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JUCY vs CRDT

Aptus Enhanced Yield ETF vs Simplify Opportunistic Income ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • JUCY costs 0.39% less per year.
  • JUCY is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • JUCY is classified as alternative, while CRDT is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; CRDT uses active selection.

Side-by-side comparison

JUCYCRDT
Annual cost (TER)0.60%0.99%
Fund size (AUM)$234M$38M
Since20222023
Dividend yield8.43%6.51%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%-0.0%
CAGR 3Y+4.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.21N/A
Volatility 1Y3.50%8.48%
Max drawdown-1.56%-9.80%

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

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