JUCY vs. JANB

Last updated Aug 2, 2026

JUCY (Aptus Enhanced Yield ETF) and JANB (Aptus January Buffer ETF) are both exchange-traded funds - JUCY is a Intermediate Core Bond fund actively managed by Aptus, while JANB is a Defined Outcome fund actively managed by Aptus. Both are actively managed. Their 0.48 correlation means their historical movements had little consistent relationship. JUCY charges 0.60%/yr vs 0.25%/yr for JANB.

Performance

JUCY vs. JANB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and Aptus January Buffer ETF (JANB). 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 lower than JANB's 6.95% 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%

JANB

• 1D: 0.48%
• 1M: 0.80%
• 6M: 6.06%
• YTD: 6.95%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*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)
JANB Aptus January Buffer ETF	$172.70K	$156.00K	$568.29K
JUCY Aptus Enhanced Yield ETF	$1.59M	$4.38M	$2.12M

JUCY vs. JANB - Yearly Performance Comparison

	2026 (YTD)	2025
JUCY Aptus Enhanced Yield ETF	3.47%	1.65%
JANB Aptus January Buffer ETF	6.95%	2.76%

Correlation

The correlation between JUCY and JANB is 0.48, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 14, 2025	0.48

Return for Risk

JUCY vs. JANB — 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

JANB

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

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. JANB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Aptus January Buffer ETF (JANB). 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	JANB	Difference
Sharpe ratio: Return per unit of total volatility	2.08	—	—
Sortino ratio: Return per unit of downside risk	3.08	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	7.71	—	—
Martin ratio: Return relative to average drawdown	30.17	—	—

Drawdowns

JUCY vs. JANB - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum JANB drawdown of -6.52%. Use the drawdown chart below to compare losses from any high point for JUCY and JANB.

Drawdown Indicators

	JUCY	JANB	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-6.52%	+4.96%
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	-0.08%	-0.06%	-0.02%
Average Drawdown Average peak-to-trough decline	-0.32%	-1.02%	+0.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	—	—

Volatility

Volatility by Period

	JUCY	JANB	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.26%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.48%	7.38%	-3.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.33%	7.38%	-4.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.33%	7.38%	-4.05%

JUCY vs. JANB - Expense Ratio Comparison

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

Dividends

JUCY vs. JANB - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.17%, while JANB has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022
JANB Aptus January Buffer ETF	0.00%	0.00%	0.00%	0.00%	0.00%
JUCY Aptus Enhanced Yield ETF	8.17%	7.98%	7.83%	9.31%	0.58%

Frequently Asked Questions

Can I hold both JUCY and JANB in my portfolio?

JUCY and JANB have a correlation of 0.48, 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 JANB?

On fees, JANB 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 JANB?

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

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

JUCY has the higher dividend yield at 8.17%, compared with 0.00% for JANB.

What is the main difference between JUCY and JANB?

JUCY is categorized as Intermediate Core Bond, while JANB is Defined Outcome. Their fees differ too: 0.60% for JUCY and 0.25% for JANB.