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UPAR
+1.29 · +8.58%
$16.29 · NYSE ARCA

Tidal ETF Trust (UPAR) ETF Analysis | Moderate Allocation

Evoke · USA
AUM:$71.7M
#– of – in Moderate Allocation 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 30.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is UPAR?

The fund is an actively-managed ETF that seeks to replicate the returns of the Advanced Research Ultra Risk Parity Index (the "UPAR Index"). The UPAR Index is designed to provide leveraged exposure to the RPAR Index by using an implied financing rate to target 1.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
UPAR delivered 30.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 37.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$71.7M
Expense Ratio0.65%
Dividend Yield3.09%
Holdings29
Inception DateJan 2022
Domicile–
Distribution–
Index–
ProviderEvoke
Beta1.71
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-6.6%
1Y
+16.1%
3Y
+35.3%
5Y
-4.8%
OpenBook InsightIf you had invested £10,000 in UPAR 5 years ago, it would have fallen to £9,516 — a loss of £484.

Annual Returns

Calendar year performance

UPAR delivered positive returns in 3 of the last 5 calendar years.
YearUPAR
2026 YTD+5.8%
2025+23.9%
2024-2.0%
2023+4.9%
2022-30.3%
CAGR 4yr-2.9%
3/5 positive yearsAvg return: +0.5%Worst year: -30.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.6%
Low
Momentum
+4.9%
30-day change
Support Level
15.63
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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