ETFs most similar to UPSD
The funds whose holdings overlap Aptus Large Cap Upside ETF the most, by weight. as of Apr 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with UPSD | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| UPSDAptus Large Cap Upside ETF | Large Cap Blend | — | 0.79% | $128M | +15.2% | 0.57% | |
| QLVNorthern Trust US Quality Low Volatility ETF | Quality | 45% | 0.08% | $170M | +10.7% | 1.47% | side by side |
| QUSState Street SPDR MSCI USA StrategicFactors ETF | Large Cap Blend | 43% | 0.15% | $1.6B | +13.1% | 1.24% | side by side |
| BALIiShares U.S. Large Cap Premium Income Active ETF | Covered Call | 43% | 0.35% | $1.4B | +9.7% | 7.67% | side by side |
| USMViShares MSCI USA Min Vol Factor ETF | Low Volatility | 42% | 0.15% | $23.8B | +5.3% | 1.40% | side by side |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | Multi-Factor | 41% | 0.29% | $4.8B | +18.3% | 0.82% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.