TUA vs. JUCY
TUA (Simplify Short Term Treasury Futures Strategy ETF) and JUCY (Aptus Enhanced Yield ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past 3 years, TUA returned 0.00%/yr vs 4.41%/yr for JUCY. At a 0.25 correlation, their price movements are largely independent. TUA charges 0.16%/yr vs 0.60%/yr for JUCY.
Performance
TUA vs. JUCY - Performance Comparison
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Returns By Period
In the year-to-date period, TUA achieves a -5.38% return, which is significantly lower than JUCY's 2.85% return.
TUA
- 1D
- 0.20%
- 1M
- -0.39%
- YTD
- -5.38%
- 6M
- -5.08%
- 1Y
- -3.57%
- 3Y*
- 0.00%
- 5Y*
- —
- 10Y*
- —
JUCY
- 1D
- 0.05%
- 1M
- -0.10%
- YTD
- 2.85%
- 6M
- 2.72%
- 1Y
- 7.10%
- 3Y*
- 4.41%
- 5Y*
- —
- 10Y*
- —
TUA vs. JUCY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TUA Simplify Short Term Treasury Futures Strategy ETF | -5.38% | 7.27% | -3.59% | -2.04% | -0.83% |
JUCY Aptus Enhanced Yield ETF | 2.85% | 5.50% | 3.89% | 3.27% | 0.45% |
Correlation
The correlation between TUA and JUCY 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 (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2022 | 0.25 |
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Return for Risk
TUA vs. JUCY — Risk / Return Rank
TUA
JUCY
TUA vs. JUCY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Short Term Treasury Futures Strategy ETF (TUA) and Aptus Enhanced Yield ETF (JUCY). 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.
| TUA | JUCY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.50 | ||
| Sortino ratioReturn per unit of downside risk | -3.63 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.39 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 7.61 | -8.09 |
| Martin ratioReturn relative to average drawdown | -1.20 | 29.36 | -30.56 |
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Drawdowns
TUA vs. JUCY - Drawdown Comparison
The maximum TUA drawdown since its inception was -15.85%, which is greater than JUCY's maximum drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for TUA and JUCY.
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Drawdown Indicators
| TUA | JUCY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.85% | -1.56% | -14.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.37% | -0.94% | -6.43% |
Max Drawdown (3Y)Largest decline over 3 years | -9.14% | -1.56% | -7.58% |
Current DrawdownCurrent decline from peak | -10.05% | -0.27% | -9.78% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -0.32% | -8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 0.24% | +2.74% |
Volatility
TUA vs. JUCY - Volatility Comparison
Simplify Short Term Treasury Futures Strategy ETF (TUA) has a higher volatility of 2.66% compared to Aptus Enhanced Yield ETF (JUCY) at 1.24%. This indicates that TUA's price experiences larger fluctuations and is considered to be riskier than JUCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TUA | JUCY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.66% | 1.24% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 5.31% | 2.38% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.01% | 3.59% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.75% | 3.35% | +7.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.75% | 3.35% | +7.40% |
TUA vs. JUCY - Expense Ratio Comparison
TUA has a 0.16% expense ratio, which is lower than JUCY's 0.60% expense ratio.
Dividends
TUA vs. JUCY - Dividend Comparison
TUA's dividend yield for the trailing twelve months is around 3.32%, less than JUCY's 8.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JUCY Aptus Enhanced Yield ETF | 8.24% | 7.98% | 7.83% | 9.31% | 0.58% |
TUA Simplify Short Term Treasury Futures Strategy ETF | 3.32% | 3.84% | 5.19% | 4.83% | 0.15% |
Frequently Asked Questions
TUA and JUCY 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.
TUA has higher volatility (2.66%) compared to JUCY (1.24%). In terms of maximum drawdown, TUA dropped -15.85% vs JUCY's -1.56%.
On 3-year performance, JUCY leads with 4.41% vs 0.00% for TUA. On fees, TUA is cheaper at 0.16% per year. On volatility, JUCY has been the lower-risk option at 1.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, JUCY has performed better with a 4.41% return vs 0.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
TUA is cheaper with a 0.16% expense ratio, compared with 0.60% for JUCY.
JUCY has the higher dividend yield at 8.24%, compared with 3.32% for TUA.
They also come from different issuers: Simplify and Aptus. Their fees differ too: 0.16% for TUA and 0.60% for JUCY.
JUCY currently has the higher Sharpe Ratio (1.99 vs -0.51), 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.
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