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JUCY vs YLD

Aptus Enhanced Yield ETF vs Principal Active High Yield ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • YLD costs 0.21% less per year.
  • JUCY covers north america markets; YLD covers global.
  • Over the last 3 years, YLD has delivered higher annualized returns.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JUCYYLD
Annual cost (TER)0.60%0.39%
Fund size (AUM)$234M$524M
Since20222015
Dividend yield8.43%7.31%
Asset classalternativealternative
Regionnorth americaglobal
Strategymulti strategymulti strategy
CAGR 1Y+7.6%+8.3%
CAGR 3Y+4.3%+8.9%
CAGR 5YN/A+5.0%
Sharpe 3Y0.210.90
Volatility 1Y3.50%4.32%
Max drawdown-1.56%-28.34%

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

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