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JUCY vs XV

Aptus Enhanced Yield ETF vs Simplify Target 15 Distribution ETF

JUCY

Aptus Enhanced Yield ETF

Annual cost

0.60%

Fund size

$234M

XV

Simplify Target 15 Distribution ETF

Annual cost

0.75%

Fund size

$60M

Key differences

  • JUCY costs 0.15% less per year.
  • JUCY is significantly larger than XV — larger funds tend to be more liquid and less likely to close.
  • JUCY follows a multi strategy strategy; XV uses option income.

Side-by-side comparison

JUCYXV
Annual cost (TER)0.60%0.75%
Fund size (AUM)$234M$60M
Since20222025
Dividend yield8.43%13.61%
Asset classalternativealternative
Regionnorth america
Strategymulti strategyoption income
CAGR 1Y+7.5%+16.3%
CAGR 3Y+4.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.25N/A
Volatility 1Y3.50%9.43%
Max drawdown-1.56%-5.73%

Similar to JUCY and XV