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JUCY vs YEAR

Aptus Enhanced Yield ETF vs AB Ultra Short Income ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

Key differences

  • YEAR costs 0.35% less per year.
  • YEAR is significantly larger than JUCY — larger funds tend to be more liquid and less likely to close.
  • JUCY is classified as alternative, while YEAR is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; YEAR uses active selection.

Side-by-side comparison

JUCYYEAR
Annual cost (TER)0.60%0.25%
Fund size (AUM)$234M$1.5B
Since20222022
Dividend yield8.43%4.21%
Asset classalternativefixed income
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%+4.0%
CAGR 3Y+4.3%+5.0%
CAGR 5YN/AN/A
Sharpe 3Y0.211.27
Volatility 1Y3.50%0.77%
Max drawdown-1.56%-0.79%

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

Similar to JUCY and YEAR