JUCY ranks 4th and HYGM 11th of 13 funds in the Treasury Option Income Category.
HYGM vs JUCY
JUCY −0.19pt a year
0.79%0.60%
JUCY 213.5×the volume
740158K
HYGM vs JUCY Performance
−0.8%+1.0%
- HYGM 0.79%
- JUCY 0.60%, better
- HYGM $1M
- JUCY $352M
- HYGM
- JUCY +5.7%
- HYGM
- JUCY 8.21%
- HYGM 3
- JUCY 13
- HYGM 740 sh
- JUCY 158K sh, better
- HYGM $23.64
- JUCY $21.72
ETF.net Grade
| Pillar | HYGM | JUCY |
|---|---|---|
| Cost | D31 | C54Higher |
| Mission | ||
| Risk | C50 | B67Higher |
| Tradability | C40 | B60Higher |
| Holdings | D34 | A71Higher |
| Durability | F21 | A71Higher |
Rank among Treasury Option Income funds
Same Category. HYGM and JUCY are both graded against the same 13 Treasury Option Income funds, so their Grades compare head to head.
Our read on each fund
HYGMD
JUCYB
In short
JUCY Treasuries with a payout target attached. Aptus pairs U.S. government fixed income with an income overlay and, per its own shareholder report, aims to keep monthly distributions in roughly the 5% to 12% range, topping up with return of capital when income runs short.
Stated mandate
JUCY The retrieved SEC material establishes that JUCY's pre-June 24, 2025 fixed-income and equity-linked-note strategy no longer represents its current objective. The replacement objective is not stated in the available evidence.
Why people hold it
Worth knowing
HYGM vs JUCY Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
HYGM vs JUCY Cost
Overpaying HYGM vs JUCY
$3,357
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
HYGM 0.79%
$15,174
JUCY 0.60%
$11,817
Cost over time
Year by year
| Year | HYGM | JUCY | Overpaying |
|---|---|---|---|
| 10 | $1,405 | $1,076 | $329 |
| 20 | $5,331 | $4,116 | $1,215 |
| 30 | $15,174 | $11,817 | $3,357 |
- 0.79%HYGM
- 0.60%JUCY, cheaper
- Middle half of Treasury Option Income funds
- Median 0.65%
JUCY 6th cheapest of 13 funds
HYGM 8th cheapest of 13 funds
HYGM vs JUCY Dividends
- HYGM
- JUCY 8.21%
- HYGM
- JUCY $1.78
- HYGM $0.20
- JUCY $0.15
- HYGM Oct 29, 2026
- JUCY Oct 29, 2026
- HYGM Oct 30, 2026
- JUCY Oct 30, 2026
- HYGM Monthly
- JUCY Monthly
Distribution history
HYGM vs JUCY Risk
Fall from peak · 5 years
Risk facts
- Volatility
- HYGM JUCY 1.9%
- Return per unit of risk
- HYGM JUCY 0.04
- Worst fall
- HYGM JUCY −1.6%
- Market sensitivity
- HYGM 0.11JUCY 0.11Same figure. Both funds show the same value, so neither comes out ahead.
HYGM and JUCY in the news
Popular comparisons
- 0.79% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.60% · 0.40%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.60% · 0.35%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.38%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.60% · 0.38%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
