 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -5.06% Apr 21, 2025 - May 6, 2025 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -5.04% Dec 26, 2025 - Jan 12, 2026 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -3.97% Sep 26, 2024 - Oct 22, 2024 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -3.34% Feb 24, 2025 - Mar 18, 2025 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -2.77% Aug 29, 2024 - Sep 10, 2024 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -2.03% Oct 8, 2025 - Oct 13, 2025 |
Correlation
Correlation between UPSD and GOLY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2021 - 2026)
UPSD vs GOLY dividend yield comparison.
| Year | UPSD | GOLY |
|---|---|---|
| 2026 | 0.22% | 3.17% |
| 2025 | 0.67% | 7.22% |
| 2024 | 0.06% | 3.85% |
| 2023 | 0.00% | 2.94% |
| 2022 | 0.00% | 2.57% |
| 2021 | 0.00% | 1.11% |
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