UPSD vs PFIG

Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).

UPSD vs PFIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPSD(ETF)	PFIG(ETF)
Net Assets	$117M	$117M
Expense Ratio	0.79%	0.22%
Max Drawdown	24.04%	19.63%
Sharpe Ratio	0.98	-0.36
5Y Beta	1.11	0.05
P/E Ratio	25.58	N/A
Forward P/E	20.65	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	N/A	6.94%
5Y EPS CAGR	25.51%	N/A
Debt to Equity	58.20%	N/A
P/S Ratio	2.03	N/A
P/B Ratio	6.10	N/A

Net Assets

UPSD

$117M

Winner

PFIG

$117M

Expense Ratio

UPSD

0.79%

Winner

PFIG

0.22%

Max Drawdown

UPSD

24.04%

Winner

PFIG

19.63%

Sharpe Ratio

Winner

UPSD

0.98

PFIG

-0.36

5Y Beta

UPSD

1.11

Winner

PFIG

0.05

P/E Ratio

UPSD

25.58

PFIG

N/A

Forward P/E

UPSD

20.65

PFIG

N/A

PEG Ratio

UPSD

0.28

PFIG

N/A

5Y Dividends CAGR

UPSD

N/A

PFIG

6.94%

5Y EPS CAGR

UPSD

25.51%

PFIG

N/A

Debt to Equity

UPSD

58.20%

PFIG

N/A

P/S Ratio

UPSD

2.03

PFIG

N/A

P/B Ratio

UPSD

6.10

PFIG

N/A

UPSD vs PFIG - Historical Returns

Returns include dividend reinvestment.

Period	UPSD	PFIG
1 month	+5.44%	+0.76%
3 months	+6.29%	+0.45%
6 months	+8.32%	-0.42%
1 year	+19.18%	+2.84%
5 years(CAGR)	N/A	+1.27%
10 years(CAGR)	N/A	+2.34%
Max(CAGR)	+11.64%	+2.76%

Winner

UPSD

+5.44%

PFIG

+0.76%

Winner

UPSD

+6.29%

PFIG

+0.45%

Winner

UPSD

+8.32%

PFIG

-0.42%

Winner

UPSD

+19.18%

PFIG

+2.84%

5Y(CAGR)

UPSD

N/A

PFIG

+1.27%

10Y(CAGR)

UPSD

N/A

PFIG

+2.34%

Max(CAGR)

Winner

UPSD

+11.64%

PFIG

+2.76%

UPSD vs PFIG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	UPSD	PFIG
2026	+13.54%	+0.59%
2025	+12.97%	+7.73%
2024	-5.14%	+3.68%
2023	N/A	+6.70%
2022	N/A	-9.69%
2021	N/A	-1.30%
2020	N/A	+7.50%
2019	N/A	+9.72%
2018	N/A	-0.66%
2017	N/A	+3.47%
2016	N/A	+3.40%
2015	N/A	+0.95%
2014	N/A	+4.60%
2013	N/A	-1.16%
2012	N/A	+5.60%
2011	N/A	+1.99%

UPSD vs PFIG Drawdown Comparison

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

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The current UPSD drawdown is -1.37%. The current PFIG drawdown is -0.57%.

Rank	UPSD	PFIG
#1	-23.85% Dec 4, 2024 - Aug 13, 2025	-15.58% Aug 3, 2021 - Apr 3, 2025
#2	-11.91% Mar 2, 2026 - May 13, 2026	-14.64% Mar 3, 2020 - May 29, 2020
#3	-6.19% Oct 27, 2025 - Dec 24, 2025	-5.24% May 1, 2013 - Apr 11, 2014
#4	-5.02% Jun 1, 2026 - Jul 6, 2026	-4.08% Nov 1, 2011 - May 7, 2012
#5	-3.81% Oct 8, 2025 - Oct 27, 2025	-3.65% Sep 27, 2016 - Jun 2, 2017
#6	-3.39% Jan 12, 2026 - Jan 26, 2026	-3.41% Sep 5, 2017 - Jan 30, 2019
#7	-2.03% Feb 2, 2026 - Feb 6, 2026	-2.89% Dec 30, 2020 - Jul 19, 2021
#8	-2.00% Feb 11, 2026 - Feb 24, 2026	-2.48% Sep 22, 2011 - Oct 19, 2011
#9	-1.95% Jul 16, 2026 - Jul 28, 2026	-2.32% Apr 1, 2015 - Mar 16, 2016
#10	-1.92% Aug 14, 2026 - Aug 20, 2026	-2.03% Apr 4, 2025 - May 30, 2025
#11	-1.59% Dec 24, 2025 - Jan 9, 2026	-1.95% Feb 23, 2026 - Mar 26, 2026
#12	-1.53% May 14, 2026 - May 22, 2026	-1.76% Oct 15, 2014 - Jan 12, 2015
#13	-1.51% Jul 28, 2026 - Jul 31, 2026	-1.55% Sep 4, 2019 - Oct 3, 2019
#14	-1.39% Aug 22, 2025 - Sep 4, 2025	-1.38% May 18, 2012 - Jun 18, 2012
#15	-1.33% Sep 22, 2025 - Sep 29, 2025	-1.37% Dec 5, 2012 - Apr 4, 2013

Correlation

Correlation between UPSD and PFIG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

UPSD vs PFIG dividend yield comparison.

Year	UPSD	PFIG
2026	0.33%	2.95%
2025	0.67%	4.15%
2024	0.06%	4.12%
2023	0.00%	3.54%
2022	0.00%	2.58%
2021	0.00%	3.34%
2020	0.00%	2.81%
2019	0.00%	2.92%
2018	0.00%	2.88%
2017	0.00%	2.54%
2016	0.00%	2.58%
2015	0.00%	2.57%
2014	0.00%	2.39%
2013	0.00%	2.19%
2012	0.00%	2.30%
2011	0.00%	0.64%