JUCY vs RXI
Comparison between APTUS ENHANCED YIELD ETF (JUCY, ETF) and ISHARES GLOBAL CONSUMER DISCRETIONARY ETF (RXI, ETF).
JUCY vs RXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUCY
$251M
Winner
RXI
$252M
Expense Ratio
JUCY
0.60%
Winner
RXI
0.39%
Max Drawdown
Winner
JUCY
13.11%
RXI
61.97%
Sharpe Ratio
Winner
JUCY
0.90
RXI
0.09
5Y Beta
Winner
JUCY
0.06
RXI
1.00
P/E Ratio
JUCY
N/A
RXI
29.08
Forward P/E
JUCY
N/A
RXI
23.90
PEG Ratio
JUCY
N/A
RXI
1.09
5Y Dividends CAGR
JUCY
N/A
RXI
20.63%
5Y EPS CAGR
JUCY
N/A
RXI
15.70%
Debt to Equity
JUCY
N/A
RXI
-214.70%
P/S Ratio
JUCY
N/A
RXI
2.44
P/B Ratio
JUCY
N/A
RXI
7.75
JUCY vs RXI - Historical Returns
Returns include dividend reinvestment.
1M
JUCY
+0.58%
Winner
RXI
+1.26%
3M
Winner
JUCY
+0.87%
RXI
-2.37%
6M
Winner
JUCY
+3.04%
RXI
-6.16%
1Y
Winner
JUCY
+7.57%
RXI
+3.56%
5Y(CAGR)
JUCY
N/A
RXI
+3.97%
10Y(CAGR)
JUCY
N/A
RXI
+9.59%
Max(CAGR)
JUCY
+4.50%
Winner
RXI
+8.44%
JUCY vs RXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JUCY | RXI |
|---|---|---|
| 2026 | +3.13% | -4.76% |
| 2025 | +5.23% | +14.29% |
| 2024 | +3.87% | +18.69% |
| 2023 | +3.31% | +26.98% |
| 2022 | +0.72% | -29.82% |
| 2021 | N/A | +17.19% |
| 2020 | N/A | +23.24% |
| 2019 | N/A | +26.61% |
| 2018 | N/A | -7.32% |
| 2017 | N/A | +22.02% |
| 2016 | N/A | +5.37% |
| 2015 | N/A | +6.22% |
| 2014 | N/A | +3.82% |
| 2013 | N/A | +35.69% |
| 2012 | N/A | +23.06% |
| 2011 | N/A | -5.87% |
| 2010 | N/A | +21.94% |
| 2009 | N/A | +33.36% |
| 2008 | N/A | -38.34% |
| 2007 | N/A | -3.95% |
| 2006 | N/A | +12.31% |
JUCY vs RXI Drawdown Comparison
The maximum drawdown for JUCY was -1.56%, occurring on May 19, 2025. Recovery took 84 trading sessions.
The maximum drawdown for RXI was -60.34%, occurring on Mar 9, 2009. Recovery took 1306 trading sessions.
The current JUCY drawdown is -0.23%. The current RXI drawdown is -8.22%.
| Rank | JUCY | RXI |
|---|---|---|
| #1 | -1.56% Apr 1, 2025 - Aug 1, 2025 | -60.34% Jul 10, 2007 - Sep 13, 2012 |
| #2 | -1.53% Jan 31, 2024 - Jun 3, 2024 | -35.77% Nov 5, 2021 - Nov 11, 2024 |
| #3 | -1.15% Jun 1, 2023 - Aug 7, 2023 | -35.65% Jan 17, 2020 - Aug 6, 2020 |
| #4 | -1.07% Oct 1, 2024 - Dec 11, 2024 | -20.86% Sep 20, 2018 - Apr 23, 2019 |
| #5 | -0.94% May 29, 2026 - Jul 1, 2026 | -19.64% Feb 14, 2025 - Jul 23, 2025 |
| #6 | -0.83% Oct 9, 2025 - Oct 20, 2025 | -17.13% Jun 23, 2015 - Dec 7, 2016 |
| #7 | -0.82% Nov 13, 2023 - Jan 10, 2024 | -15.17% Jan 12, 2026 - Mar 27, 2026 |
| #8 | -0.78% Jan 25, 2023 - Feb 14, 2023 | -10.81% Jul 3, 2014 - Nov 25, 2014 |
| #9 | -0.70% Feb 25, 2026 - Mar 16, 2026 | -8.97% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -0.69% Jun 3, 2024 - Jul 1, 2024 | -8.26% Apr 23, 2019 - Jul 1, 2019 |
| #11 | -0.67% Jan 6, 2026 - Jan 28, 2026 | -8.18% Dec 31, 2013 - Mar 6, 2014 |
| #12 | -0.61% Jan 22, 2025 - Jan 27, 2025 | -7.81% Jul 16, 2019 - Oct 17, 2019 |
| #13 | -0.61% Dec 11, 2024 - Jan 22, 2025 | -7.79% Oct 27, 2025 - Jan 8, 2026 |
| #14 | -0.59% Sep 15, 2023 - Oct 23, 2023 | -7.65% May 21, 2013 - Jul 11, 2013 |
| #15 | -0.58% Mar 17, 2026 - Mar 31, 2026 | -7.53% Feb 20, 2007 - Apr 16, 2007 |
Correlation
Correlation between JUCY and RXI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
JUCY vs RXI dividend yield comparison.
| Year | JUCY | RXI |
|---|---|---|
| 2026 | 4.06% | 0.57% |
| 2025 | 7.98% | 1.55% |
| 2024 | 7.83% | 1.07% |
| 2023 | 9.31% | 1.00% |
| 2022 | 0.58% | 1.00% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 0.65% |
| 2019 | 0.00% | 1.48% |
| 2018 | 0.00% | 1.73% |
| 2017 | 0.00% | 1.26% |
| 2016 | 0.00% | 1.77% |
| 2015 | 0.00% | 1.17% |
| 2014 | 0.00% | 1.71% |
| 2013 | 0.00% | 1.21% |
| 2012 | 0.00% | 1.41% |
| 2011 | 0.00% | 1.76% |
| 2010 | 0.00% | 1.07% |
| 2009 | 0.00% | 1.31% |
| 2008 | 0.00% | 3.34% |
| 2007 | 0.00% | 1.56% |
| 2006 | 0.00% | 0.35% |
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