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JUCY vs SDFI

Aptus Enhanced Yield ETF vs AB Short Duration Income ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

SDFI

AB Short Duration Income ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$173M

Key differences

  • SDFI costs 0.30% less per year.
  • JUCY is classified as alternative, while SDFI is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; SDFI uses active selection.

Side-by-side comparison

JUCYSDFI
Annual cost (TER)0.60%0.30%
Fund size (AUM)$234M$173M
Since20222018
Dividend yield8.43%4.67%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%+4.8%
CAGR 3Y+4.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.21N/A
Volatility 1Y3.50%2.09%
Max drawdown-1.56%-1.21%

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

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