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UPSD - AI Analysis
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Aptus Large Cap Upside ETF (UPSD)
Rating:69Neutral
Price Target:
$29.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia and Microsoft, have shown strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF spreads its investments across a variety of sectors, including Technology, Consumer Defensive, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has delivered solid year-to-date returns, indicating strong momentum in its portfolio.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many similar funds, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With over 93% exposure to U.S. companies, the ETF lacks geographic diversification and is vulnerable to domestic market downturns.
Mixed Performance Among Holdings
Some holdings, such as Amazon and Lockheed Martin, have shown weak or minimal gains, potentially dragging down overall performance.
UPSD vs. SPDR S&P 500 ETF (SPY)
AUM96.40M
RegionNorth America
Expense Ratio0.79%
Beta1.15
IssuerAptus
Inception DateNov 20, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,799
30 Day Avg. Volume10,104
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
UPSD Summary
The Aptus Large Cap Upside ETF (Ticker: UPSD) focuses on large-cap companies, which are well-established businesses with significant market value. It includes industry leaders like Nvidia and Apple, and covers sectors such as technology, consumer defensive, and healthcare. This ETF is designed for investors seeking growth potential and stability by investing in influential companies across various industries. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, as it heavily relies on large-cap stocks, particularly in the technology sector.
How much will it cost me?The Aptus Large Cap Upside ETF (Ticker: UPSD) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Aptus Large Cap Upside ETF (UPSD) could benefit from continued growth in the technology sector, as its top holdings include major players like Nvidia, Apple, and Microsoft, which are well-positioned to capitalize on innovation and demand for tech products. However, rising interest rates or economic slowdowns could negatively impact consumer spending and corporate earnings, particularly in sectors like Consumer Defensive and Financials, which also have significant exposure in the fund.
UPSD Top 10 Holdings
The Aptus Large Cap Upside ETF leans heavily into the technology sector, with standout performers like Nvidia and Microsoft driving much of its recent momentum thanks to their leadership in AI and cloud services. Apple has shown steady growth, but its pace has slowed compared to earlier in the year. On the flip side, Amazon has been a drag on the fund, struggling with mixed performance and challenges in its AWS business. With a strong U.S. focus and a tilt toward industry giants, this fund is riding the wave of innovation but faces headwinds from lagging names in consumer and financial sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.57% | $5.37M | $5.03T | 48.59% | 85 Outperform | |
| Apple | 4.91% | $4.73M | $4.00T | 17.21% | 78 Outperform | |
| Microsoft | 4.85% | $4.68M | $4.03T | 25.20% | 83 Outperform | |
| ― | 2.92% | $2.82M | ― | ― | ― | |
| Amazon | 2.08% | $2.01M | $2.46T | 19.49% | 77 Outperform | |
| Cencora | 1.79% | $1.73M | $64.59B | 45.18% | 59 Neutral | |
| Lockheed Martin | 1.39% | $1.34M | $112.30B | -11.10% | 70 Outperform | |
| Cboe Global Markets | 1.36% | $1.31M | $24.34B | 11.00% | 74 Outperform | |
| Alphabet Class A | 1.36% | $1.31M | $3.32T | 57.38% | 82 Outperform | |
| Kellanova | 1.35% | $1.30M | $28.86B | 2.68% | 64 Neutral |
UPSD Technical Analysis
Positive
―
Price Trends
26.23
Positive
25.44
Positive
24.41
Positive
Market Momentum
0.20
Negative
56.33
Neutral
85.94
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UPSD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.63, equal to the 50-day MA of 26.23, and equal to the 200-day MA of 24.41, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 56.33 is Neutral, neither overbought nor oversold. The STOCH value of 85.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UPSD.
UPSD Peer Comparison
Comparison Results
Performance Comparison
UPSD
Aptus Large Cap Upside ETF
26.86
1.71
6.80%
BCUS
Bancreek U.S. Large Cap ETF
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HUSV
First Trust Horizon Managed Volatility Domestic ETF
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BFRZ
Innovator Equity Managed 100 Buffer ETF
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PRCS
Parnassus Core Select ETF
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EGGY
NestYield Dynamic Income Shield ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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