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JUCY
-0.05 · -0.21%
$22.24 · BATS

ETF Series Solutions - Aptus Enhanced Yield ETF (JUCY) ETF Analysis | Intermediate Core Bond

APTUS ETFs · USA
AUM:$228.0M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is JUCY?

The fund is an actively managed ETF that seeks to achieve its investment objectives through a combination of fixed income securities and total return swaps. The fund invests primarily in U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
JUCY returned 5.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$228.0M
Expense Ratio0.60%
Dividend Yield8.34%
Holdings1
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderAPTUS ETFs
Beta0.11
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.6%
1Y
+3.3%
3Y
+11.0%
5Y
+14.7%
OpenBook InsightIf you had invested £10,000 in JUCY 5 years ago, it would have grown to £11,468 — a gain of £1,468.

Annual Returns

Calendar year performance

JUCY delivered positive returns in 5 of the last 5 calendar years.
YearJUCY
2026 YTD+0.4%
2025+5.2%
2024+3.9%
2023+3.3%
2022+0.7%
CAGR 4yr+3.3%
5/5 positive yearsAvg return: +2.7%Worst year: +0.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.8%
Low
Momentum
-0.6%
30-day change
Support Level
21.89
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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