JUCY vs. ACIO

Last updated Aug 2, 2026

JUCY (Aptus Enhanced Yield ETF) and ACIO (Aptus Collared Income Opportunity ETF) are both exchange-traded funds - JUCY is a Intermediate Core Bond fund actively managed by Aptus, while ACIO is a Diversified Portfolio fund actively managed by Aptus. Both are actively managed. Over the past 3 years, JUCY returned 4.70%/yr vs 13.58%/yr for ACIO. Their 0.07 correlation means their historical movements had little consistent relationship. JUCY charges 0.60%/yr vs 0.79%/yr for ACIO.

Performance

JUCY vs. ACIO - Performance Comparison

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

Returns By Period

In the year-to-date period, JUCY achieves a 3.47% return, which is significantly lower than ACIO's 5.38% return.

JUCY

• 1D: -0.02%
• 1M: 0.35%
• 6M: 3.05%
• YTD: 3.47%
• 1Y: 7.00%
• 3Y*: 4.70%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 4.46%

ACIO

• 1D: 0.64%
• 1M: -0.48%
• 6M: 4.80%
• YTD: 5.38%
• 1Y: 11.77%
• 3Y*: 13.58%
• 5Y*: 9.08%
• 10Y*: —
• ALL TIME*: 9.92%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ACIO Aptus Collared Income Opportunity ETF	$6.61M	$6.60M	$6.14M
JUCY Aptus Enhanced Yield ETF	$1.59M	$4.38M	$2.12M

JUCY vs. ACIO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	3.47%	5.50%	3.89%	3.27%	0.54%
ACIO Aptus Collared Income Opportunity ETF	5.38%	9.03%	21.92%	15.90%	-1.47%

Correlation

The correlation between JUCY and ACIO is 0.41, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.41
Correlation (3Y) Balances recent behavior with more history.	0.11
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022	0.07

Over the past year, JUCY and ACIO have become more correlated (0.41) than their long-term average of 0.07, meaning their price movements have been converging.

Return for Risk

JUCY vs. ACIO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JUCY

JUCY Risk / Return Rank: 92
JUCY Sharpe Ratio Rank: 87
JUCY Sortino Ratio Rank: 89
JUCY Omega Ratio Rank: 90
JUCY Calmar Ratio Rank: 97
JUCY Martin Ratio Rank: 97

ACIO

ACIO Risk / Return Rank: 45
ACIO Sharpe Ratio Rank: 47
ACIO Sortino Ratio Rank: 45
ACIO Omega Ratio Rank: 45
ACIO Calmar Ratio Rank: 41
ACIO Martin Ratio Rank: 47

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JUCY vs. ACIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Aptus Collared Income Opportunity ETF (ACIO). 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.

	JUCY	ACIO	Difference
Sharpe ratio: Return per unit of total volatility	2.08	1.15	+0.93
Sortino ratio: Return per unit of downside risk	3.08	1.64	+1.45
Omega ratio: Gain probability vs. loss probability	1.42	1.21	+0.21
Calmar ratio: Return relative to maximum drawdown	7.71	1.46	+6.25
Martin ratio: Return relative to average drawdown	30.17	5.28	+24.89

JUCY vs. ACIO - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 2.08, which is higher than the ACIO Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of JUCY and ACIO, 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

JUCY vs. ACIO - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum ACIO drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for JUCY and ACIO.

Drawdown Indicators

	JUCY	ACIO	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-14.19%	+12.63%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	-7.22%	+6.28%
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	-12.12%	+10.56%
Max Drawdown (5Y) Largest decline over 5 years	—	-14.00%	—
Current Drawdown Current decline from peak	-0.08%	-2.34%	+2.26%
Average Drawdown Average peak-to-trough decline	-0.32%	-3.16%	+2.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	2.00%	-1.76%

Volatility

JUCY vs. ACIO - Volatility Comparison

The current volatility for Aptus Enhanced Yield ETF (JUCY) is 0.68%, while Aptus Collared Income Opportunity ETF (ACIO) has a volatility of 2.97%. This indicates that JUCY experiences smaller price fluctuations and is considered to be less risky than ACIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	ACIO	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	2.97%	-2.29%
Volatility (6M) Calculated over the trailing 6-month period	2.26%	7.15%	-4.89%
Volatility (1Y) Calculated over the trailing 1-year period	3.48%	9.17%	-5.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.33%	11.14%	-7.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.33%	11.64%	-8.31%

JUCY vs. ACIO - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is lower than ACIO's 0.79% expense ratio.

Dividends

JUCY vs. ACIO - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.17%, more than ACIO's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
ACIO Aptus Collared Income Opportunity ETF	0.38%	0.37%	0.44%	0.72%	1.51%	0.61%	1.02%	1.32%
JUCY Aptus Enhanced Yield ETF	8.17%	7.98%	7.83%	9.31%	0.58%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JUCY and ACIO in my portfolio?

JUCY and ACIO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JUCY or ACIO?

ACIO has higher volatility (2.97%) compared to JUCY (0.68%). In terms of maximum drawdown, JUCY dropped -1.56% vs ACIO's -14.19%.

Which ETF is better, JUCY or ACIO?

On 3-year performance, ACIO leads with 13.58% vs 4.70% for JUCY. On fees, JUCY is cheaper at 0.60% per year. On volatility, JUCY has been the lower-risk option at 0.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JUCY or ACIO?

Over the 3-year period, ACIO has performed better with a 13.58% return vs 4.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUCY or ACIO?

JUCY is cheaper with a 0.60% expense ratio, compared with 0.79% for ACIO.

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

JUCY has the higher dividend yield at 8.17%, compared with 0.38% for ACIO.

What is the main difference between JUCY and ACIO?

JUCY is categorized as Intermediate Core Bond, while ACIO is Diversified Portfolio. Their fees differ too: 0.60% for JUCY and 0.79% for ACIO.

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (2.08 vs 1.15), 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.