UPSD vs KARS

Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and KRANESHARES ELECTRIC VEHICLES AND FUTURE MOBILITY INDEX ETF (KARS, ETF).

UPSD vs KARS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPSD(ETF)	KARS(ETF)
Net Assets	$101M	$101M
Expense Ratio	0.79%	0.72%
Max Drawdown	24.04%	67.97%
Sharpe Ratio	0.93	1.60
5Y Beta	1.13	0.87
P/E Ratio	25.63	N/A
Forward P/E	20.16	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	N/A	-33.66%
5Y EPS CAGR	23.38%	N/A
Debt to Equity	93.17%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	5.75	N/A

Net Assets

UPSD

$101M

KARS

$101M

Expense Ratio

UPSD

0.79%

Winner

KARS

0.72%

Max Drawdown

Winner

UPSD

24.04%

KARS

67.97%

Sharpe Ratio

UPSD

0.93

Winner

KARS

1.60

5Y Beta

UPSD

1.13

Winner

KARS

0.87

P/E Ratio

UPSD

25.63

KARS

N/A

Forward P/E

UPSD

20.16

KARS

N/A

PEG Ratio

UPSD

0.55

KARS

N/A

5Y Dividends CAGR

UPSD

N/A

KARS

-33.66%

5Y EPS CAGR

UPSD

23.38%

KARS

N/A

Debt to Equity

UPSD

93.17%

KARS

N/A

P/S Ratio

UPSD

1.83

KARS

N/A

P/B Ratio

UPSD

5.75

KARS

N/A

UPSD vs KARS - Holdings Comparison

UPSD and KARS have 1 common holdings. Overlap is -91.80%

UPSD's top 25 holdings weight is 139.30%. KARS's top 25 holdings weight is 71.24%.

Rank	UPSD	KARS
#1	RCXTSOA6 TRS 090826 (n/a) - 49.60%	STMICROELECTRONICS NV (n/a) - 7.29%
#2	RCXTSOA6 TRS 052627 (n/a) - 47.77%	PANASONIC HOLDINGS CORP (n/a) - 5.07%
#3	APPLE INC (AAPL) - 5.06%	BYD CO LTD CLASS A (n/a) - 4.05%
#4	NVIDIA CORP (NVDA) - 5.03%	n/a (n/a) - 3.95%
#5	MICROSOFT CORP (MSFT) - 3.76%	TESLA INC (TSLA) - 3.90%
#6	AMAZON.COM INC (AMZN) - 2.38%	ALBEMARLE CORP (ALB) - 3.77%
#7	ALPHABET INC CLASS A (GOOGL) - 1.77%	SAMSUNG SDI CO LTD (n/a) - 3.68%
#8	ALPHABET INC CLASS C (GOOG) - 1.76%	XIAOMI CORP CLASS B (n/a) - 3.03%
#9	CBOE GLOBAL MARKETS INC (CBOE) - 1.69%	BAYERISCHE MOTOREN WERKE AG (n/a) - 2.96%
#10	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58%	PLS GROUP LTD (n/a) - 2.95%
#11	WELLTOWER INC (WELL) - 1.49%	LYNAS RARE EARTHS LTD (n/a) - 2.57%
#12	CME GROUP INC CLASS A (CME) - 1.45%	GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 2.56%
#13	JOHNSON & JOHNSON (JNJ) - 1.34%	AURORA INNOVATION INC CLASS A (AUR) - 2.49%
#14	MARATHON PETROLEUM CORP (MPC) - 1.34%	NIO INC CLASS A (n/a) - 2.43%
#15	MCKESSON CORP (MCK) - 1.32%	n/a (n/a) - 2.30%
#16	BROADCOM INC (AVGO) - 1.27%	n/a (MP) - 2.25%
#17	ALTRIA GROUP INC (MO) - 1.25%	CMOC GROUP LTD CLASS A (n/a) - 2.15%
#18	MONSTER BEVERAGE CORP (MNST) - 1.25%	XPENG INC CLASS A (n/a) - 2.10%
#19	COCA-COLA CO (KO) - 1.24%	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.00%
#20	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23%	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.00%
#21	EXXON MOBIL CORP (XOM) - 1.20%	LG ENERGY SOLUTION LTD (n/a) - 1.81%
#22	CENCORA INC (COR) - 1.19%	ECOPRO BM CO LTD ORDINARY SHARES (n/a) - 1.68%
#23	PPL CORP (PPL) - 1.14%	UMICORE SA ORDINARY SHARES (n/a) - 1.47%
#24	WASTE MANAGEMENT INC (WM) - 1.10%	HORIZON ROBOTICS CLASS B (n/a) - 1.45%
#25	AT&T INC (T) - 1.09%	SERES GROUP CO LTD CLASS A (n/a) - 1.33%
Total Holdings	106	86

UPSD vs KARS - Historical Returns

Returns include dividend reinvestment.

Period	UPSD	KARS
1 month	+1.91%	-11.07%
3 months	+0.70%	+6.79%
6 months	+3.97%	+6.99%
1 year	+17.92%	+53.48%
5 years(CAGR)	N/A	-3.90%
10 years(CAGR)	N/A	+4.77%
Max(CAGR)	+7.14%	+4.77%

Winner

UPSD

+1.91%

KARS

-11.07%

UPSD

+0.70%

Winner

KARS

+6.79%

UPSD

+3.97%

Winner

KARS

+6.99%

UPSD

+17.92%

Winner

KARS

+53.48%

5Y(CAGR)

UPSD

N/A

KARS

-3.90%

10Y(CAGR)

UPSD

N/A

KARS

+4.77%

Max(CAGR)

Winner

UPSD

+7.14%

KARS

+4.77%

UPSD vs KARS - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UPSD	KARS
2026	+4.03%	+4.68%
2025	+12.97%	+47.66%
2024	-5.14%	-16.05%
2023	N/A	-7.35%
2022	N/A	-40.45%
2021	N/A	+22.02%
2020	N/A	+67.20%
2019	N/A	+34.64%
2018	N/A	-28.36%

UPSD vs KARS Drawdown Comparison

The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.

The maximum drawdown for KARS was -64.82%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current UPSD drawdown is -3.31%. The current KARS drawdown is -34.60%.

Rank	UPSD	KARS
#1	-23.85% Dec 4, 2024 - Aug 13, 2025	-64.82% Nov 8, 2021 - Apr 8, 2025
#2	-11.91% Mar 2, 2026 - May 13, 2026	-39.24% Feb 19, 2020 - Jul 6, 2020
#3	-6.19% Oct 27, 2025 - Dec 24, 2025	-31.43% Jan 23, 2018 - Jan 13, 2020
#4	-3.81% Oct 8, 2025 - Oct 27, 2025	-18.67% Feb 16, 2021 - Jul 12, 2021
#5	-3.39% Jan 12, 2026 - Jan 26, 2026	-8.77% Sep 2, 2020 - Oct 7, 2020
#6	-3.31% Jun 1, 2026 - Jun 5, 2026	-7.87% Aug 5, 2021 - Oct 15, 2021
#7	-2.03% Feb 2, 2026 - Feb 6, 2026	-7.86% Oct 12, 2020 - Nov 4, 2020
#8	-2.00% Feb 11, 2026 - Feb 24, 2026	-7.63% Jul 12, 2021 - Aug 4, 2021
#9	-1.59% Dec 24, 2025 - Jan 9, 2026	-6.65% Jan 17, 2020 - Feb 11, 2020
#10	-1.53% May 14, 2026 - May 22, 2026	-5.69% Jan 12, 2021 - Feb 5, 2021
#11	-1.39% Aug 22, 2025 - Sep 4, 2025	-4.60% Dec 8, 2020 - Dec 18, 2020
#12	-1.33% Sep 22, 2025 - Sep 29, 2025	-2.93% Jul 20, 2020 - Aug 4, 2020
#13	-0.99% Aug 13, 2025 - Aug 22, 2025	-1.86% Nov 27, 2020 - Dec 8, 2020
#14	-0.74% Jan 28, 2026 - Feb 2, 2026	-1.80% Jul 6, 2020 - Jul 9, 2020
#15	-0.59% Sep 11, 2025 - Sep 19, 2025	-1.50% Jul 15, 2020 - Jul 20, 2020