UPSDvsCAIEETF Comparison
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Aptus Large Cap Upside ETF (UPSD) belongs to the Alternatives segment. Calamos Autocallable Income ETF (CAIE) is part of the Options Strategies segment. UPSD is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.74% for CAIE. UPSD is up 9.08% year-to-date (YTD) with +$12M in YTD flows. CAIE performs better with 9.08% YTD performance, and +$589M in YTD flows. Run a side-by-side ETF comparison of UPSD and CAIE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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UPSD vs CAIE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPSD CAIE | +2.92%+0.44% | +8.43%+5.53% | +9.08%+9.08% | +18.47%+20.52% | n/an/a | n/an/a |
| Flows | UPSD CAIE | +$708K+$134M | +$9M+$275M | +$12M+$589M | +$17M+$1.07B | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPSD CAIE | +12.96%+9.91% | +14.42%+11.40% | n/an/a | n/an/a |
| Max drawdown | UPSD CAIE | -5.06%-3.20% | -11.83%-7.22% | n/an/a | n/an/a |
| Max drawdown duration | UPSD CAIE | 30d44d | 71d91d | n/an/a | n/an/a |
Trading data
UPSD | CAIE | |
Last sale 7/17/2026 at 1:30 PM | $28.81 | $26.78 |
| Previous close 07/16/2026 | $29.03 | $27.05 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
UPSD | CAIE | |
|---|---|---|
| Last price | $28.81 | $26.78 |
| 1D performance | -0.73% | -1.00% |
| AuM | $114.78 M | $1.12 B |
| E/R | 0.79% | 0.74% |
Characteristics
UPSD | CAIE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | APTUS ETFs | Calamos Investments |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 20, 2024 | June 25, 2025 |
| ESG | No | No |
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Exposure
Countries
UPSD
Data will be available soon
CAIE
Data will be available soon
Sectors
UPSD
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CAIE
Data will be available soon
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Diversification
UPSD
Data will be available soon
CAIE
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
UPSD
Data will be available soon
CAIE
Data will be available soon
Frequently asked questions about UPSD and CAIE
How have the UPSD and CAIE ETFs performed in 2026?
As of July 16, 2026, UPSD is up 9.08% year-to-date (YTD), while CAIE has returned 9.08%. That puts CAIE better performer ahead so far this year.
Which ETF is attracting more investor money: UPSD or CAIE?
Year-to-date, the UPSD ETF saw +$12M in flows, compared to +$589M for CAIE.
Which ETF is more volatile: UPSD or CAIE?
Over the past year, UPSD had a volatility of 14.42%, while CAIE experienced 11.4%.
Which ETF is bigger: UPSD or CAIE?
As of July 16, 2026, UPSD holds $114.78 M in assets under management (AUM), while CAIE manages $1.12 B.
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Latest news about UPSD & CAIE
Innovations in Swap Based ETFs: Beyond Just Leverage
February 27, 2026
CAIE
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November 20, 2025
CAIE
Autocallables: The Next Generation of Equity Income ETFs
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CAIE
Autocallable Yield Advantage and Market Reception
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CAIE
This is How Calamos Turned Wall Street’s $100 Billion Secret Into an ETF
August 8, 2025
CAIE
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