JUCY vs. BNDY
JUCY (Aptus Enhanced Yield ETF) and BNDY (Horizon Core Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. At a 0.38 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.66%/yr for BNDY.
Performance
JUCY vs. BNDY - Performance Comparison
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Returns By Period
In the year-to-date period, JUCY achieves a 2.71% return, which is significantly higher than BNDY's 1.07% return.
JUCY
- 1D
- -0.09%
- 1M
- 0.04%
- YTD
- 2.71%
- 6M
- 2.71%
- 1Y
- 7.03%
- 3Y*
- 4.45%
- 5Y*
- —
- 10Y*
- —
BNDY
- 1D
- -0.27%
- 1M
- 0.67%
- YTD
- 1.07%
- 6M
- 1.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JUCY vs. BNDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JUCY Aptus Enhanced Yield ETF | 2.71% | 3.83% |
BNDY Horizon Core Bond ETF | 1.07% | 5.21% |
Correlation
The correlation between JUCY and BNDY is 0.38, 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 Jul 3, 2025 | 0.38 |
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Return for Risk
JUCY vs. BNDY — Risk / Return Rank
JUCY
BNDY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JUCY vs. BNDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Horizon Core Bond ETF (BNDY). 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 | BNDY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 7.53 | — | — |
| Martin ratioReturn relative to average drawdown | 29.57 | — | — |
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Drawdowns
JUCY vs. BNDY - Drawdown Comparison
The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum BNDY drawdown of -3.93%. Use the drawdown chart below to compare losses from any high point for JUCY and BNDY.
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Drawdown Indicators
| JUCY | BNDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.56% | -3.93% | +2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -1.56% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -0.95% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -0.32% | -0.65% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | — | — |
Volatility
JUCY vs. BNDY - Volatility Comparison
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Volatility by Period
| JUCY | BNDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 5.13% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.36% | 5.13% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.36% | 5.13% | -1.77% |
JUCY vs. BNDY - Expense Ratio Comparison
JUCY has a 0.60% expense ratio, which is lower than BNDY's 0.66% expense ratio.
Dividends
JUCY vs. BNDY - Dividend Comparison
JUCY's dividend yield for the trailing twelve months is around 8.25%, more than BNDY's 4.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BNDY Horizon Core Bond ETF | 4.82% | 1.89% | 0.00% | 0.00% | 0.00% |
JUCY Aptus Enhanced Yield ETF | 8.25% | 7.98% | 7.83% | 9.31% | 0.58% |
Frequently Asked Questions
JUCY and BNDY have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JUCY is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JUCY is cheaper with a 0.60% expense ratio, compared with 0.66% for BNDY.
JUCY has the higher dividend yield at 8.25%, compared with 4.82% for BNDY.
They also come from different issuers: Aptus and Horizon. Their fees differ too: 0.60% for JUCY and 0.66% for BNDY.
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