JUCY vs. IBTO

Last updated Apr 1, 2026

Compare and contrast key facts about Aptus Enhanced Yield ETF (JUCY) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO).

JUCY and IBTO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JUCY is an actively managed fund by Aptus. It was launched on Oct 31, 2022. IBTO is a passively managed fund by iShares that tracks the performance of the ICE 2033 Maturity US Treasury Index. It was launched on Jun 27, 2023.

Performance

JUCY vs. IBTO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO). The values are adjusted to include any dividend payments, if applicable.

JUCY vs. IBTO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
JUCY Aptus Enhanced Yield ETF	1.80%	5.50%	3.89%	1.12%
IBTO iShares iBonds Dec 2033 Term Treasury ETF	-0.02%	8.23%	-0.87%	1.71%

Returns By Period

In the year-to-date period, JUCY achieves a 1.80% return, which is significantly higher than IBTO's -0.02% return.

JUCY

• 1D: 0.41%
• 1M: 0.63%
• YTD: 1.80%
• 6M: 3.48%
• 1Y: 5.61%
• 3Y*: 4.24%
• 5Y*: —
• 10Y*: —

IBTO

• 1D: 0.27%
• 1M: -2.09%
• YTD: -0.02%
• 6M: 0.95%
• 1Y: 4.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. IBTO - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than IBTO's 0.07% expense ratio.

JUCY

Aptus Enhanced Yield ETF

IBTO

iShares iBonds Dec 2033 Term Treasury ETF

Return for Risk

JUCY vs. IBTO — 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: 78
JUCY Sortino Ratio Rank: 83
JUCY Omega Ratio Rank: 73
JUCY Calmar Ratio Rank: 94
JUCY Martin Ratio Rank: 88

IBTO

IBTO Risk / Return Rank: 42
IBTO Sharpe Ratio Rank: 41
IBTO Sortino Ratio Rank: 41
IBTO Omega Ratio Rank: 33
IBTO Calmar Ratio Rank: 56
IBTO Martin Ratio Rank: 40

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. IBTO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO). 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.

	JUCY	IBTO	Difference
Sharpe ratio Return per unit of total volatility	1.46	0.80	+0.66
Sortino ratio Return per unit of downside risk	2.19	1.19	+1.00
Omega ratio Gain probability vs. loss probability	1.27	1.14	+0.14
Calmar ratio Return relative to maximum drawdown	3.64	1.46	+2.18
Martin ratio Return relative to average drawdown	11.18	3.82	+7.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JUCY vs. IBTO - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 1.46, which is higher than the IBTO Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of JUCY and IBTO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JUCY	IBTO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.46	0.80	+0.66
Sharpe Ratio (All Time) Calculated using the full available price history	1.34	0.48	+0.86

Correlation

The correlation between JUCY and IBTO is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

JUCY vs. IBTO - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.55%, more than IBTO's 4.10% yield.

	TTM	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	8.55%	7.98%	7.83%	9.31%	0.58%
IBTO iShares iBonds Dec 2033 Term Treasury ETF	4.10%	4.05%	4.23%	1.66%	0.00%

Drawdowns

JUCY vs. IBTO - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum IBTO drawdown of -8.36%. Use the drawdown chart below to compare losses from any high point for JUCY and IBTO.

Drawdown Indicators

	JUCY	IBTO	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-8.36%	+6.80%
Max Drawdown (1Y) Largest decline over 1 year	-1.56%	-3.08%	+1.52%
Current Drawdown Current decline from peak	0.00%	-2.09%	+2.09%
Average Drawdown Average peak-to-trough decline	-0.33%	-2.37%	+2.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.51%	1.18%	-0.67%

Volatility

JUCY vs. IBTO - Volatility Comparison

The current volatility for Aptus Enhanced Yield ETF (JUCY) is 1.34%, while iShares iBonds Dec 2033 Term Treasury ETF (IBTO) has a volatility of 1.75%. This indicates that JUCY experiences smaller price fluctuations and is considered to be less risky than IBTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	IBTO	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.34%	1.75%	-0.41%
Volatility (6M) Calculated over the trailing 6-month period	2.63%	3.01%	-0.38%
Volatility (1Y) Calculated over the trailing 1-year period	3.86%	5.19%	-1.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.37%	6.74%	-3.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.37%	6.74%	-3.37%