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JUCY vs BFIX

Aptus Enhanced Yield ETF vs Build Bond Innovation ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

BFIX

Build Bond Innovation ETF

Build Asset Management, LLC

Annual cost

0.45%

Fund size

$13M

Key differences

  • BFIX costs 0.15% less per year.
  • JUCY is significantly larger than BFIX — larger funds tend to be more liquid and less likely to close.
  • JUCY follows a multi strategy strategy; BFIX uses option income.
  • Over the last 3 years, BFIX has delivered higher annualized returns.

Side-by-side comparison

JUCYBFIX
Annual cost (TER)0.60%0.45%
Fund size (AUM)$234M$13M
Since20222022
Dividend yield8.43%3.60%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+7.6%+4.7%
CAGR 3Y+4.3%+7.7%
CAGR 5YN/AN/A
Sharpe 3Y0.210.81
Volatility 1Y3.50%2.90%
Max drawdown-1.56%-8.03%

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

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