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HIGH vs JUCY

Simplify Enhanced Income ETF vs Aptus Enhanced Yield ETF

HIGH

Simplify Enhanced Income ETF

Annual cost

0.50%

Fund size

$75M

JUCY

Aptus Enhanced Yield ETF

Annual cost

0.60%

Fund size

$245M

Key differences

Both HIGH and JUCY are alternative ETFs. HIGH charges 0.50% a year and JUCY 0.60%. The main difference: HIGH follows a option income strategy; JUCY uses multi strategy.

  • HIGH follows a option income strategy; JUCY uses multi strategy.
  • HIGH costs 0.10% less per year.
  • JUCY is much larger than HIGH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JUCY has delivered higher annualized returns.

Side-by-side comparison

HIGHJUCY
Annual cost (TER)0.50%0.60%
Fund size (AUM)$75M$245M
Since20222022
Dividend yield7.33%8.23%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y-3.0%+7.3%
CAGR 3Y+3.0%+4.3%
CAGR 5YN/AN/A
Sharpe 3Y-0.010.21
Volatility 1Y8.74%3.61%
Max drawdown-9.50%-1.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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