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ETFs

Aptus Enhanced Yield ETF

JUCY
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Nov 01 2022
Expense Ratio
0.59%
Type
US Bonds
Fund Owner
Aptus Capital Advisors
Volume (1m avg. daily)
$1,879,366
AUM
$429,114,400
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

n/a
UNITED STATES TREAS NTS 0.875% 01/31/2024
25.53%
n/a
UNITED STATES TREAS NTS 0.375% 04/15/2024
11.36%
n/a
UNITED STATES TREAS NTS 3% 06/30/2024
9.17%
n/a
UNITED STATES TREAS NTS 2.25% 04/30/2024
5.73%
n/a
UNITED STATES TREAS NTS 3.875% 03/31/2025
5.72%
n/a
UNITED STATES TREAS NTS 1.625% 09/30/2026
5.33%
n/a
UNITED STATES TREAS NTS 0.5% 10/31/2027
4.94%
n/a
SPX_37_2023 0% 10/18/2023
3.93%
n/a
UNITED STATES TREAS NTS 4.25% 09/30/2024
3.84%
n/a
SPX_38_2023 0% 10/25/2023
3.76%
Invest with JUCY

What is JUCY?

An actively managed strategy seeking attractive income with capital preservation. The strategy typically invests in a portfolio of lower-duration US Treasuries and Agency Securities to provide stability and income. It then seeks to enhance the portfolio's yield by using an option overlay to provide more distributable income.

ETFs related toJUCY

ETFs correlated to JUCY include IBTE, XONE, IVOL

JUCY
ETF Series Solutions Trust - Aptus Enhanced Yield ETF
IBTE
iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
XONE
BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
IVOL
KraneShares Trust - Quadratic Interest Rate Volatility And Inflation Hedge ETF
TUA
Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF
VGSH
Vanguard Group, Inc. - Vanguard Short-Term Treasury ETF
SCHO
Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CMBS
BlackRock Institutional Trust Company N.A. - iShares CMBS ETF
UTWO
Rbb Fund Inc - US Treasury 2 Year Note ETF
IBTF
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SPTS
SSgA Active Trust - SPDR Portfolio Short Term Treasury ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toJUCY

#BUFF

Copy Warren Buffett

Category

Classic, Copy the Greats

Risk Rating

Aggressive

#ROT

Ride the Oil Trend

Category

Featured, Diversification

Risk Rating

Aggressive

Create your own algorithmic trading strategy with JUCY using Composer

FAQ

JUCY is a US Bonds ETF. An actively managed strategy seeking attractive income with capital preservation. The strategy typically invests in a portfolio of lower-duration US Treasuries and Agency Securities to provide stability and income. It then seeks to enhance the portfolio's yield by using an option overlay to provide more distributable income.

Yes, JUCY is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, JUCY is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on JUCY is 0.0037%. This is the percent change in the value of JUCY over the most recent 1-month period. The 3-month return on JUCY is 0.0074%. This is the percent change in the value of JUCY over the most recent 3-month period.

ETFs similar to JUCY include SHY, BIL, and TLT.

ETFs correlated to JUCY include IBTE, XONE, and IVOL.

ETFs that are inversely correlated to JUCY include JMHI, IBDY, and BSVO.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.