ETF Series Solutions - Aptus Large Cap Upside ETF (UPSD) Dividend Yield, History & Forecast

ETF Series Solutions - Aptus Large Cap Upside ETF (UPSD) is an exchange-traded fund (ETF) listed on the Chicago Board Options Exchange. market capitalization is approximately $123M.

UPSD fund composition

It charges an expense ratio of 0.79%, and manages $123.8M.

UPSD runs a derivative strategy and reports no conventional equity constituents, so there is no holdings breakdown to show. Its exposure comes from options positions rather than shares in underlying companies.

Frequently Asked Questions about ETF Series Solutions - Aptus Large Cap Upside ETF (UPSD)

What does ETF Series Solutions - Aptus Large Cap Upside ETF invest in?
UPSD seeks total returns exceeding that of the S&P 500. It actively invests in US large-cap companies selected for their good quality, value, and growth traits, and weighted to minimize volatility. It also will invest in Treasury bills and/or box spreads to provide cash return on collaterals used for the derivatives employing either standard exchange-listed options or FLEX options. The fund aims to outperform the SPX during up-market and manage downside exposure during unfavorable conditions by utilizing futures or total return swaps that implement a systematic trading strategy, as well as...