UPSD — Aptus Large Cap Upside Etf
Aptus Large Cap Upside Etf (UPSD)
UPSD pays a 0.51% distribution rate, quarterly. Its Distribution Safety Score™ is 50 (Caution). Distributions fell 3.9% over the past year. Total return is 23.0% over the past 1.7 years, 10.5 points behind SPY at 33.5%. Its deepest 1-year drawdown was 11.9%.
UPSD is a large-cap equity ETF that distributes income on a quarterly basis with a current distribution rate of 0.67%. The fund targets investors seeking exposure to large-cap stocks combined with regular quarterly distributions. This yield profile and distribution frequency appeal to income-focused investors looking for quarterly cash flows from a diversified large-cap equity portfolio.
UPSD key facts
- Distribution Safety Score™
- 50 · Caution
- Issuer
- Aptus
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 11/20/2024
- Distribution rate
- 0.51%
- Distribution frequency
- Quarterly
- Trailing yield
- 0.62%
- Last close
- $30.66
- AUM
- $124,158,443
- Average volume
- 11200.0
- Last dividend
- $0.0394
- Ex-dividend date
- 06/29/2026
- Beta
- 1.0765
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Income is not the same as return. Distribution yield measures cash paid to investors; total return also includes price changes. Compare both, especially for option-income and other high-distribution funds.
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