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DUBS
+2.14 · +5.98%
$37.92 · BATS

Aptus Large Cap Enhanced Yield ETF (DUBS) ETF Analysis | Large Blend

APTUS ETFs · USA
AUM:$304.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.

What is DUBS?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through a combination of equity securities and total return swaps. Under normal circumstances, at least 80% of the fund"s net assets (plus borrowings for investment purposes) will be invested in equity securities of large cap companies and in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
DUBS delivered 16.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.39%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 43.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$304.2M
Expense Ratio0.39%
Dividend Yield2.04%
Holdings46
Inception DateJun 2023
Domicile–
Distribution–
Index–
ProviderAPTUS ETFs
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.5%
1Y
+23.2%
3Y
+78.8%
5Y
+84.2%
OpenBook InsightIf you had invested £10,000 in DUBS 5 years ago, it would have grown to £18,425 — a gain of £8,425.

Annual Returns

Calendar year performance

DUBS delivered positive returns in 4 of the last 4 calendar years.
YearDUBS
2026 YTD+15.2%
2025+19.4%
2024+24.2%
2023+8.1%
CAGR 3yr+17.0%
4/4 positive yearsAvg return: +16.7%Worst year: +8.1% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.2%
Low
Momentum
+4.1%
30-day change
Support Level
42.38
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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