BNDY vs. JUCY

Last updated Jul 8, 2026

BNDY (Horizon Core Bond ETF) and JUCY (Aptus Enhanced Yield ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past year, BNDY returned 6.78% vs 7.35% for JUCY. At a 0.40 correlation, their price movements are largely independent. BNDY charges 0.66%/yr vs 0.60%/yr for JUCY.

Performance

BNDY vs. JUCY - Performance Comparison

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

Returns By Period

In the year-to-date period, BNDY achieves a 0.82% return, which is significantly lower than JUCY's 3.08% return.

BNDY

• 1D: -0.58%
• 1M: 0.56%
• 6M: 0.51%
• YTD: 0.82%
• 1Y: 6.78%
• 3Y*: —
• 5Y*: —
• 10Y*: —

JUCY

• 1D: -0.11%
• 1M: 0.90%
• 6M: 2.71%
• YTD: 3.08%
• 1Y: 7.35%
• 3Y*: 4.54%
• 5Y*: —
• 10Y*: —

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

BNDY vs. JUCY - Yearly Performance Comparison

	2026 (YTD)	2025
BNDY Horizon Core Bond ETF	0.82%	5.21%
JUCY Aptus Enhanced Yield ETF	3.08%	3.83%

Correlation

The correlation between BNDY and JUCY is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (All Time) Calculated using the full available price history since Jul 3, 2025	0.40

Return for Risk

BNDY vs. JUCY — Risk / Return Rank

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

BNDY

BNDY Risk / Return Rank: 45
BNDY Sharpe Ratio Rank: 45
BNDY Sortino Ratio Rank: 46
BNDY Omega Ratio Rank: 45
BNDY Calmar Ratio Rank: 39
BNDY Martin Ratio Rank: 50

JUCY

JUCY Risk / Return Rank: 87
JUCY Sharpe Ratio Rank: 79
JUCY Sortino Ratio Rank: 83
JUCY Omega Ratio Rank: 83
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.

BNDY vs. JUCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Core Bond ETF (BNDY) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BNDY	JUCY	Difference
Sharpe ratio: Return per unit of total volatility	1.34	2.06	-0.72
Sortino ratio: Return per unit of downside risk	1.95	3.07	-1.11
Omega ratio: Gain probability vs. loss probability	1.25	1.41	-0.16
Calmar ratio: Return relative to maximum drawdown	1.73	7.87	-6.14
Martin ratio: Return relative to average drawdown	7.20	30.50	-23.30

BNDY vs. JUCY - Sharpe Ratio Comparison

The current BNDY Sharpe Ratio is 1.34, which is lower than the JUCY Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of BNDY and JUCY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BNDY vs. JUCY - Drawdown Comparison

The maximum BNDY drawdown since its inception was -3.93%, which is greater than JUCY's maximum drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for BNDY and JUCY.

Drawdown Indicators

	BNDY	JUCY	Difference
Max Drawdown Largest peak-to-trough decline	-3.93%	-1.56%	-2.37%
Max Drawdown (1Y) Largest decline over 1 year	-3.93%	-0.94%	-2.99%
Max Drawdown (3Y) Largest decline over 3 years	—	-1.56%	—
Current Drawdown Current decline from peak	-1.20%	-0.13%	-1.07%
Average Drawdown Average peak-to-trough decline	-0.65%	-0.32%	-0.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.94%	0.24%	+0.70%

Volatility

BNDY vs. JUCY - Volatility Comparison

Horizon Core Bond ETF (BNDY) has a higher volatility of 1.82% compared to Aptus Enhanced Yield ETF (JUCY) at 1.26%. This indicates that BNDY's price experiences larger fluctuations and is considered to be riskier than JUCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BNDY	JUCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.82%	1.26%	+0.56%
Volatility (6M) Calculated over the trailing 6-month period	4.24%	2.38%	+1.86%
Volatility (1Y) Calculated over the trailing 1-year period	5.12%	3.58%	+1.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.11%	3.34%	+1.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.11%	3.34%	+1.77%

BNDY vs. JUCY - Expense Ratio Comparison

BNDY has a 0.66% expense ratio, which is higher than JUCY's 0.60% expense ratio.

Dividends

BNDY vs. JUCY - Dividend Comparison

BNDY's dividend yield for the trailing twelve months is around 5.87%, less than JUCY's 8.15% yield.

Position	TTM	2025	2024	2023	2022
BNDY Horizon Core Bond ETF	5.87%	1.89%	0.00%	0.00%	0.00%
JUCY Aptus Enhanced Yield ETF	8.15%	7.98%	7.83%	9.31%	0.58%

Frequently Asked Questions

Can I hold both BNDY and JUCY in my portfolio?

BNDY and JUCY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BNDY or JUCY?

BNDY has higher volatility (1.82%) compared to JUCY (1.26%). In terms of maximum drawdown, BNDY dropped -3.93% vs JUCY's -1.56%.

Which ETF is better, BNDY or JUCY?

On 1-year performance, JUCY leads with 7.35% vs 6.78% for BNDY. On fees, JUCY is cheaper at 0.60% per year. On volatility, JUCY has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BNDY or JUCY?

Over the 1-year period, JUCY has performed better with a 7.35% return vs 6.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BNDY or JUCY?

JUCY is cheaper with a 0.60% expense ratio, compared with 0.66% for BNDY.

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

JUCY has the higher dividend yield at 8.15%, compared with 5.87% for BNDY.

What is the main difference between BNDY and JUCY?

They also come from different issuers: Horizon and Aptus. Their fees differ too: 0.66% for BNDY and 0.60% for JUCY.

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (2.06 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.