UPSD vs SPY
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
UPSD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPSD
$101M
Winner
SPY
$735B
Expense Ratio
UPSD
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
UPSD
24.04%
SPY
56.47%
Sharpe Ratio
UPSD
0.93
Winner
SPY
1.62
5Y Beta
UPSD
1.13
Winner
SPY
1.00
P/E Ratio
Winner
UPSD
25.63
SPY
28.99
Forward P/E
Winner
UPSD
20.16
SPY
22.37
PEG Ratio
UPSD
0.55
SPY
N/A
5Y Dividends CAGR
UPSD
N/A
SPY
5.43%
5Y EPS CAGR
UPSD
23.38%
Winner
SPY
26.05%
Debt to Equity
UPSD
93.17%
Winner
SPY
32.40%
P/S Ratio
Winner
UPSD
1.83
SPY
3.74
P/B Ratio
UPSD
5.75
Winner
SPY
5.61
UPSD vs SPY - Holdings Comparison
UPSD and SPY have 94 common holdings. Overlap is -52.96%
UPSD's top 25 holdings weight is 139.30%. SPY's top 25 holdings weight is 52.37%.
| Rank | UPSD | SPY |
|---|---|---|
| #1 | RCXTSOA6 TRS 090826 (n/a) - 49.60% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | RCXTSOA6 TRS 052627 (n/a) - 47.77% | APPLE INC (AAPL) - 7.02% |
| #3 | APPLE INC (AAPL) - 5.06% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | NVIDIA CORP (NVDA) - 5.03% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | MICROSOFT CORP (MSFT) - 3.76% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | AMAZON.COM INC (AMZN) - 2.38% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.77% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.76% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CBOE GLOBAL MARKETS INC (CBOE) - 1.69% | TESLA INC (TSLA) - 1.89% |
| #10 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.58% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | WELLTOWER INC (WELL) - 1.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | CME GROUP INC CLASS A (CME) - 1.45% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 1.34% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | MCKESSON CORP (MCK) - 1.32% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | BROADCOM INC (AVGO) - 1.27% | INTEL CORP (INTC) - 0.90% |
| #17 | ALTRIA GROUP INC (MO) - 1.25% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | MONSTER BEVERAGE CORP (MNST) - 1.25% | VISA INC CLASS A (V) - 0.85% |
| #19 | COCA-COLA CO (KO) - 1.24% | WALMART INC (WMT) - 0.81% |
| #20 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.23% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | EXXON MOBIL CORP (XOM) - 1.20% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | CENCORA INC (COR) - 1.19% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | PPL CORP (PPL) - 1.14% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | WASTE MANAGEMENT INC (WM) - 1.10% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | AT&T INC (T) - 1.09% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 106 | 505 |
UPSD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+1.91%
SPY
+1.90%
3M
UPSD
+0.70%
Winner
SPY
+8.55%
6M
UPSD
+3.97%
Winner
SPY
+8.18%
1Y
UPSD
+17.92%
Winner
SPY
+25.79%
5Y(CAGR)
UPSD
N/A
SPY
+13.32%
10Y(CAGR)
UPSD
N/A
SPY
+15.19%
Max(CAGR)
UPSD
+7.14%
Winner
SPY
+8.47%
UPSD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | SPY |
|---|---|---|
| 2026 | +4.03% | +8.26% |
| 2025 | +12.97% | +18.00% |
| 2024 | -5.14% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UPSD vs SPY Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UPSD drawdown is -3.31%. The current SPY drawdown is -2.90%.
| Rank | UPSD | SPY |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.31% Jun 1, 2026 - Jun 5, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.74% Jan 28, 2026 - Feb 2, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.59% Sep 11, 2025 - Sep 19, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UPSD and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
UPSD vs SPY dividend yield comparison.
| Year | UPSD | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 0.67% | 1.07% |
| 2024 | 0.06% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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