UPSD vs LVDS
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF).
UPSD vs LVDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPSD
$101M
Winner
LVDS
$101M
Expense Ratio
UPSD
0.79%
Winner
LVDS
0.30%
Max Drawdown
UPSD
24.04%
Winner
LVDS
8.07%
Sharpe Ratio
UPSD
0.93
Winner
LVDS
1.71
5Y Beta
UPSD
1.13
Winner
LVDS
0.68
P/E Ratio
UPSD
25.63
Winner
LVDS
22.67
Forward P/E
UPSD
20.16
Winner
LVDS
17.40
PEG Ratio
Winner
UPSD
0.55
LVDS
0.56
5Y EPS CAGR
Winner
UPSD
23.38%
LVDS
13.11%
Debt to Equity
UPSD
93.17%
Winner
LVDS
9.65%
P/S Ratio
Winner
UPSD
1.83
LVDS
2.36
P/B Ratio
UPSD
5.75
Winner
LVDS
3.22
UPSD vs LVDS - Holdings Comparison
UPSD and LVDS have 32 common holdings. Overlap is -68.64%
UPSD's top 25 holdings weight is 139.30%. LVDS's top 25 holdings weight is 40.96%.
| Rank | UPSD | LVDS |
|---|---|---|
| #1 | RCXTSOA6 TRS 090826 (n/a) - 49.60% | ALPHABET INC CLASS C (GOOG) - 3.80% |
| #2 | RCXTSOA6 TRS 052627 (n/a) - 47.77% | MICRON TECHNOLOGY INC (MU) - 2.96% |
| #3 | APPLE INC (AAPL) - 5.06% | AMAZON.COM INC (AMZN) - 2.49% |
| #4 | NVIDIA CORP (NVDA) - 5.03% | EXXON MOBIL CORP (XOM) - 2.40% |
| #5 | MICROSOFT CORP (MSFT) - 3.76% | BANK OF AMERICA CORP (BAC) - 1.90% |
| #6 | AMAZON.COM INC (AMZN) - 2.38% | WELLS FARGO & CO (WFC) - 1.82% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.77% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.79% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.76% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.75% |
| #9 | CBOE GLOBAL MARKETS INC (CBOE) - 1.69% | ANALOG DEVICES INC (ADI) - 1.70% |
| #10 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #11 | WELLTOWER INC (WELL) - 1.49% | MORGAN STANLEY (MS) - 1.47% |
| #12 | CME GROUP INC CLASS A (CME) - 1.45% | RTX CORP (RTX) - 1.43% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.34% | NEXTERA ENERGY INC (NEE) - 1.40% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 1.34% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.38% |
| #15 | MCKESSON CORP (MCK) - 1.32% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #16 | BROADCOM INC (AVGO) - 1.27% | UNITEDHEALTH GROUP INC (UNH) - 1.30% |
| #17 | ALTRIA GROUP INC (MO) - 1.25% | WALMART INC (WMT) - 1.30% |
| #18 | MONSTER BEVERAGE CORP (MNST) - 1.25% | TEXAS INSTRUMENTS INC (TXN) - 1.29% |
| #19 | COCA-COLA CO (KO) - 1.24% | EATON CORP PLC (ETN) - 1.23% |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23% | CONOCOPHILLIPS (COP) - 1.20% |
| #21 | EXXON MOBIL CORP (XOM) - 1.20% | DEERE & CO (DE) - 1.16% |
| #22 | CENCORA INC (COR) - 1.19% | META PLATFORMS INC CLASS A (META) - 1.14% |
| #23 | PPL CORP (PPL) - 1.14% | THE TRAVELERS COMPANIES INC (TRV) - 1.11% |
| #24 | WASTE MANAGEMENT INC (WM) - 1.10% | CSX CORP (CSX) - 1.07% |
| #25 | AT&T INC (T) - 1.09% | LOWE'S COMPANIES INC (LOW) - 1.07% |
| Total Holdings | 106 | 137 |
UPSD vs LVDS - Historical Returns
Returns include dividend reinvestment.
1M
UPSD
+1.91%
Winner
LVDS
+2.18%
3M
UPSD
+0.70%
Winner
LVDS
+7.72%
6M
UPSD
+3.97%
Winner
LVDS
+13.61%
1Y
UPSD
+17.92%
Winner
LVDS
+20.78%
Max(CAGR)
UPSD
+7.14%
Winner
LVDS
+23.56%
UPSD vs LVDS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | LVDS |
|---|---|---|
| 2026 | +4.03% | +11.81% |
| 2025 | +12.97% | +7.23% |
| 2024 | -5.14% | N/A |
UPSD vs LVDS Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current UPSD drawdown is -3.31%. The current LVDS drawdown is -1.48%.
| Rank | UPSD | LVDS |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -6.64% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -3.59% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -2.91% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -2.60% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -2.22% Oct 27, 2025 - Nov 12, 2025 |
| #6 | -3.31% Jun 1, 2026 - Jun 5, 2026 | -1.48% Jun 4, 2026 - Jun 5, 2026 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -1.40% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -1.35% Jul 14, 2025 - Jul 22, 2025 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -1.16% May 6, 2026 - May 14, 2026 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -1.16% May 14, 2026 - May 22, 2026 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -1.05% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -0.91% Dec 24, 2025 - Jan 5, 2026 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -0.91% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -0.89% Apr 30, 2026 - May 6, 2026 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -0.88% Dec 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between UPSD and LVDS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2024 - 2026)
UPSD vs LVDS dividend yield comparison.
| Year | UPSD | LVDS |
|---|---|---|
| 2026 | 0.22% | 0.28% |
| 2025 | 0.67% | 8.25% |
| 2024 | 0.06% | 0.00% |
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