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PPI vs JUCY

Astoria Real Asset ETF vs Aptus Enhanced Yield ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

JUCY

Aptus Enhanced Yield ETF

APTUS ETFs

Annual cost

0.60%

Fund size

$234M

Key differences

  • PPI follows a active selection strategy; JUCY uses multi strategy.
  • Over the last 3 years, PPI has delivered higher annualized returns.

Side-by-side comparison

PPIJUCY
Annual cost (TER)0.58%0.60%
Fund size (AUM)$159M$234M
Since20212022
Dividend yield1.00%8.43%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+42.7%+7.5%
CAGR 3Y+22.7%+4.4%
CAGR 5YN/AN/A
Sharpe 3Y1.110.25
Volatility 1Y15.78%3.50%
Max drawdown-24.54%-1.56%

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

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