JUCY vs WTBN
Aptus Enhanced Yield ETF vs WisdomTree Bianco Total Return Fund ETF
Which is better, JUCY or WTBN?
Each has led over a different period.
JUCY led over 1Y, WTBN over 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 | WTBN |
|---|---|---|
| Expense Ratio | 0.60%Tie | 0.60%Tie |
| AUM | $352M | $103M |
| Dividend Yield | 8.94% | 4.22% |
| Holdings | 28 | 14 |
| YTD Return | -2.20%Best | -3.29% |
| 1Y Return | -0.48%Best | -3.25% |
| 3Y Return (annualized) | +2.15% | - |
| Volatility (annualized) | 2.2%Best | 4.3% |
| Max Drawdown | -3.6%Best | -5.1% |
| $10,000 over 2.8 years | $10,663 | $10,769Best |
| Fund Family | Aptus ETFs | WisdomTree Investments |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Oct 31, 2022 | Dec 20, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 20, 2023 to Oct 14, 2026 (2.8 years).
JUCY vs WTBN 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 2.8 years both funds cover.
JUCY vs WTBN Performance
Aptus Enhanced Yield ETF (JUCY) is an ETF from Aptus ETFs and WisdomTree Bianco Total Return Fund ETF (WTBN) is an ETF from WisdomTree Investments. Over the past year JUCY returned -0.48% while WTBN returned -3.25%. Year to date, JUCY is down 2.20% versus a loss of 3.29% for WTBN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTBN has been the more volatile fund, with annualized monthly volatility of 4.3% compared with 2.2% 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 -5.1% for WTBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JUCY charges 0.60% per year while WTBN charges 0.60%. On a $10,000 position that is $60 vs $60 annually. On income, JUCY currently yields 8.94% against 4.22% for WTBN.
Holdings Overlap
We hold position weights for 6 holdings in JUCY and 14 in WTBN, totalling 51.2% and 99.7% 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 14 in WTBN, against full books of 28 and 14.
What only one of them owns
Measured across the 6 and 14 positions we hold weights for.
JUCY holds 6 positions WTBN does not, 51.2% of the fund.
Largest: T 1 07/31/28 20.20%, T 4.5 05/31/29 9.36%, T 0.5 10/31/27 6.47%, T 4 07/31/32 5.87%, T 2.75 07/31/27 5.33%
You are not choosing between two funds in isolation.
Whichever of JUCY and WTBN 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 WTBN?
JUCY has an expense ratio of 0.60% while WTBN charges 0.60%. At the precision these are quoted to, they cost the same.
Which performed better, JUCY or WTBN?
Over the past year JUCY returned -0.48% vs -3.25% for WTBN, so JUCY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JUCY or WTBN?
WTBN has been the more volatile fund at 4.3% annualized versus 2.2% for JUCY. Worst drawdown: JUCY -3.6% vs WTBN -5.1%.
Should I hold both JUCY and WTBN?
JUCY and WTBN have a monthly-return correlation of 0.66, 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 WTBN?
JUCY yields 8.94% while WTBN yields 4.22%, so JUCY currently pays the higher dividend yield.
Is WTBN better than JUCY?
JUCY led over 1Y, WTBN over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.