UPSD vs KLIP
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and KRANESHARES KWEB COVERED CALL STRATEGY ETF (KLIP, ETF).
UPSD vs KLIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UPSD vs KLIP - Holdings Comparison
UPSD and KLIP have 0 common holdings. Overlap is 0.00%
UPSD's top 25 holdings weight is 138.48%. KLIP's top 25 holdings weight is 101.75%.
| Rank | UPSD | KLIP |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.14% | KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 101.74% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.17% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.01% |
| #3 | APPLE INC (AAPL) - 5.31% | N/A |
| #4 | NVIDIA CORP (NVDA) - 5.30% | N/A |
| #5 | MICROSOFT CORP (MSFT) - 3.20% | N/A |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.09% | N/A |
| #7 | AMAZON.COM INC (AMZN) - 2.05% | N/A |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.99% | N/A |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | N/A |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | N/A |
| #11 | DATADOG INC CLASS A (DDOG) - 1.63% | N/A |
| #12 | BROADCOM INC (AVGO) - 1.51% | N/A |
| #13 | CBOE GLOBAL MARKETS INC (CBOE) - 1.42% | N/A |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.37% | N/A |
| #15 | MARATHON PETROLEUM CORP (MPC) - 1.36% | N/A |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.31% | N/A |
| #17 | WELLTOWER INC (WELL) - 1.25% | N/A |
| #18 | EXXON MOBIL CORP (XOM) - 1.20% | N/A |
| #19 | ALTRIA GROUP INC (MO) - 1.17% | N/A |
| #20 | CARDINAL HEALTH INC (CAH) - 1.13% | N/A |
| #21 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.12% | N/A |
| #22 | PALO ALTO NETWORKS INC (PANW) - 1.11% | N/A |
| #23 | MCKESSON CORP (MCK) - 1.09% | N/A |
| #24 | ELI LILLY AND CO (LLY) - 1.09% | N/A |
| #25 | CME GROUP INC CLASS A (CME) - 1.08% | N/A |
| Total Holdings | 106 | 2 |
UPSD vs KLIP - Historical Returns
Returns include dividend reinvestment.
UPSD vs KLIP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | KLIP |
|---|---|---|
| 2026 | +6.62% | -11.42% |
| 2025 | +12.97% | +17.75% |
| 2024 | -5.14% | +5.42% |
| 2023 | N/A | +10.60% |
UPSD vs KLIP Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for KLIP was -18.58%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current UPSD drawdown is -0.91%. The current KLIP drawdown is -13.97%.
| Rank | UPSD | KLIP |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -18.58% Mar 17, 2025 - Jun 16, 2025 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -15.93% Jan 29, 2026 - Mar 30, 2026 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -10.26% Jan 27, 2023 - Jul 13, 2023 |
| #4 | -5.02% Jun 1, 2026 - Jun 10, 2026 | -9.53% Dec 29, 2023 - Mar 13, 2024 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -9.27% May 16, 2024 - Feb 7, 2025 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -6.63% Oct 27, 2025 - Jan 28, 2026 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -6.24% Jul 31, 2023 - Sep 1, 2023 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -5.55% Oct 6, 2025 - Oct 27, 2025 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -4.58% Oct 11, 2023 - Nov 6, 2023 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -3.20% Dec 21, 2023 - Dec 29, 2023 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -3.19% Sep 1, 2023 - Oct 10, 2023 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -2.62% Nov 24, 2023 - Dec 21, 2023 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -2.43% Apr 11, 2024 - Apr 22, 2024 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -2.34% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -2.13% Feb 21, 2025 - Mar 5, 2025 |
Correlation
Correlation between UPSD and KLIP is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2023 - 2026)
UPSD vs KLIP dividend yield comparison.
| Year | UPSD | KLIP |
|---|---|---|
| 2026 | 0.21% | 11.19% |
| 2025 | 0.67% | 25.14% |
| 2024 | 0.06% | 54.26% |
| 2023 | 0.00% | 61.22% |
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