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JUCY vs IG

Aptus Enhanced Yield ETF vs Principal Investment Grade Corporate ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.41% less per year.
  • JUCY is classified as alternative, while IG is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; IG uses active selection.

Side-by-side comparison

JUCYIG
Annual cost (TER)0.60%0.19%
Fund size (AUM)$234M$179M
Since20222018
Dividend yield8.43%5.06%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%+7.0%
CAGR 3Y+4.3%+5.1%
CAGR 5YN/A+0.2%
Sharpe 3Y0.210.27
Volatility 1Y3.50%4.81%
Max drawdown-1.56%-23.17%

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

Similar to JUCY and IG