UPSD
Aptus Large Cap Upside ETF
📎 Investment Objective
The Aptus Large Cap Upside ETF (UPSD) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Aptus Large Cap Upside Index.
Overview
ETF tracking Aptus Large Cap Upside ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Aptus Large Cap Upside ETF (UPSD) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Aptus Large Cap Upside Index.
🎯 Investment Strategy
The ETF invests primarily in large-capitalization U.S. equity securities included in the Aptus Large Cap Upside Index. The index is designed to provide exposure to large-cap U.S. stocks with the potential for upside price appreciation.
✨ Key Features
- Focuses on large-cap U.S. equities with upside potential
- Tracks the Aptus Large Cap Upside Index
- Expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Equity market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Concentration risk: The ETF's performance may be more volatile due to its focus on large-cap stocks
- Tracking error risk: The ETF may not perfectly track its underlying index
- Lack of performance history: With limited data, it's difficult to evaluate the fund's long-term performance
👤 Best For
The Aptus Large Cap Upside ETF may be suitable for investors seeking exposure to large-cap U.S. stocks with the potential for upside price appreciation, as part of a diversified portfolio. However, due to the fund's limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.