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JUCY vs DEFR

Aptus Enhanced Yield ETF vs Aptus Deferred Income ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

DEFR

Aptus Deferred Income ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$116M

Key differences

  • JUCY costs 0.19% less per year.
  • JUCY follows a multi strategy strategy; DEFR uses option income.

Side-by-side comparison

JUCYDEFR
Annual cost (TER)0.60%0.79%
Fund size (AUM)$234M$116M
Since20222025
Dividend yield8.43%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+7.6%+6.4%
CAGR 3Y+4.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.21N/A
Volatility 1Y3.50%5.34%
Max drawdown-1.56%-3.90%

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

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