JUCY vs MNA

Comparison between APTUS ENHANCED YIELD ETF (JUCY, ETF) and NYLI MERGER ARBITRAGE ETF (MNA, ETF).

JUCY vs MNA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUCY(ETF)	MNA(ETF)
Net Assets	$251M	$251M
Expense Ratio	0.60%	0.77%
Max Drawdown	13.11%	16.68%
Sharpe Ratio	0.90	-0.02
5Y Beta	0.06	0.10
P/E Ratio	N/A	105.68
Forward P/E	N/A	14.46
Debt to Equity	N/A	109.32%
P/S Ratio	N/A	1.45
P/B Ratio	N/A	2.62

Net Assets

JUCY

$251M

Winner

MNA

$251M

Expense Ratio

Winner

JUCY

0.60%

MNA

0.77%

Max Drawdown

Winner

JUCY

13.11%

MNA

16.68%

Sharpe Ratio

Winner

JUCY

0.90

MNA

-0.02

5Y Beta

Winner

JUCY

0.06

MNA

0.10

P/E Ratio

JUCY

N/A

MNA

105.68

Forward P/E

JUCY

N/A

MNA

14.46

Debt to Equity

JUCY

N/A

MNA

109.32%

P/S Ratio

JUCY

N/A

MNA

1.45

P/B Ratio

JUCY

N/A

MNA

2.62

JUCY vs MNA - Historical Returns

Returns include dividend reinvestment.

Period	JUCY	MNA
1 month	+0.58%	+0.45%
3 months	+0.87%	+0.47%
6 months	+3.04%	+1.31%
1 year	+7.57%	+3.40%
5 years(CAGR)	N/A	+2.07%
10 years(CAGR)	N/A	+2.89%
Max(CAGR)	+4.50%	+2.68%

Winner

JUCY

+0.58%

MNA

+0.45%

Winner

JUCY

+0.87%

MNA

+0.47%

Winner

JUCY

+3.04%

MNA

+1.31%

Winner

JUCY

+7.57%

MNA

+3.40%

5Y(CAGR)

JUCY

N/A

MNA

+2.07%

10Y(CAGR)

JUCY

N/A

MNA

+2.89%

Max(CAGR)

Winner

JUCY

+4.50%

MNA

+2.68%

JUCY vs MNA - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	JUCY	MNA
2026	+3.13%	+1.96%
2025	+5.23%	+8.19%
2024	+3.87%	+4.83%
2023	+3.31%	+0.21%
2022	+0.72%	-1.49%
2021	N/A	-3.36%
2020	N/A	+2.65%
2019	N/A	+5.10%
2018	N/A	+1.70%
2017	N/A	+5.72%
2016	N/A	+4.30%
2015	N/A	+1.45%
2014	N/A	+5.68%
2013	N/A	+7.13%
2012	N/A	+1.16%
2011	N/A	-0.69%
2010	N/A	-2.62%
2009	N/A	+0.96%

JUCY vs MNA Drawdown Comparison

The maximum drawdown for JUCY was -1.56%, occurring on May 19, 2025. Recovery took 84 trading sessions.

The maximum drawdown for MNA was -16.68%, occurring on Mar 18, 2020. Recovery took 172 trading sessions.

The current JUCY drawdown is -0.23%. The current MNA drawdown is -0.21%.

Rank	JUCY	MNA
#1	-1.56% Apr 1, 2025 - Aug 1, 2025	-16.68% Jan 24, 2020 - Sep 29, 2020
#2	-1.53% Jan 31, 2024 - Jun 3, 2024	-11.94% Apr 23, 2010 - Jul 18, 2013
#3	-1.15% Jun 1, 2023 - Aug 7, 2023	-10.74% Apr 26, 2021 - Jan 15, 2025
#4	-1.07% Oct 1, 2024 - Dec 11, 2024	-5.78% May 28, 2015 - Mar 3, 2016
#5	-0.94% May 29, 2026 - Jul 1, 2026	-4.83% Jan 24, 2018 - Oct 16, 2018
#6	-0.83% Oct 9, 2025 - Oct 20, 2025	-3.98% Jan 8, 2021 - Apr 21, 2021
#7	-0.82% Nov 13, 2023 - Jan 10, 2024	-3.90% Jul 23, 2014 - Nov 26, 2014
#8	-0.78% Jan 25, 2023 - Feb 14, 2023	-3.04% Aug 8, 2013 - Sep 18, 2013
#9	-0.70% Feb 25, 2026 - Mar 16, 2026	-3.00% Jan 31, 2019 - Oct 22, 2019
#10	-0.69% Jun 3, 2024 - Jul 1, 2024	-2.85% May 25, 2016 - Sep 2, 2016
#11	-0.67% Jan 6, 2026 - Jan 28, 2026	-2.50% Nov 7, 2018 - Jan 15, 2019
#12	-0.61% Jan 22, 2025 - Jan 27, 2025	-2.44% Mar 20, 2014 - Jun 17, 2014
#13	-0.61% Dec 11, 2024 - Jan 22, 2025	-2.33% Nov 6, 2020 - Jan 8, 2021
#14	-0.59% Sep 15, 2023 - Oct 23, 2023	-2.28% Mar 4, 2016 - May 25, 2016
#15	-0.58% Mar 17, 2026 - Mar 31, 2026	-2.26% Sep 30, 2016 - Nov 23, 2016

Correlation

Correlation between JUCY and MNA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2009 - 2026)

JUCY vs MNA dividend yield comparison.

Year	JUCY	MNA
2026	4.06%	0.00%
2025	7.98%	0.00%
2024	7.83%	0.00%
2023	9.31%	1.20%
2022	0.58%	0.00%
2020	0.00%	2.30%
2016	0.00%	0.21%
2015	0.00%	0.87%
2013	0.00%	0.99%
2012	0.00%	0.19%
2010	0.00%	1.33%
2009	0.00%	0.01%