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JUCY vs APMU

Aptus Enhanced Yield ETF vs ActivePassive Intermediate Municipal Bond ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

APMU

ActivePassive Intermediate Municipal Bond ETF

Active Passive Funds

Annual cost

0.35%

Fund size

$224M

Key differences

  • APMU costs 0.25% less per year.
  • JUCY is classified as alternative, while APMU is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; APMU uses active selection.
  • Over the last 3 years, JUCY has delivered higher annualized returns.

Side-by-side comparison

JUCYAPMU
Annual cost (TER)0.60%0.35%
Fund size (AUM)$234M$224M
Since20222023
Dividend yield8.43%2.64%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%+3.9%
CAGR 3Y+4.3%+2.5%
CAGR 5YN/AN/A
Sharpe 3Y0.21-0.37
Volatility 1Y3.50%2.35%
Max drawdown-1.56%-4.39%

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

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