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ADPV vs JUCY

Adaptiv Select ETF vs Aptus Enhanced Yield ETF

ADPV

Adaptiv Select ETF

Adaptive ETF

Annual cost

1.00%

Fund size

$171M

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

Key differences

  • JUCY costs 0.40% less per year.
  • ADPV is classified as equity, while JUCY is alternative — different risk/return profiles.
  • ADPV follows a active selection strategy; JUCY uses multi strategy.
  • Over the last 3 years, ADPV has delivered higher annualized returns.

Side-by-side comparison

ADPVJUCY
Annual cost (TER)1.00%0.60%
Fund size (AUM)$171M$234M
Since20222022
Dividend yield0.68%8.43%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+36.2%+7.6%
CAGR 3Y+26.7%+4.3%
CAGR 5YN/AN/A
Sharpe 3Y1.030.21
Volatility 1Y24.05%3.50%
Max drawdown-22.30%-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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