JUCY vs. VTG

Last updated Jun 5, 2026

JUCY (Aptus Enhanced Yield ETF) and VTG (Vanguard Total Treasury ETF) are both Intermediate Core Bond funds. JUCY is actively managed, while VTG is passively managed. At a 0.27 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.03%/yr for VTG.

Performance

JUCY vs. VTG - Performance Comparison

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

Returns By Period

In the year-to-date period, JUCY achieves a 3.13% return, which is significantly higher than VTG's 0.01% return.

JUCY

• 1D: 0.09%
• 1M: 0.49%
• YTD: 3.13%
• 6M: 3.92%
• 1Y: 7.83%
• 3Y*: 4.46%
• 5Y*: —
• 10Y*: —

VTG

• 1D: 0.11%
• 1M: 0.10%
• YTD: 0.01%
• 6M: 0.06%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

JUCY vs. VTG - Yearly Performance Comparison

	2026 (YTD)	2025
JUCY Aptus Enhanced Yield ETF	3.13%	3.69%
VTG Vanguard Total Treasury ETF	0.01%	2.88%

Correlation

The correlation between JUCY and VTG is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 10, 2025	0.27

Return for Risk

JUCY vs. VTG — Risk / Return Rank

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

JUCY

JUCY Risk / Return Rank: 84
JUCY Sharpe Ratio Rank: 70
JUCY Sortino Ratio Rank: 79
JUCY Omega Ratio Rank: 77
JUCY Calmar Ratio Rank: 96
JUCY Martin Ratio Rank: 96

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. VTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and Vanguard Total Treasury ETF (VTG). 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	VTG	Difference
Sharpe ratio: Return per unit of total volatility	2.27	—	—
Sortino ratio: Return per unit of downside risk	3.49	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	9.49	—	—
Martin ratio: Return relative to average drawdown	36.42	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JUCY	VTG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	0.91	+0.48

Drawdowns

JUCY vs. VTG - Drawdown Comparison

The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum VTG drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for JUCY and VTG.

Drawdown Indicators

	JUCY	VTG	Difference
Max Drawdown Largest peak-to-trough decline	-1.56%	-2.89%	+1.33%
Max Drawdown (1Y) Largest decline over 1 year	-0.83%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-1.56%	—	—
Current Drawdown Current decline from peak	0.00%	-1.78%	+1.78%
Average Drawdown Average peak-to-trough decline	-0.32%	-0.74%	+0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.22%	—	—

Volatility

Volatility by Period

	JUCY	VTG	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.47%	3.51%	-0.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.32%	3.51%	-0.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.32%	3.51%	-0.19%

JUCY vs. VTG - Expense Ratio Comparison

JUCY has a 0.60% expense ratio, which is higher than VTG's 0.03% expense ratio.

Dividends

JUCY vs. VTG - Dividend Comparison

JUCY's dividend yield for the trailing twelve months is around 8.21%, more than VTG's 3.20% yield.

Position	TTM	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	8.21%	7.98%	7.83%	9.31%	0.58%
VTG Vanguard Total Treasury ETF	3.20%	1.65%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JUCY and VTG in my portfolio?

JUCY and VTG have a correlation of 0.27, 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 VTG?

On fees, VTG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JUCY or VTG?

VTG is cheaper with a 0.03% expense ratio, compared with 0.60% for JUCY.

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

JUCY has the higher dividend yield at 8.21%, compared with 3.20% for VTG.

What is the main difference between JUCY and VTG?

They also come from different issuers: Aptus and Vanguard. Their fees differ too: 0.60% for JUCY and 0.03% for VTG.