JUCY vs VYM
Aptus Enhanced Yield ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | JUCY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $318M | $79.0B | |
| Dividend Yield | 8.83% | 2.86% | |
| Holdings | 11 | 568 | |
| YTD Return | -0.92% | +15.80% | |
| 1Y Return | +1.64% | +26.12% | |
| 3Y Return (annualized) | +2.82% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 1.8% | 14.6% | |
| Max Drawdown | -2.1% | -58.8% | |
| Fund Family | Aptus ETFs | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 31, 2022 | Nov 10, 2006 |
JUCY vs VYM Performance
Aptus Enhanced Yield ETF (JUCY) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JUCY returned +1.64% while VYM returned +26.12%. Year to date, JUCY is down 0.92% versus a gain of 15.80% for VYM.
Over three years, JUCY compounded at +2.82% per year against +18.25% for VYM. Across the full 4-year window we track, VYM has the edge at +7.07% annualized vs +3.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JUCY charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, JUCY currently yields 8.83% against 2.86% for VYM.
Holdings Overlap
JUCY and VYM share 0 holdings out of 565 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 VYM?
JUCY has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, JUCY or VYM?
Over the past year JUCY returned +1.64% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), JUCY annualized +3.15% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, JUCY or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 1.8% for JUCY. Worst drawdown: JUCY -2.1% vs VYM -58.8%.
Should I hold both JUCY and VYM?
JUCY and VYM have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JUCY and VYM?
JUCY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, JUCY or VYM?
JUCY yields 8.83% while VYM yields 2.86%, so JUCY currently pays the higher dividend yield.
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