JUCY vs. MYCI

Last updated Jun 23, 2026

JUCY (Aptus Enhanced Yield ETF) and MYCI (State Street My2029 Corporate Bond ETF) are both exchange-traded funds - JUCY is a Intermediate Core Bond fund actively managed by Aptus, while MYCI is a Corporate Bonds fund actively managed by State Street. Both are actively managed. Over the past year, JUCY returned 7.03% vs 4.27% for MYCI. At a 0.37 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.15%/yr for MYCI.

Performance

JUCY vs. MYCI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and State Street My2029 Corporate Bond ETF (MYCI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUCY achieves a 2.71% return, which is significantly higher than MYCI's 0.40% return.

JUCY

• 1D: -0.09%
• 1M: 0.04%
• YTD: 2.71%
• 6M: 2.71%
• 1Y: 7.03%
• 3Y*: 4.45%
• 5Y*: —
• 10Y*: —

MYCI

• 1D: -0.12%
• 1M: 0.18%
• YTD: 0.40%
• 6M: 0.69%
• 1Y: 4.27%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. MYCI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
JUCY Aptus Enhanced Yield ETF	2.71%	5.50%	0.12%
MYCI State Street My2029 Corporate Bond ETF	0.40%	7.59%	-1.58%

Correlation

The correlation between JUCY and MYCI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (All Time) Calculated using the full available price history since Sep 24, 2024	0.37

Return for Risk

JUCY vs. MYCI — 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: 61
JUCY Sortino Ratio Rank: 66
JUCY Omega Ratio Rank: 68
JUCY Calmar Ratio Rank: 95
JUCY Martin Ratio Rank: 95

MYCI

MYCI Risk / Return Rank: 61
MYCI Sharpe Ratio Rank: 61
MYCI Sortino Ratio Rank: 66
MYCI Omega Ratio Rank: 65
MYCI Calmar Ratio Rank: 57
MYCI Martin Ratio Rank: 57

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. MYCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and State Street My2029 Corporate Bond ETF (MYCI). 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	MYCI	Difference
Sharpe ratio: Return per unit of total volatility	1.97	1.97	+0.01
Sortino ratio: Return per unit of downside risk	2.93	2.95	-0.02
Omega ratio: Gain probability vs. loss probability	1.39	1.38	+0.01
Calmar ratio: Return relative to maximum drawdown	7.53	2.74	+4.79
Martin ratio: Return relative to average drawdown	29.57	9.80	+19.77

JUCY vs. MYCI - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 1.97, which is comparable to the MYCI Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of JUCY and MYCI, 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. MYCI - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum MYCI drawdown of -2.43%. Use the drawdown chart below to compare losses from any high point for JUCY and MYCI.

Drawdown Indicators

	JUCY	MYCI	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-2.43%	+0.87%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	-1.56%	+0.62%
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	—	—
Current Drawdown Current decline from peak	-0.41%	-0.60%	+0.19%
Average Drawdown Average peak-to-trough decline	-0.32%	-0.54%	+0.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	0.44%	-0.20%

Volatility

JUCY vs. MYCI - Volatility Comparison

Aptus Enhanced Yield ETF (JUCY) has a higher volatility of 1.23% compared to State Street My2029 Corporate Bond ETF (MYCI) at 0.68%. This indicates that JUCY's price experiences larger fluctuations and is considered to be riskier than MYCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	MYCI	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.23%	0.68%	+0.55%
Volatility (6M) Calculated over the trailing 6-month period	2.40%	1.59%	+0.81%
Volatility (1Y) Calculated over the trailing 1-year period	3.59%	2.18%	+1.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.36%	3.01%	+0.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.36%	3.01%	+0.35%

JUCY vs. MYCI - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than MYCI's 0.15% expense ratio.

Dividends

JUCY vs. MYCI - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.25%, more than MYCI's 4.57% yield.

Position	TTM	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	8.25%	7.98%	7.83%	9.31%	0.58%
MYCI State Street My2029 Corporate Bond ETF	4.57%	4.56%	1.19%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JUCY and MYCI in my portfolio?

JUCY and MYCI have a correlation of 0.31, 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 MYCI?

JUCY has higher volatility (1.23%) compared to MYCI (0.68%). In terms of maximum drawdown, JUCY dropped -1.56% vs MYCI's -2.43%.

Which ETF is better, JUCY or MYCI?

On 1-year performance, JUCY leads with 7.03% vs 4.27% for MYCI. On fees, MYCI is cheaper at 0.15% per year. On volatility, MYCI 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 MYCI?

Over the 1-year period, JUCY has performed better with a 7.03% return vs 4.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUCY or MYCI?

MYCI is cheaper with a 0.15% expense ratio, compared with 0.60% for JUCY.

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

JUCY has the higher dividend yield at 8.25%, compared with 4.57% for MYCI.

What is the main difference between JUCY and MYCI?

JUCY is categorized as Intermediate Core Bond, while MYCI is Corporate Bonds. They also come from different issuers: Aptus and State Street. Their fees differ too: 0.60% for JUCY and 0.15% for MYCI.

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (1.97 vs 1.97), 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.