JUCY vs. USDX

Last updated Jun 6, 2026

JUCY (Aptus Enhanced Yield ETF) and USDX (SGI Enhanced Core ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past year, JUCY returned 6.72% vs 6.55% for USDX. At a 0.00 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.98%/yr for USDX.

Performance

JUCY vs. USDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Enhanced Yield ETF (JUCY) and SGI Enhanced Core ETF (USDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUCY achieves a 2.17% return, which is significantly lower than USDX's 2.30% return.

JUCY

• 1D: -0.94%
• 1M: -0.41%
• YTD: 2.17%
• 6M: 2.86%
• 1Y: 6.72%
• 3Y*: 4.19%
• 5Y*: —
• 10Y*: —

USDX

• 1D: 0.51%
• 1M: 0.62%
• YTD: 2.30%
• 6M: 2.72%
• 1Y: 6.55%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. USDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
JUCY Aptus Enhanced Yield ETF	2.17%	5.50%	4.04%
USDX SGI Enhanced Core ETF	2.30%	6.25%	6.87%

Correlation

The correlation between JUCY and USDX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.01
Correlation (All Time) Calculated using the full available price history since Mar 1, 2024	0.00

Return for Risk

JUCY vs. USDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JUCY

JUCY Risk / Return Rank: 75
JUCY Sharpe Ratio Rank: 59
JUCY Sortino Ratio Rank: 63
JUCY Omega Ratio Rank: 65
JUCY Calmar Ratio Rank: 95
JUCY Martin Ratio Rank: 95

USDX

USDX Risk / Return Rank: 95
USDX Sharpe Ratio Rank: 93
USDX Sortino Ratio Rank: 96
USDX Omega Ratio Rank: 97
USDX Calmar Ratio Rank: 94
USDX Martin Ratio Rank: 97

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. USDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and SGI Enhanced Core ETF (USDX). 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	USDX	Difference
Sharpe ratio: Return per unit of total volatility	1.88	3.31	-1.43
Sortino ratio: Return per unit of downside risk	2.77	5.27	-2.50
Omega ratio: Gain probability vs. loss probability	1.37	1.84	-0.47
Calmar ratio: Return relative to maximum drawdown	7.20	7.02	+0.18
Martin ratio: Return relative to average drawdown	30.26	48.14	-17.89
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. USDX - Sharpe Ratio Comparison

The current JUCY Sharpe Ratio is 1.88, which is lower than the USDX Sharpe Ratio of 3.31. The chart below compares the historical Sharpe Ratios of JUCY and USDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	JUCY	USDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.88	3.31	-1.43
Sharpe Ratio (All Time) Calculated using the full available price history	1.30	4.02	-2.72

Drawdowns

JUCY vs. USDX - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, which is greater than USDX's maximum drawdown of -0.94%. Use the drawdown chart below to compare losses from any high point for JUCY and USDX.

Drawdown Indicators

	JUCY	USDX	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-0.94%	-0.62%
Max Drawdown (1Y) Largest decline over 1 year	-0.94%	-0.94%	0.00%
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	—	—
Current Drawdown Current decline from peak	-0.94%	-0.14%	-0.80%
Average Drawdown Average peak-to-trough decline	-0.32%	-0.06%	-0.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.22%	0.14%	+0.08%

Volatility

JUCY vs. USDX - Volatility Comparison

Aptus Enhanced Yield ETF (JUCY) and SGI Enhanced Core ETF (USDX) have volatilities of 1.09% and 1.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUCY	USDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.09%	1.09%	0.00%
Volatility (6M) Calculated over the trailing 6-month period	2.35%	1.80%	+0.55%
Volatility (1Y) Calculated over the trailing 1-year period	3.60%	1.99%	+1.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.36%	1.71%	+1.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.36%	1.71%	+1.65%

JUCY vs. USDX - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is lower than USDX's 0.98% expense ratio.

Dividends

JUCY vs. USDX - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.29%, more than USDX's 5.88% yield.

Position	TTM	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	8.29%	7.98%	7.83%	9.31%	0.58%
USDX SGI Enhanced Core ETF	5.88%	5.88%	4.60%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JUCY and USDX in my portfolio?

JUCY and USDX have a correlation of -0.01, 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 USDX?

USDX has higher volatility (1.09%) compared to JUCY (1.09%). In terms of maximum drawdown, JUCY dropped -1.56% vs USDX's -0.94%.

Which ETF is better, JUCY or USDX?

On 1-year performance, JUCY leads with 6.72% vs 6.55% for USDX. On fees, JUCY is cheaper at 0.60% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, JUCY or USDX?

Over the 1-year period, JUCY has performed better with a 6.72% return vs 6.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, JUCY or USDX?

JUCY is cheaper with a 0.60% expense ratio, compared with 0.98% for USDX.

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

JUCY has the higher dividend yield at 8.29%, compared with 5.88% for USDX.

What is the main difference between JUCY and USDX?

They also come from different issuers: Aptus and Summit Global Investments. Their fees differ too: 0.60% for JUCY and 0.98% for USDX.

Which has better risk-adjusted returns?

USDX currently has the higher Sharpe Ratio (3.31 vs 1.88), 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.