UPSD vs KEAT
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and KEATING ACTIVE ETF (KEAT, ETF).
UPSD vs KEAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPSD
$111M
KEAT
$111M
Expense Ratio
Winner
UPSD
0.79%
KEAT
0.85%
Max Drawdown
UPSD
24.04%
Winner
KEAT
11.85%
Sharpe Ratio
UPSD
0.91
Winner
KEAT
1.60
5Y Beta
UPSD
1.12
Winner
KEAT
0.30
P/E Ratio
UPSD
27.19
KEAT
N/A
Forward P/E
UPSD
20.28
KEAT
N/A
PEG Ratio
UPSD
0.35
KEAT
N/A
5Y EPS CAGR
UPSD
24.23%
KEAT
N/A
Debt to Equity
UPSD
80.74%
KEAT
N/A
P/S Ratio
UPSD
2.01
KEAT
N/A
P/B Ratio
UPSD
6.16
KEAT
N/A
UPSD vs KEAT - Holdings Comparison
UPSD and KEAT have 3 common holdings. Overlap is -87.75%
UPSD's top 25 holdings weight is 139.22%. KEAT's top 25 holdings weight is 98.70%.
| Rank | UPSD | KEAT |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.77% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 31.81% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.78% | BARRICK MINING CORP (n/a) - 4.76% |
| #3 | APPLE INC (AAPL) - 4.94% | OCEANEERING INTERNATIONAL INC (OII) - 4.67% |
| #4 | NVIDIA CORP (NVDA) - 4.82% | AGNICO EAGLE MINES LTD (n/a) - 4.63% |
| #5 | MICROSOFT CORP (MSFT) - 2.74% | GSK PLC ADR (GSK) - 3.92% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.29% | VODAFONE GROUP PLC ADR (VOD) - 3.89% |
| #7 | AMAZON.COM INC (AMZN) - 1.93% | SAINSBURY (J) PLC ADR (JSAIY) - 3.79% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% | EQUINOR ASA ADR (EQNR) - 3.53% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | TALOS ENERGY INC ORDINARY SHARES (TALO) - 3.38% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | VERIZON COMMUNICATIONS INC (VZ) - 3.32% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.60% | CARREFOUR ADR (CRRFY) - 3.29% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.58% | TOTALENERGIES SE (TTE) - 2.95% |
| #13 | WELLTOWER INC (WELL) - 1.47% | MOLSON COORS BEVERAGE CO SHS -B- NON-VOTING (TAP) - 2.91% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 1.44% | LIBERTY GLOBAL LTD CLASS C (LBTYK) - 2.80% |
| #15 | CARDINAL HEALTH INC (CAH) - 1.39% | LOCKHEED MARTIN CORP (LMT) - 2.79% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.34% | PAN AMERICAN SILVER CORP (n/a) - 2.76% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.30% | UNILEVER PLC ADR (UL) - 2.36% |
| #18 | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% | SUNCOR ENERGY INC (SU) - 1.81% |
| #19 | ELI LILLY AND CO (LLY) - 1.24% | SEABRIDGE GOLD INC ORDINARY SHARES NEW (n/a) - 1.70% |
| #20 | ALTRIA GROUP INC (MO) - 1.23% | TRANSOCEAN LTD (RIG) - 1.68% |
| #21 | BROADCOM INC (AVGO) - 1.20% | LAMB WESTON HOLDINGS INC (LW) - 1.49% |
| #22 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% | HARBOUR ENERGY PLC ADR (HBRIY) - 1.47% |
| #23 | CHUBB LTD (CB) - 1.14% | CAL-MAINE FOODS INC (CALM) - 1.31% |
| #24 | ABBVIE INC (ABBV) - 1.14% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.07% |
| #25 | MCKESSON CORP (MCK) - 1.13% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.61% |
| Total Holdings | 106 | 31 |
UPSD vs KEAT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+4.23%
KEAT
+2.08%
3M
Winner
UPSD
+8.53%
KEAT
-3.59%
6M
Winner
UPSD
+8.10%
KEAT
+2.44%
1Y
UPSD
+17.07%
Winner
KEAT
+21.93%
Max(CAGR)
UPSD
+9.37%
Winner
KEAT
+13.90%
UPSD vs KEAT - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | KEAT |
|---|---|---|
| 2026 | +8.59% | +6.88% |
| 2025 | +12.97% | +21.72% |
| 2024 | -5.14% | +2.41% |
UPSD vs KEAT Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for KEAT was -10.58%, occurring on Jul 1, 2026. This drawdown has not yet recovered.
The current UPSD drawdown is -0.34%. The current KEAT drawdown is -7.24%.
| Rank | UPSD | KEAT |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -10.58% Mar 2, 2026 - Jul 1, 2026 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -7.45% Mar 31, 2025 - May 27, 2025 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -6.32% Nov 29, 2024 - Mar 27, 2025 |
| #4 | -5.02% Jun 1, 2026 - Jul 6, 2026 | -3.50% May 17, 2024 - Jul 11, 2024 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -3.48% Jul 31, 2024 - Aug 15, 2024 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -3.23% Apr 3, 2024 - May 17, 2024 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -3.15% Oct 16, 2025 - Nov 11, 2025 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -2.66% Oct 4, 2024 - Nov 29, 2024 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -2.22% Jan 29, 2026 - Feb 4, 2026 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -2.07% Jul 24, 2025 - Aug 12, 2025 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -2.07% Oct 6, 2025 - Oct 16, 2025 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -2.05% Jun 13, 2025 - Jul 23, 2025 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -1.94% Nov 12, 2025 - Nov 25, 2025 |
| #14 | -0.81% Jul 16, 2026 - Jul 20, 2026 | -1.83% Feb 4, 2026 - Feb 6, 2026 |
| #15 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -1.71% Aug 30, 2024 - Sep 16, 2024 |
Correlation
Correlation between UPSD and KEAT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
UPSD vs KEAT dividend yield comparison.
| Year | UPSD | KEAT |
|---|---|---|
| 2026 | 0.34% | 1.41% |
| 2025 | 0.67% | 2.48% |
| 2024 | 0.06% | 1.72% |
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