JUDB vs SPY
Aptus July Deep Buffer ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | JUDB | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.09% | |
| AUM | $12M | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 5 | 505 | |
| YTD Return | +2.85% | +12.22% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.9% | -56.5% | |
| Fund Family | Aptus ETFs | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | May 5, 2026 | Jan 22, 1993 |
JUDB vs SPY Performance
Aptus July Deep Buffer ETF (JUDB) is a ETF from Aptus ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, JUDB is up 2.85% versus a gain of 12.22% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for JUDB and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JUDB charges 0.25% per year while SPY charges 0.09%. On a $10,000 position that is $25 vs $9 annually, a gap of $16 per year that compounds over a long holding period. On income, JUDB currently yields 0.00% against 1.01% for SPY.
Frequently Asked Questions
Which is cheaper, JUDB or SPY?
JUDB has an expense ratio of 0.25% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which pays a higher dividend, JUDB or SPY?
JUDB yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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