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. In contrast, CAIE's top sector exposures are Sovereign. UPSD is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.74% for CAIE. UPSD is up 15.28% year-to-date (YTD) with +$17M in YTD flows. CAIE performs worse with 11.41% YTD performance, and +$781M 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 09/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UPSD CAIE | +4.18%+1.60% | +8.85%+1.95% | +15.28%+11.41% | +20.87%+18.35% | n/an/a | n/an/a |
| Flows | UPSD CAIE | +$2M+$122M | +$4M+$359M | +$17M+$781M | +$20M+$1.14B | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UPSD CAIE | +14.23%+10.99% | +14.45%+11.10% | n/an/a | n/an/a |
| Max drawdown | UPSD CAIE | -4.26%-3.12% | -11.83%-7.22% | n/an/a | n/an/a |
| Max drawdown duration | UPSD CAIE | 8d57d | 71d91d | n/an/a | n/an/a |
Trading data
UPSD | CAIE | |
Last sale 9/4/2026 at 2:40 PM | $30.59 | $26.89 |
| Previous close 09/03/2026 | $30.72 | $27.00 |
| Consolidated volume 09/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/4/2026 at 2:40 PM
Live
Closed
UPSD | CAIE | |
|---|---|---|
| Last price | $30.59 | $26.89 |
| 1D performance | -0.41% | -0.43% |
| AuM | $125.90 M | $1.31 B |
| E/R | 0.79% | 0.74% |
Characteristics
UPSD | CAIE | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | APTUS ETFs | Calamos Investments |
| Benchmark | - | - |
| N° of holdings | - | 2 |
| 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
USA
13.56%
Other
86.44%
Sectors
UPSD
Data will be available soon
CAIE
Sovereign
13.56%
Other
86.44%
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Diversification
UPSD
Data will be available soon
CAIE
Total weight of top 2 holdings out of 2
92.88%
Top 15 holdings
Data as of January 1, 1970
UPSD
Data will be available soon
CAIE
US12811T5149
79.32%
USA, Bills 0% 7jan2027, USD (182D)
13.56%
Frequently asked questions about UPSD and CAIE
How have the UPSD and CAIE ETFs performed in 2026?
As of September 3, 2026, UPSD is up 15.28% year-to-date (YTD), while CAIE has returned 11.41%. That puts UPSD better performer ahead so far this year.
Which ETF is attracting more investor money: UPSD or CAIE?
Year-to-date, the UPSD ETF saw +$17M in flows, compared to +$781M for CAIE.
Which ETF is more volatile: UPSD or CAIE?
Over the past year, UPSD had a volatility of 14.45%, while CAIE experienced 11.1%.
Which ETF is bigger: UPSD or CAIE?
As of September 3, 2026, UPSD holds $125.90 M in assets under management (AUM), while CAIE manages $1.31 B.
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Latest news about UPSD & CAIE
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