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AMAX vs JUCY

Adaptive Hedged Multi-Asset Income ETF vs Aptus Enhanced Yield ETF

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

Key differences

  • JUCY costs 0.76% less per year.
  • JUCY is significantly larger than AMAX — larger funds tend to be more liquid and less likely to close.
  • AMAX follows a option income strategy; JUCY uses multi strategy.
  • Over the last 3 years, AMAX has delivered higher annualized returns.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMAXJUCY
Annual cost (TER)1.36%0.60%
Fund size (AUM)$60M$234M
Since20092022
Dividend yield10.63%8.43%
Asset classalternativealternative
Regionnorth america
Strategyoption incomemulti strategy
CAGR 1Y+11.8%+7.6%
CAGR 3Y+9.4%+4.3%
CAGR 5YN/AN/A
Sharpe 3Y0.590.21
Volatility 1Y9.98%3.50%
Max drawdown-16.25%-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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