JUCY vs SIHY
Aptus Enhanced Yield ETF vs Harbor Ares Systematic High Yield ETF
Which is better, JUCY or SIHY?
SIHY has been ahead.
SIHY has a lower expense ratio. SIHY led over 1Y, 3Y and the full window.
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
| Metric | JUCY | SIHY |
|---|---|---|
| Expense Ratio | 0.60% | 0.48%Best |
| AUM | $352M | $135M |
| Dividend Yield | 8.94% | 7.16% |
| Holdings | 28 | 435 |
| YTD Return | -1.93% | +1.22%Best |
| 1Y Return | -0.96% | +2.81%Best |
| 3Y Return (annualized) | +2.24% | +8.96%Best |
| 5Y Return (annualized) | - | +4.58% |
| Volatility (annualized) | 2.0%Best | 5.3% |
| Max Drawdown | -3.6%Best | -5.4% |
| $10,000 over 4 years | $11,138 | $13,848Best |
| Fund Family | Aptus ETFs | Harbor Funds |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Oct 31, 2022 | Sep 14, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Nov 1, 2022 to Oct 15, 2026 (4 years).
JUCY vs SIHY 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 covers the 4 years both funds cover.
JUCY vs SIHY Performance
Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs and Harbor Ares Systematic High Yield ETF (SIHY) is an ETF from Harbor Funds. Over the past year JUCY returned -0.96% while SIHY returned +2.81%. Year to date, JUCY is down 1.93% versus a gain of 1.22% for SIHY.
Over three years, JUCY compounded at +2.24% per year against +8.96% for SIHY. Across the full 4-year window we track, SIHY has the edge at +8.48% annualized vs +2.73%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIHY has been the more volatile fund, with annualized monthly volatility of 5.3% compared with 2.0% 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 -3.6% for JUCY and -5.4% for SIHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.22. They move largely independently of each other.
Fees and Cost Over Time
JUCY charges 0.60% per year while SIHY charges 0.48%. On a $10,000 position that is $60 vs $48 annually, a gap of $12 per year that compounds over a long holding period. On income, JUCY currently yields 8.94% against 7.16% for SIHY.
Holdings Overlap
We hold position weights for 6 holdings in JUCY and 173 in SIHY, totalling 51.2% and 69.2% 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 6 positions we hold weights for in JUCY and 173 in SIHY, against full books of 28 and 435.
You are not choosing between two funds in isolation.
Whichever of JUCY and SIHY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JUCY or SIHY?
JUCY has an expense ratio of 0.60% while SIHY charges 0.48%. SIHY is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, JUCY or SIHY?
Over the past year JUCY returned -0.96% vs +2.81% for SIHY, so SIHY leads on 1-year performance. Over the longest common window we track (4 years), JUCY annualized +2.73% vs +8.48% for SIHY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JUCY or SIHY?
SIHY has been the more volatile fund at 5.3% annualized versus 2.0% for JUCY. Worst drawdown: JUCY -3.6% vs SIHY -5.4%.
Should I hold both JUCY and SIHY?
JUCY and SIHY have a monthly-return correlation of 0.22, 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, JUCY or SIHY?
JUCY yields 8.94% while SIHY yields 7.16%, so JUCY currently pays the higher dividend yield.
Is SIHY better than JUCY?
SIHY has a lower expense ratio. SIHY led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.