IHYF vs JUCY

IHYF vs JUCY

Which is better, IHYF or JUCY?

IHYF has been ahead.

IHYF has a lower expense ratio. IHYF led over 1Y and the full window.

Lower Fees: IHYFHigher Returns: IHYF

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

MetricIHYFJUCY
Expense Ratio0.39%Best0.60%
AUM$134M$352M
Dividend Yield6.50%8.94%
Holdings43228
Volatility (annualized)5.3%1.8%Best
Max Drawdown-5.3%-1.6%Best
$10,000 over 3.3 years$13,475Best$11,357
Fund FamilyInvesco (US)Aptus ETFs
CategoryFixed IncomeFixed Income
StyleHigh Yield BondHigh Yield Bond
InceptionNov 30, 2020Oct 31, 2022

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 236 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IHYF has data through Feb 20, 2026 and JUCY through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Nov 1, 2022 to Feb 20, 2026 (3.3 years).

Compare IHYF against instead:IHYF vs SPYIHYF vs QQQIHYF vs VOOIHYF vs VTIJUCY against:JUCY vs VXUS

Risk: Volatility and Drawdowns

IHYF has been the more volatile fund, with annualized monthly volatility of 5.3% 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 -5.3% for IHYF and -1.6% for JUCY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.01. They move largely independently of each other.

Fees and Cost Over Time

IHYF charges 0.39% per year while JUCY charges 0.60%. On a $10,000 position that is $39 vs $60 annually, a gap of $21 per year that compounds over a long holding period. On income, IHYF currently yields 6.50% against 8.94% for JUCY.

Holdings Overlap

We hold position weights for 396 holdings in IHYF and 6 in JUCY, totalling 96.3% and 51.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 372 days apart, IHYF as of Sep 30, 2025 and JUCY as of Oct 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 396 positions we hold weights for in IHYF and 6 in JUCY, against full books of 432 and 28.

You are not choosing between two funds in isolation.

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

IHYFJUCY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IHYF or JUCY?

IHYF has an expense ratio of 0.39% while JUCY charges 0.60%. IHYF is the cheaper option, by $21 a year on a $10,000 investment.

Which is riskier, IHYF or JUCY?

IHYF has been the more volatile fund at 5.3% annualized versus 1.8% for JUCY. Worst drawdown: IHYF -5.3% vs JUCY -1.6%.

Should I hold both IHYF and JUCY?

IHYF and JUCY have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IHYF or JUCY?

IHYF yields 6.50% while JUCY yields 8.94%, so JUCY currently pays the higher dividend yield.

Is JUCY better than IHYF?

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