Screener
FDAT vs JUCY
Tactical Advantage ETF vs Aptus Enhanced Yield ETF
Key differences
FDAT is a fixed income ETF, while JUCY is an alternative ETF. FDAT charges 0.78% a year and JUCY 0.60%.
- FDAT is a fixed income fund, while JUCY is an alternative fund. They carry different risk/return profiles.
- FDAT follows a tactical allocation strategy; JUCY uses multi strategy.
- JUCY costs 0.18% less per year.
- JUCY is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
Side-by-side comparison
| FDAT | JUCY | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.60% |
| Fund size (AUM) | $36M | $245M |
| Since | 2023 | 2022 |
| Dividend yield | 5.63% | 8.23% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | +10.8% | +7.3% |
| CAGR 3Y | +8.7% | +4.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | 0.21 |
| Volatility 1Y | 10.36% | 3.61% |
| Max drawdown | -8.20% | -1.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.