JUCY vs. PIFI

Last updated Jun 26, 2026

JUCY (Aptus Enhanced Yield ETF) and PIFI (ClearShares Piton Intermediate Fixed Income ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past 3 years, JUCY returned 4.41%/yr vs 3.91%/yr for PIFI. At a 0.24 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.45%/yr for PIFI.

Performance

JUCY vs. PIFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and ClearShares Piton Intermediate Fixed Income ETF (PIFI). 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 PIFI's 0.28% return.

JUCY

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

PIFI

• 1D: 0.06%
• 1M: 0.38%
• YTD: 0.28%
• 6M: 0.31%
• 1Y: 3.06%
• 3Y*: 3.91%
• 5Y*: 1.15%
• 10Y*: —

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

JUCY vs. PIFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	2.85%	5.50%	3.89%	3.27%	0.54%
PIFI ClearShares Piton Intermediate Fixed Income ETF	0.28%	6.29%	2.52%	4.61%	1.68%

Correlation

The correlation between JUCY and PIFI is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022	0.24

Return for Risk

JUCY vs. PIFI — 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

PIFI

PIFI Risk / Return Rank: 34
PIFI Sharpe Ratio Rank: 35
PIFI Sortino Ratio Rank: 37
PIFI Omega Ratio Rank: 32
PIFI Calmar Ratio Rank: 34
PIFI Martin Ratio Rank: 31

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. PIFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and ClearShares Piton Intermediate Fixed Income ETF (PIFI). 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	PIFI	Difference
Sharpe ratio: Return per unit of total volatility	1.99	1.17	+0.82
Sortino ratio: Return per unit of downside risk	2.96	1.77	+1.18
Omega ratio: Gain probability vs. loss probability	1.39	1.21	+0.18
Calmar ratio: Return relative to maximum drawdown	7.61	1.59	+6.02
Martin ratio: Return relative to average drawdown	29.36	4.16	+25.20

JUCY vs. PIFI - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 1.99, which is higher than the PIFI Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of JUCY and PIFI, 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. PIFI - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum PIFI drawdown of -10.59%. Use the drawdown chart below to compare losses from any high point for JUCY and PIFI.

Drawdown Indicators

	JUCY	PIFI	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-10.59%	+9.03%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	-1.93%	+0.99%
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	-2.75%	+1.19%
Max Drawdown (5Y) Largest decline over 5 years	—	-10.41%	—
Current Drawdown Current decline from peak	-0.27%	-1.04%	+0.77%
Average Drawdown Average peak-to-trough decline	-0.32%	-3.21%	+2.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.24%	0.74%	-0.50%

Volatility

JUCY vs. PIFI - Volatility Comparison

Aptus Enhanced Yield ETF (JUCY) has a higher volatility of 1.24% compared to ClearShares Piton Intermediate Fixed Income ETF (PIFI) at 0.86%. This indicates that JUCY's price experiences larger fluctuations and is considered to be riskier than PIFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	PIFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.24%	0.86%	+0.38%
Volatility (6M) Calculated over the trailing 6-month period	2.38%	1.95%	+0.43%
Volatility (1Y) Calculated over the trailing 1-year period	3.59%	2.62%	+0.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.35%	3.68%	-0.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.35%	3.48%	-0.13%

JUCY vs. PIFI - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than PIFI's 0.45% expense ratio.

Dividends

JUCY vs. PIFI - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.24%, more than PIFI's 3.74% yield.

Position	TTM	2025	2024	2023	2022	2021
JUCY Aptus Enhanced Yield ETF	8.24%	7.98%	7.83%	9.31%	0.58%	0.00%
PIFI ClearShares Piton Intermediate Fixed Income ETF	3.74%	3.16%	2.92%	2.29%	1.22%	0.25%

Frequently Asked Questions

Can I hold both JUCY and PIFI in my portfolio?

JUCY and PIFI have a correlation of 0.29, 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 PIFI?

JUCY has higher volatility (1.24%) compared to PIFI (0.86%). In terms of maximum drawdown, JUCY dropped -1.56% vs PIFI's -10.59%.

Which ETF is better, JUCY or PIFI?

On 3-year performance, JUCY leads with 4.41% vs 3.91% for PIFI. On fees, PIFI is cheaper at 0.45% per year. On volatility, PIFI has been the lower-risk option at 0.86%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JUCY or PIFI?

Over the 3-year period, JUCY has performed better with a 4.41% return vs 3.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUCY or PIFI?

PIFI is cheaper with a 0.45% expense ratio, compared with 0.60% for JUCY.

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

JUCY has the higher dividend yield at 8.24%, compared with 3.74% for PIFI.

What is the main difference between JUCY and PIFI?

They also come from different issuers: Aptus and ClearShares. Their fees differ too: 0.60% for JUCY and 0.45% for PIFI.

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (1.99 vs 1.17), 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.