Key stats
About ETF Series Solutions Aptus Large Cap Upside ETF
Expense ratio
0.79%
Home page
Inception date
Nov 20, 2024
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 collect put option premiums during favorable conditions.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.