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JUCY vs ZHOG

Aptus Enhanced Yield ETF vs F/m Opportunistic Income ETF

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • ZHOG costs 0.17% less per year.
  • JUCY is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • JUCY is classified as alternative, while ZHOG is fixed income — different risk/return profiles.
  • JUCY follows a multi strategy strategy; ZHOG uses active selection.

Side-by-side comparison

JUCYZHOG
Annual cost (TER)0.60%0.43%
Fund size (AUM)$234M$45M
Since20222023
Dividend yield8.43%5.60%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+7.6%+5.9%
CAGR 3Y+4.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.21N/A
Volatility 1Y3.50%1.61%
Max drawdown-1.56%-3.66%

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

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