Aptus Large Cap Upside ETF
UPSDBATSAptus Capital AdvisorsEquity
As of Oct 16, 2026 close
- Assets (AUM)
- $123.64M
- Expense ratio
- 0.79%
- Dividend yield
- 0.57%
- Holdings
- 105
- 52-week range
- $24.61$32.34
- Volume (live)
- -
- Avg. volume (3M)
- 19.33K
UPSD ETF: Aptus Large Cap Upside ETF - Price, Holdings & Analysis
Aptus Large Cap Upside ETF Price Chart
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Financial Metrics & Key Statistics
Fund characteristics, expense ratio, dividend yield, and performance metrics
| Day's Range | $30.50 - $30.98 |
|---|---|
| 52-Week High | $32.34 |
| 52-Week Low | $24.61 |
| Open | $30.98 |
| Volume (last close) | 71.35K |
| Average Volume (3M) | 19.33K |
| 1 Day Change | +0.71% |
|---|---|
| 1 Month Change | +2.78% |
| 6 Month Change | +14.43% |
| YTD Change | +15.58% |
| 1 Year Change | +17.58% |
| Annual Dividend | $0.18 |
|---|---|
| Dividend Yield | 0.57% |
| Last Dividend Ex-Date | Sep 29, 2026 |
| Dividend Growth YoY | +20.11% |
| Years Dividend Growth | 1 |
| Assets (AUM) | $123.64M |
|---|---|
| Expense Ratio | 0.79% |
| Total Holdings | 105 |
| Inception Date | Nov 19, 2024 |
| 50-Day MA | $30.29 |
|---|---|
| 200-Day MA | $28.22 |
| RSI | 56.07 |
| Stochastic %K | 68.61 |
| Stochastic %D | 87.15 |
Source: Exchange price data and fund disclosures. Data as of Oct 16, 2026. Data sources and methodology
UPSD at a Glance
Aptus Large Cap Upside ETF (UPSD) is an equity ETF from Aptus Capital Advisors, launched in November 2024. It manages $123.64M in assets and charges a 0.79% expense ratio, about $79 a year per $10,000 invested.
As of its Oct 4, 2026 holdings, it holds 105 positions. The largest are NVIDIA Corporation (NVDA, 5.35%), Apple Inc (AAPL, 5.08%) and Microsoft Corporation (MSFT, 3.48%). The top 10 holdings make up 26.4% of the fund. By sector it leans toward Other (68.2%), Technology (7.1%) and Consumer Staples (5.4%). 97.9% of assets are in the United States.
It pays distributions yielding 0.57% at the Oct 16, 2026 close, $0.18 per share over the trailing 12 months. As of the Oct 16, 2026 close, the share price is up 17.6% over one year (price change, excluding distributions).
Frequently Asked Questions About Aptus Large Cap Upside ETF
What is the current price of UPSD?
The latest UPSD price is $30.57 (Oct 16, 2026 close). The 52-week range is $24.61–$32.34. The share price is up 17.6% over the past year (price change, excluding distributions).
What is the expense ratio for UPSD?
UPSD's annual expense ratio is 0.79%. This represents the yearly cost of holding the fund, deducted from total returns. Compare with similar Equity ETFs in the ETF Screener.
Does UPSD pay dividends?
Yes, UPSD pays a 0.57% dividend yield (trailing 12 months, at the Oct 16, 2026 close). The most recent ex-dividend date was September 29, 2026. View full dividend history in the Dividends section.
What are the top holdings of UPSD?
As of Oct 4, 2026, UPSD's largest holdings are NVIDIA Corporation (5.3%), Apple Inc (5.1%), Microsoft Corporation (3.5%) (combined weight: 13.9%). The fund holds 105 total positions. View the complete portfolio breakdown in the Holdings section.
How does UPSD compare to similar ETFs?
Compare UPSD (0.79% expense ratio, $124M AUM) against similar Equity ETFs using the ETF Screener. Filter by expense ratio, dividend yield, and performance to find alternatives.