UPSD vs TLCI
Comparison between APTUS LARGE CAP UPSIDE ETF (UPSD, ETF) and TOUCHSTONE INTERNATIONAL EQUITY ETF (TLCI, ETF).
UPSD vs TLCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPSD
$111M
Winner
TLCI
$111M
Expense Ratio
UPSD
0.79%
Winner
TLCI
0.37%
Max Drawdown
UPSD
24.04%
Winner
TLCI
12.15%
Sharpe Ratio
Winner
UPSD
0.91
TLCI
-0.05
5Y Beta
UPSD
1.12
Winner
TLCI
0.65
P/E Ratio
UPSD
27.19
TLCI
N/A
Forward P/E
UPSD
20.28
TLCI
N/A
PEG Ratio
UPSD
0.35
TLCI
N/A
5Y EPS CAGR
UPSD
24.23%
TLCI
N/A
Debt to Equity
UPSD
80.74%
TLCI
N/A
P/S Ratio
UPSD
2.01
TLCI
N/A
P/B Ratio
UPSD
6.16
TLCI
N/A
UPSD vs TLCI - Holdings Comparison
UPSD and TLCI have 2 common holdings. Overlap is -88.60%
UPSD's top 25 holdings weight is 139.22%. TLCI's top 25 holdings weight is 89.22%.
| Rank | UPSD | TLCI |
|---|---|---|
| #1 | RCXTSOA6 TRS 052627 (n/a) - 49.77% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.57% |
| #2 | RCXTSOA6 TRS 090826 (n/a) - 47.78% | SAFRAN SA (n/a) - 4.76% |
| #3 | APPLE INC (AAPL) - 4.94% | COMPASS GROUP PLC (n/a) - 4.36% |
| #4 | NVIDIA CORP (NVDA) - 4.82% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 4.18% |
| #5 | MICROSOFT CORP (MSFT) - 2.74% | ICON PLC (ICLR) - 4.18% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.29% | UNIVERSAL MUSIC GROUP NV (n/a) - 4.11% |
| #7 | AMAZON.COM INC (AMZN) - 1.93% | ASML HOLDING NV (n/a) - 4.04% |
| #8 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.92% | ALLIANZ SE (n/a) - 4.00% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 1.71% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.95% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.68% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.80% |
| #11 | DATADOG INC CLASS A (DDOG) - 1.60% | CRH PLC (CRH) - 3.72% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.58% | THE MAGNUM ICE CREAM CO NV (n/a) - 3.66% |
| #13 | WELLTOWER INC (WELL) - 1.47% | AENA SME SA (n/a) - 3.43% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 1.44% | CANADIAN NATIONAL RAILWAY CO (n/a) - 3.43% |
| #15 | CARDINAL HEALTH INC (CAH) - 1.39% | WILLIS TOWERS WATSON PLC (WTW) - 3.28% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.34% | AIR PRODUCTS AND CHEMICALS INC (APD) - 3.13% |
| #17 | PALO ALTO NETWORKS INC (PANW) - 1.30% | NESTLE SA (n/a) - 3.10% |
| #18 | CBOE GLOBAL MARKETS INC (CBOE) - 1.26% | RELX PLC (n/a) - 3.08% |
| #19 | ELI LILLY AND CO (LLY) - 1.24% | NINTENDO CO LTD (n/a) - 3.00% |
| #20 | ALTRIA GROUP INC (MO) - 1.23% | SAP SE (n/a) - 2.93% |
| #21 | BROADCOM INC (AVGO) - 1.20% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 2.80% |
| #22 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.18% | BAE SYSTEMS PLC (n/a) - 2.78% |
| #23 | CHUBB LTD (CB) - 1.14% | BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 2.76% |
| #24 | ABBVIE INC (ABBV) - 1.14% | UNILEVER PLC (n/a) - 2.68% |
| #25 | MCKESSON CORP (MCK) - 1.13% | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 2.49% |
| Total Holdings | 106 | 33 |
UPSD vs TLCI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPSD
+4.23%
TLCI
+2.15%
3M
Winner
UPSD
+8.53%
TLCI
+3.87%
6M
Winner
UPSD
+8.10%
TLCI
+0.23%
1Y
Winner
UPSD
+17.07%
TLCI
+2.53%
Max(CAGR)
Winner
UPSD
+9.37%
TLCI
+4.71%
UPSD vs TLCI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | UPSD | TLCI |
|---|---|---|
| 2026 | +8.59% | +1.89% |
| 2025 | +12.97% | +4.00% |
| 2024 | -5.14% | N/A |
UPSD vs TLCI Drawdown Comparison
The maximum drawdown for UPSD was -23.85%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for TLCI was -12.15%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current UPSD drawdown is -0.34%. The current TLCI drawdown is -2.21%.
| Rank | UPSD | TLCI |
|---|---|---|
| #1 | -23.85% Dec 4, 2024 - Aug 13, 2025 | -12.15% Mar 5, 2025 - Apr 29, 2025 |
| #2 | -11.91% Mar 2, 2026 - May 13, 2026 | -11.83% Jan 27, 2026 - Jul 2, 2026 |
| #3 | -6.19% Oct 27, 2025 - Dec 24, 2025 | -6.17% Oct 3, 2025 - Jan 6, 2026 |
| #4 | -5.02% Jun 1, 2026 - Jul 6, 2026 | -5.23% Jul 9, 2025 - Oct 2, 2025 |
| #5 | -3.81% Oct 8, 2025 - Oct 27, 2025 | -2.55% Jul 2, 2026 - Jul 14, 2026 |
| #6 | -3.39% Jan 12, 2026 - Jan 26, 2026 | -2.50% Jun 4, 2025 - Jun 27, 2025 |
| #7 | -2.03% Feb 2, 2026 - Feb 6, 2026 | -1.78% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -2.00% Feb 11, 2026 - Feb 24, 2026 | -1.66% May 5, 2025 - May 16, 2025 |
| #9 | -1.59% Dec 24, 2025 - Jan 9, 2026 | -1.05% May 27, 2025 - Jun 4, 2025 |
| #10 | -1.53% May 14, 2026 - May 22, 2026 | -0.96% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -1.39% Aug 22, 2025 - Sep 4, 2025 | -0.77% Jun 30, 2025 - Jul 9, 2025 |
| #12 | -1.33% Sep 22, 2025 - Sep 29, 2025 | -0.57% May 20, 2025 - May 27, 2025 |
| #13 | -0.99% Aug 13, 2025 - Aug 22, 2025 | -0.45% Apr 30, 2025 - May 2, 2025 |
| #14 | -0.81% Jul 16, 2026 - Jul 20, 2026 | N/A |
| #15 | -0.74% Jan 28, 2026 - Feb 2, 2026 | N/A |
Correlation
Correlation between UPSD and TLCI is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2024 - 2026)
UPSD vs TLCI dividend yield comparison.
| Year | UPSD | TLCI |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 0.67% | 0.60% |
| 2024 | 0.06% | 0.00% |
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