GTOH vs JUCY

GTOH vs JUCY

Which is better, GTOH or JUCY?

GTOH has been ahead.

GTOH has a lower expense ratio. GTOH led over 1Y.

Lower Fees: GTOHHigher Returns (1Y): GTOH

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGTOHJUCY
Expense Ratio0.48%Best0.60%
AUM$13M$352M
Dividend Yield5.78%8.94%
Holdings39728
YTD Return-4.05%-2.20%Best
1Y Return--0.48%
3Y Return (annualized)-+2.15%
Fund FamilyInvesco (US)Aptus ETFs
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionDec 9, 2022Oct 31, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

GTOH vs JUCY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare GTOH against instead:GTOH vs SPYGTOH vs QQQGTOH vs VOOGTOH vs VTIJUCY against:JUCY vs VXUS

GTOH vs JUCY Performance

Invesco Short Duration High Yield ETF (GTOH) is an ETF from Invesco (US) and Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs. Year to date, GTOH is down 4.05% versus a loss of 2.20% for JUCY.

Past performance does not guarantee future results.

Fees and Cost Over Time

GTOH charges 0.48% per year while JUCY charges 0.60%. On a $10,000 position that is $48 vs $60 annually, a gap of $12 per year that compounds over a long holding period. On income, GTOH currently yields 5.78% against 8.94% for JUCY.

Holdings Overlap

We hold position weights for 131 holdings in GTOH and 6 in JUCY, totalling 73.7% and 51.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 131 positions we hold weights for in GTOH and 6 in JUCY, against full books of 397 and 28.

You are not choosing between two funds in isolation.

Whichever of GTOH and JUCY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GTOHJUCY

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Frequently Asked Questions

Which is cheaper, GTOH or JUCY?

GTOH has an expense ratio of 0.48% while JUCY charges 0.60%. GTOH is the cheaper option, by $12 a year on a $10,000 investment.

Which pays a higher dividend, GTOH or JUCY?

GTOH yields 5.78% while JUCY yields 8.94%, so JUCY currently pays the higher dividend yield.

Is JUCY better than GTOH?

GTOH has a lower expense ratio. GTOH led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.