JUCY vs. DDV

Last updated Jun 26, 2026

JUCY (Aptus Enhanced Yield ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. At a 0.44 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.25%/yr for DDV.

Performance

JUCY vs. DDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and Defined Duration 5 ETF (DDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUCY achieves a 2.85% return, which is significantly higher than DDV's 2.51% return.

JUCY

• 1D: 0.05%
• 1M: -0.10%
• YTD: 2.85%
• 6M: 2.72%
• 1Y: 7.10%
• 3Y*: 4.41%
• 5Y*: —
• 10Y*: —

DDV

• 1D: 0.22%
• 1M: 0.18%
• YTD: 2.51%
• 6M: 2.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. DDV - Yearly Performance Comparison

	2026 (YTD)	2025
JUCY Aptus Enhanced Yield ETF	2.85%	0.90%
DDV Defined Duration 5 ETF	2.51%	0.47%

Correlation

The correlation between JUCY and DDV is 0.44, 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 Nov 13, 2025	0.44

Return for Risk

JUCY vs. DDV — Risk / Return Rank

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

JUCY

JUCY Risk / Return Rank: 83
JUCY Sharpe Ratio Rank: 71
JUCY Sortino Ratio Rank: 75
JUCY Omega Ratio Rank: 76
JUCY Calmar Ratio Rank: 96
JUCY Martin Ratio Rank: 96

DDV

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. DDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Defined Duration 5 ETF (DDV). 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	DDV	Difference
Sharpe ratio: Return per unit of total volatility	1.99	—	—
Sortino ratio: Return per unit of downside risk	2.96	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	7.61	—	—
Martin ratio: Return relative to average drawdown	29.36	—	—

Drawdowns

JUCY vs. DDV - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum DDV drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for JUCY and DDV.

Drawdown Indicators

	JUCY	DDV	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-1.92%	+0.36%
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	-0.27%	0.00%	-0.27%
Average Drawdown Average peak-to-trough decline	-0.32%	-0.35%	+0.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	—	—

Volatility

Volatility by Period

	JUCY	DDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.24%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.38%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.59%	2.69%	+0.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.35%	2.69%	+0.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.35%	2.69%	+0.66%

JUCY vs. DDV - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than DDV's 0.25% expense ratio.

Dividends

JUCY vs. DDV - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.24%, more than DDV's 1.20% yield.

Position	TTM	2025	2024	2023	2022
DDV Defined Duration 5 ETF	1.20%	0.42%	0.00%	0.00%	0.00%
JUCY Aptus Enhanced Yield ETF	8.24%	7.98%	7.83%	9.31%	0.58%

Frequently Asked Questions

Can I hold both JUCY and DDV in my portfolio?

JUCY and DDV have a correlation of 0.44, 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 DDV?

On fees, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JUCY or DDV?

DDV is cheaper with a 0.25% expense ratio, compared with 0.60% for JUCY.

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

JUCY has the higher dividend yield at 8.24%, compared with 1.20% for DDV.

What is the main difference between JUCY and DDV?

They also come from different issuers: Aptus and Discipline Funds. Their fees differ too: 0.60% for JUCY and 0.25% for DDV.