JUCYAptus Enhanced Yield ETF
Seeks current income and capital preservation.
By APTUS ETFs · Launched 2022
0.60%
#3,235 of 5,861 · average
$251M
#2,167 of 5,861 · mid-size
+7.5%
3 years
#2,767 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 98.0% of fundconcentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income and capital preservation.
- Strategy
- Actively manages a portfolio of fixed income securities, including U.S. Treasury Bills and Notes, along with box spreads using FLEX options and total return swaps. Aims for current income and capital preservation through a combination of strategies.
- Inception date
- October 31, 2022
- Fund family
- APTUS ETFs
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You can build this cheaper yourself
Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.
Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04