BKFI vs. JUCY

Last updated Jun 5, 2026

BKFI (BNY Mellon Active Core Bond ETF) and JUCY (Aptus Enhanced Yield ETF) are both Intermediate Core Bond funds. Both are actively managed. At a 0.36 correlation, their price movements are largely independent. BKFI charges 0.40%/yr vs 0.60%/yr for JUCY.

Performance

BKFI vs. JUCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Active Core Bond ETF (BKFI) and Aptus Enhanced Yield ETF (JUCY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BKFI

• 1D: 0.17%
• 1M: 0.20%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JUCY

• 1D: 0.09%
• 1M: 0.49%
• YTD: 3.13%
• 6M: 3.92%
• 1Y: 7.83%
• 3Y*: 4.46%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BKFI vs. JUCY - Yearly Performance Comparison

	2026 (YTD)
BKFI BNY Mellon Active Core Bond ETF	-0.02%
JUCY Aptus Enhanced Yield ETF	3.00%

Correlation

The correlation between BKFI and JUCY is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 13, 2026	0.36

Return for Risk

BKFI vs. JUCY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JUCY

JUCY Risk / Return Rank: 84
JUCY Sharpe Ratio Rank: 70
JUCY Sortino Ratio Rank: 79
JUCY Omega Ratio Rank: 77
JUCY Calmar Ratio Rank: 96
JUCY Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BKFI vs. JUCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active Core Bond ETF (BKFI) and Aptus Enhanced Yield ETF (JUCY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BKFI	JUCY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.27	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.01	1.40	-1.41

Drawdowns

BKFI vs. JUCY - Drawdown Comparison

The maximum BKFI drawdown since its inception was -3.08%, which is greater than JUCY's maximum drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for BKFI and JUCY.

Drawdown Indicators

	BKFI	JUCY	Difference
Max Drawdown Largest peak-to-trough decline	-3.08%	-1.56%	-1.52%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.83%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-1.56%	—
Current Drawdown Current decline from peak	-1.63%	0.00%	-1.63%
Average Drawdown Average peak-to-trough decline	-1.20%	-0.32%	-0.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.22%	—

Volatility

Volatility by Period

	BKFI	JUCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.50%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.13%	3.47%	+0.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.13%	3.32%	+0.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.13%	3.32%	+0.81%

BKFI vs. JUCY - Expense Ratio Comparison

BKFI has a 0.40% expense ratio, which is lower than JUCY's 0.60% expense ratio.

Dividends

BKFI vs. JUCY - Dividend Comparison

BKFI's dividend yield for the trailing twelve months is around 1.77%, less than JUCY's 8.21% yield.

Position	TTM	2025	2024	2023	2022
BKFI BNY Mellon Active Core Bond ETF	1.77%	0.00%	0.00%	0.00%	0.00%
JUCY Aptus Enhanced Yield ETF	8.21%	7.98%	7.83%	9.31%	0.58%

Frequently Asked Questions

Can I hold both BKFI and JUCY in my portfolio?

BKFI and JUCY have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BKFI or JUCY?

On fees, BKFI is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BKFI or JUCY?

BKFI is cheaper with a 0.40% expense ratio, compared with 0.60% for JUCY.

Which ETF pays a higher dividend yield, BKFI or JUCY?

JUCY has the higher dividend yield at 8.21%, compared with 1.77% for BKFI.

What is the main difference between BKFI and JUCY?

They also come from different issuers: BNY Mellon and Aptus. Their fees differ too: 0.40% for BKFI and 0.60% for JUCY.