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JUCY vs CDX

Aptus Enhanced Yield ETF vs Simplify High Yield ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.35% less per year.
  • Over the last 3 years, CDX has delivered higher annualized returns.

Side-by-side comparison

JUCYCDX
Annual cost (TER)0.60%0.25%
Fund size (AUM)$234M$440M
Since20222022
Dividend yield8.43%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategymulti strategy
CAGR 1Y+7.6%-0.3%
CAGR 3Y+4.3%+7.8%
CAGR 5YN/AN/A
Sharpe 3Y0.210.42
Volatility 1Y3.50%5.69%
Max drawdown-1.56%-13.24%

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

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