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JBND vs. JUCY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JBND vs. JUCY - Performance Comparison

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

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Returns By Period

In the year-to-date period, JBND achieves a 0.30% return, which is significantly lower than JUCY's 3.13% return.


JBND

1D
0.08%
1M
0.14%
YTD
0.30%
6M
0.49%
1Y
5.12%
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)

JBND vs. JUCY - Yearly Performance Comparison


2026 (YTD)202520242023
JBND
Jpmorgan Active Bond ETF
0.30%8.21%3.19%7.76%
JUCY
Aptus Enhanced Yield ETF
3.13%5.50%3.89%-0.05%

Correlation

The correlation between JBND and JUCY is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Oct 13, 2023

0.27

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Return for Risk

JBND vs. JUCY — Risk / Return Rank

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

JBND
JBND Risk / Return Rank: 3737
Overall Rank
JBND Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
JBND Sortino Ratio Rank: 4040
Sortino Ratio Rank
JBND Omega Ratio Rank: 3737
Omega Ratio Rank
JBND Calmar Ratio Rank: 3636
Calmar Ratio Rank
JBND Martin Ratio Rank: 3535
Martin Ratio Rank

JUCY
JUCY Risk / Return Rank: 8484
Overall Rank
JUCY Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
JUCY Sortino Ratio Rank: 7979
Sortino Ratio Rank
JUCY Omega Ratio Rank: 7777
Omega Ratio Rank
JUCY Calmar Ratio Rank: 9696
Calmar Ratio Rank
JUCY Martin Ratio Rank: 9696
Martin Ratio Rank
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.

JBND vs. JUCY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Active Bond ETF (JBND) 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.


JBNDJUCYDifference
Sharpe ratioReturn per unit of total volatility

-0.91

Sortino ratioReturn per unit of downside risk

-1.47

Omega ratioGain probability vs. loss probability

1.24

1.45

-0.21

Calmar ratioReturn relative to maximum drawdown

1.75

9.49

-7.75

Martin ratioReturn relative to average drawdown

5.35

36.42

-31.06

JBND vs. JUCY - Sharpe Ratio Comparison

The current JBND Sharpe Ratio is 1.36, which is lower than the JUCY Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of JBND 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.


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Sharpe Ratios by Period


JBNDJUCYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

2.27

-0.91

Sharpe Ratio (All Time)

Calculated using the full available price history

1.54

1.40

+0.14

Drawdowns

JBND vs. JUCY - Drawdown Comparison

The maximum JBND drawdown since its inception was -4.48%, which is greater than JUCY's maximum drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for JBND and JUCY.


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Drawdown Indicators


JBNDJUCYDifference

Max Drawdown

Largest peak-to-trough decline

-4.48%

-1.56%

-2.92%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-0.83%

-2.11%

Max Drawdown (3Y)

Largest decline over 3 years

-1.56%

Current Drawdown

Current decline from peak

-1.67%

0.00%

-1.67%

Average Drawdown

Average peak-to-trough decline

-1.15%

-0.32%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

0.22%

+0.74%

Volatility

JBND vs. JUCY - Volatility Comparison

Jpmorgan Active Bond ETF (JBND) has a higher volatility of 1.18% compared to Aptus Enhanced Yield ETF (JUCY) at 0.50%. This indicates that JBND'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.


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Volatility by Period


JBNDJUCYDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

0.50%

+0.68%

Volatility (6M)

Calculated over the trailing 6-month period

2.67%

2.14%

+0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

3.82%

3.47%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.84%

3.32%

+1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.84%

3.32%

+1.52%

JBND vs. JUCY - Expense Ratio Comparison

JBND has a 0.30% expense ratio, which is lower than JUCY's 0.60% expense ratio.


Dividends

JBND vs. JUCY - Dividend Comparison

JBND's dividend yield for the trailing twelve months is around 4.40%, less than JUCY's 8.21% yield.


PositionTTM2025202420232022
JBND
Jpmorgan Active Bond ETF
4.40%4.42%4.58%1.00%0.00%
JUCY
Aptus Enhanced Yield ETF
8.21%7.98%7.83%9.31%0.58%

Frequently Asked Questions


JBND and JUCY have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JBND has higher volatility (1.18%) compared to JUCY (0.50%). In terms of maximum drawdown, JBND dropped -4.48% vs JUCY's -1.56%.

On 1-year performance, JUCY leads with 7.83% vs 5.12% for JBND. On fees, JBND is cheaper at 0.30% per year. On volatility, JUCY has been the lower-risk option at 0.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, JUCY has performed better with a 7.83% return vs 5.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

JBND is cheaper with a 0.30% expense ratio, compared with 0.60% for JUCY.

JUCY has the higher dividend yield at 8.21%, compared with 4.40% for JBND.

They also come from different issuers: JPMorgan and Aptus. Their fees differ too: 0.30% for JBND and 0.60% for JUCY.

JUCY currently has the higher Sharpe Ratio (2.27 vs 1.36), 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.

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