JUCY vs. CRUX

Last updated Jun 24, 2026

JUCY (Aptus Enhanced Yield ETF) and CRUX (Columbia Core Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.51 correlation means they provide meaningful diversification when combined. JUCY charges 0.60%/yr vs 0.32%/yr for CRUX.

Performance

JUCY vs. CRUX - Performance Comparison

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

Returns By Period

JUCY

• 1D: -0.18%
• 1M: -0.14%
• YTD: 2.53%
• 6M: 2.53%
• 1Y: 6.79%
• 3Y*: 4.38%
• 5Y*: —
• 10Y*: —

CRUX

• 1D: 0.08%
• 1M: 0.70%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. CRUX - Yearly Performance Comparison

	2026 (YTD)
JUCY Aptus Enhanced Yield ETF	1.67%
CRUX Columbia Core Bond ETF	0.21%

Correlation

The correlation between JUCY and CRUX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.51

Return for Risk

JUCY vs. CRUX — Risk / Return Rank

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

JUCY

JUCY Risk / Return Rank: 77
JUCY Sharpe Ratio Rank: 62
JUCY Sortino Ratio Rank: 67
JUCY Omega Ratio Rank: 68
JUCY Calmar Ratio Rank: 95
JUCY Martin Ratio Rank: 95

CRUX

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

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.

JUCY vs. CRUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Columbia Core Bond ETF (CRUX). 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	CRUX	Difference
Sharpe ratio: Return per unit of total volatility	1.90	—	—
Sortino ratio: Return per unit of downside risk	2.83	—	—
Omega ratio: Gain probability vs. loss probability	1.37	—	—
Calmar ratio: Return relative to maximum drawdown	7.27	—	—
Martin ratio: Return relative to average drawdown	28.21	—	—

Drawdowns

JUCY vs. CRUX - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum CRUX drawdown of -1.85%. Use the drawdown chart below to compare losses from any high point for JUCY and CRUX.

Drawdown Indicators

	JUCY	CRUX	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-1.85%	+0.29%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	—	—
Current Drawdown Current decline from peak	-0.59%	-0.50%	-0.09%
Average Drawdown Average peak-to-trough decline	-0.32%	-0.60%	+0.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	—	—

Volatility

Volatility by Period

	JUCY	CRUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.24%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.37%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.58%	4.10%	-0.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.35%	4.10%	-0.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.35%	4.10%	-0.75%

JUCY vs. CRUX - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than CRUX's 0.32% expense ratio.

Dividends

JUCY vs. CRUX - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.26%, more than CRUX's 1.06% yield.

Position	TTM	2025	2024	2023	2022
CRUX Columbia Core Bond ETF	1.06%	0.00%	0.00%	0.00%	0.00%
JUCY Aptus Enhanced Yield ETF	8.26%	7.98%	7.83%	9.31%	0.58%

Frequently Asked Questions

Can I hold both JUCY and CRUX in my portfolio?

JUCY and CRUX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JUCY or CRUX?

On fees, CRUX is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JUCY or CRUX?

CRUX is cheaper with a 0.32% expense ratio, compared with 0.60% for JUCY.

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

JUCY has the higher dividend yield at 8.26%, compared with 1.06% for CRUX.

What is the main difference between JUCY and CRUX?

They also come from different issuers: Aptus and Columbia Threadneedle. Their fees differ too: 0.60% for JUCY and 0.32% for CRUX.