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ACIO vs JUCY

Aptus Collared Investment Opportunity ETF vs Aptus Enhanced Yield ETF

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

Key differences

  • JUCY costs 0.19% less per year.
  • ACIO is significantly larger than JUCY — larger funds tend to be more liquid and less likely to close.
  • ACIO is classified as equity, while JUCY is alternative — different risk/return profiles.
  • ACIO follows a active selection strategy; JUCY uses multi strategy.
  • Over the last 3 years, ACIO has delivered higher annualized returns.

Side-by-side comparison

ACIOJUCY
Annual cost (TER)0.79%0.60%
Fund size (AUM)$2.3B$234M
Since20192022
Dividend yield0.39%8.43%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+17.0%+7.6%
CAGR 3Y+16.1%+4.3%
CAGR 5Y+10.4%N/A
Sharpe 3Y1.200.21
Volatility 1Y8.40%3.50%
Max drawdown-14.19%-1.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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