JUCY vs VOO
Aptus Enhanced Yield ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JUCY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $318M | $979.0B | |
| Dividend Yield | 8.83% | 1.09% | |
| Holdings | 11 | 509 | |
| YTD Return | -1.01% | +13.44% | |
| 1Y Return | +1.46% | +22.62% | |
| 3Y Return (annualized) | +2.78% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 1.8% | 14.1% | |
| Max Drawdown | -2.1% | -34.3% | |
| Fund Family | Aptus ETFs | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 31, 2022 | Sep 7, 2010 |
JUCY vs VOO Performance
Aptus Enhanced Yield ETF (JUCY) is a ETF from Aptus ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JUCY returned +1.46% while VOO returned +22.62%. Year to date, JUCY is down 1.01% versus a gain of 13.44% for VOO.
Over three years, JUCY compounded at +2.78% per year against +21.47% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs +3.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.8% for JUCY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -2.1% for JUCY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JUCY charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, JUCY currently yields 8.83% against 1.09% for VOO.
Holdings Overlap
JUCY and VOO share 0 holdings out of 512 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JUCY or VOO?
JUCY has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, JUCY or VOO?
Over the past year JUCY returned +1.46% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), JUCY annualized +3.12% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, JUCY or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.8% for JUCY. Worst drawdown: JUCY -2.1% vs VOO -34.3%.
Should I hold both JUCY and VOO?
JUCY and VOO have a monthly-return correlation of -0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JUCY and VOO?
JUCY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, JUCY or VOO?
JUCY yields 8.83% while VOO yields 1.09%, so JUCY currently pays the higher dividend yield.
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