UPSD vs IBID
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF).
UPSD vs IBID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPSD
$112M
Winner
IBID
$112M
Expense Ratio
UPSD
0.79%
Winner
IBID
0.10%
Max Drawdown
UPSD
24.04%
Winner
IBID
2.23%
Sharpe Ratio
Winner
UPSD
0.90
IBID
0.89
5Y Beta
UPSD
1.13
Winner
IBID
-0.02
P/E Ratio
UPSD
27.03
IBID
N/A
Forward P/E
UPSD
20.34
IBID
N/A
PEG Ratio
UPSD
0.43
IBID
N/A
5Y EPS CAGR
UPSD
24.74%
IBID
N/A
Debt to Equity
UPSD
79.36%
IBID
N/A
P/S Ratio
UPSD
2.02
IBID
N/A
P/B Ratio
UPSD
6.00
IBID
N/A
UPSD vs IBID - Historical Returns
Returns include dividend reinvestment.
1M
UPSD
+0.03%
Winner
IBID
+0.20%
3M
Winner
UPSD
+4.29%
IBID
+1.50%
6M
Winner
UPSD
+4.97%
IBID
+2.50%
1Y
Winner
UPSD
+16.94%
IBID
+4.88%
Max(CAGR)
Winner
UPSD
+7.51%
IBID
+5.65%
UPSD vs IBID - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | IBID |
|---|---|---|
| 2026 | +4.71% | +2.41% |
| 2025 | +12.97% | +5.68% |
| 2024 | -5.14% | +4.84% |
| 2023 | N/A | +2.61% |
UPSD vs IBID Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.
The current UPSD drawdown is -2.67%. The current IBID drawdown is -0.09%.
| Rank | UPSD | IBID |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -1.28% Sep 18, 2023 - Nov 1, 2023 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -1.00% Jan 12, 2024 - Mar 22, 2024 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -0.99% Apr 30, 2025 - Jul 11, 2025 |
| #4 | -5.02% Jun 1, 2026 - Jun 10, 2026 | -0.92% Sep 24, 2024 - Jan 15, 2025 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -0.74% Apr 3, 2025 - Apr 25, 2025 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -0.64% Mar 22, 2024 - May 3, 2024 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -0.64% Nov 3, 2023 - Nov 14, 2023 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -0.47% Dec 1, 2023 - Dec 13, 2023 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -0.47% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -0.38% Jun 6, 2024 - Jun 18, 2024 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -0.36% Oct 22, 2025 - Dec 29, 2025 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -0.36% Mar 20, 2026 - Mar 31, 2026 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -0.33% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -0.32% Nov 14, 2023 - Nov 20, 2023 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -0.31% Jul 18, 2024 - Jul 29, 2024 |
Correlation
Correlation between UPSD and IBID is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2023 - 2026)
UPSD vs IBID dividend yield comparison.
| Year | UPSD | IBID |
|---|---|---|
| 2026 | 0.22% | 0.29% |
| 2025 | 0.67% | 4.43% |
| 2024 | 0.06% | 4.24% |
| 2023 | 0.00% | 0.81% |
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