JUCY vs. DRSK

Last updated Aug 2, 2026

JUCY (Aptus Enhanced Yield ETF) and DRSK (Aptus Defined Risk ETF) are both exchange-traded funds - JUCY is a Intermediate Core Bond fund actively managed by Aptus, while DRSK is a Diversified Portfolio fund actively managed by Aptus. Both are actively managed. Over the past 3 years, JUCY returned 4.70%/yr vs 7.99%/yr for DRSK. Their 0.10 correlation means their historical movements had little consistent relationship. JUCY charges 0.60%/yr vs 0.79%/yr for DRSK.

Performance

JUCY vs. DRSK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and Aptus Defined Risk ETF (DRSK). 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 higher than DRSK's 1.59% 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%

DRSK

• 1D: 0.28%
• 1M: -1.04%
• 6M: 1.95%
• YTD: 1.59%
• 1Y: 3.00%
• 3Y*: 7.99%
• 5Y*: 2.33%
• 10Y*: —
• ALL TIME*: 5.25%

*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)
DRSK Aptus Defined Risk ETF	$3.84M	$3.85M	$3.25M
JUCY Aptus Enhanced Yield ETF	$1.59M	$4.38M	$2.12M

JUCY vs. DRSK - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	3.47%	5.50%	3.89%	3.27%	0.54%
DRSK Aptus Defined Risk ETF	1.59%	7.67%	12.50%	2.08%	2.56%

Correlation

The correlation between JUCY and DRSK is 0.34, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.34
Correlation (3Y) Balances recent behavior with more history.	0.12
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022	0.10

Over the past year, JUCY and DRSK have become more correlated (0.34) than their long-term average of 0.10, meaning their price movements have been converging.

Return for Risk

JUCY vs. DRSK — 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

DRSK

DRSK Risk / Return Rank: 20
DRSK Sharpe Ratio Rank: 22
DRSK Sortino Ratio Rank: 21
DRSK Omega Ratio Rank: 20
DRSK Calmar Ratio Rank: 20
DRSK Martin Ratio Rank: 20

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. DRSK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Aptus Defined Risk ETF (DRSK). 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	DRSK	Difference
Sharpe ratio: Return per unit of total volatility	2.08	0.46	+1.63
Sortino ratio: Return per unit of downside risk	3.08	0.75	+2.33
Omega ratio: Gain probability vs. loss probability	1.42	1.08	+0.33
Calmar ratio: Return relative to maximum drawdown	7.71	0.50	+7.21
Martin ratio: Return relative to average drawdown	30.17	1.22	+28.95

JUCY vs. DRSK - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 2.08, which is higher than the DRSK Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of JUCY and DRSK, 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. DRSK - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum DRSK drawdown of -19.87%. Use the drawdown chart below to compare losses from any high point for JUCY and DRSK.

Drawdown Indicators

	JUCY	DRSK	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-19.87%	+18.31%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	-7.20%	+6.26%
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	-8.81%	+7.25%
Max Drawdown (5Y) Largest decline over 5 years	—	-19.87%	—
Current Drawdown Current decline from peak	-0.08%	-3.30%	+3.22%
Average Drawdown Average peak-to-trough decline	-0.32%	-4.18%	+3.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	2.94%	-2.70%

Volatility

JUCY vs. DRSK - Volatility Comparison

The current volatility for Aptus Enhanced Yield ETF (JUCY) is 0.68%, while Aptus Defined Risk ETF (DRSK) has a volatility of 1.80%. This indicates that JUCY experiences smaller price fluctuations and is considered to be less risky than DRSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	DRSK	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	1.80%	-1.12%
Volatility (6M) Calculated over the trailing 6-month period	2.26%	5.25%	-2.99%
Volatility (1Y) Calculated over the trailing 1-year period	3.48%	7.86%	-4.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.33%	7.45%	-4.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.33%	7.05%	-3.72%

JUCY vs. DRSK - Expense Ratio Comparison

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

Dividends

JUCY vs. DRSK - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.17%, more than DRSK's 3.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
DRSK Aptus Defined Risk ETF	3.74%	3.67%	3.31%	3.57%	1.93%	2.64%	5.69%	3.04%	2.62%
JUCY Aptus Enhanced Yield ETF	8.17%	7.98%	7.83%	9.31%	0.58%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JUCY and DRSK in my portfolio?

JUCY and DRSK have a correlation of 0.34, 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 DRSK?

DRSK has higher volatility (1.80%) compared to JUCY (0.68%). In terms of maximum drawdown, JUCY dropped -1.56% vs DRSK's -19.87%.

Which ETF is better, JUCY or DRSK?

On 3-year performance, DRSK leads with 7.99% 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 DRSK?

Over the 3-year period, DRSK has performed better with a 7.99% 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 DRSK?

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

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

JUCY has the higher dividend yield at 8.17%, compared with 3.74% for DRSK.

What is the main difference between JUCY and DRSK?

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

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (2.08 vs 0.46), 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.