JUCY vs SEIX
Comparison between APTUS ENHANCED YIELD ETF (JUCY, ETF) and VIRTUS SEIX SENIOR LOAN ETF (SEIX, ETF).
JUCY vs SEIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUCY
$251M
SEIX
$250M
Expense Ratio
JUCY
0.60%
Winner
SEIX
0.57%
Max Drawdown
Winner
JUCY
13.11%
SEIX
18.24%
Sharpe Ratio
Winner
JUCY
0.90
SEIX
0.89
5Y Beta
Winner
JUCY
0.06
SEIX
0.08
5Y Dividends CAGR
JUCY
N/A
SEIX
14.37%
JUCY vs SEIX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUCY
+0.58%
SEIX
+0.57%
3M
JUCY
+0.87%
Winner
SEIX
+1.74%
6M
Winner
JUCY
+3.04%
SEIX
+2.50%
1Y
Winner
JUCY
+7.57%
SEIX
+5.23%
5Y(CAGR)
JUCY
N/A
SEIX
+5.77%
Max(CAGR)
JUCY
+4.50%
Winner
SEIX
+5.36%
JUCY vs SEIX - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JUCY | SEIX |
|---|---|---|
| 2026 | +3.13% | +2.92% |
| 2025 | +5.23% | +5.10% |
| 2024 | +3.87% | +8.32% |
| 2023 | +3.31% | +12.17% |
| 2022 | +0.72% | -1.93% |
| 2021 | N/A | +5.45% |
| 2020 | N/A | +3.13% |
| 2019 | N/A | +3.46% |
JUCY vs SEIX Drawdown Comparison
The maximum drawdown for JUCY was -1.56%, occurring on May 19, 2025. Recovery took 84 trading sessions.
The maximum drawdown for SEIX was -17.50%, occurring on Mar 24, 2020. Recovery took 190 trading sessions.
The current JUCY drawdown is -0.23%.
| Rank | JUCY | SEIX |
|---|---|---|
| #1 | -1.56% Apr 1, 2025 - Aug 1, 2025 | -17.50% Jan 21, 2020 - Oct 20, 2020 |
| #2 | -1.53% Jan 31, 2024 - Jun 3, 2024 | -6.69% Jan 19, 2022 - Jan 30, 2023 |
| #3 | -1.15% Jun 1, 2023 - Aug 7, 2023 | -3.01% Feb 24, 2025 - May 15, 2025 |
| #4 | -1.07% Oct 1, 2024 - Dec 11, 2024 | -1.89% Mar 8, 2023 - Apr 17, 2023 |
| #5 | -0.94% May 29, 2026 - Jul 1, 2026 | -1.36% Sep 18, 2019 - Nov 27, 2019 |
| #6 | -0.83% Oct 9, 2025 - Oct 20, 2025 | -1.24% Mar 20, 2024 - May 14, 2024 |
| #7 | -0.82% Nov 13, 2023 - Jan 10, 2024 | -1.13% Jan 16, 2026 - Apr 8, 2026 |
| #8 | -0.78% Jan 25, 2023 - Feb 14, 2023 | -0.75% May 18, 2023 - Jun 9, 2023 |
| #9 | -0.70% Feb 25, 2026 - Mar 16, 2026 | -0.63% Feb 14, 2023 - Mar 8, 2023 |
| #10 | -0.69% Jun 3, 2024 - Jul 1, 2024 | -0.62% Oct 22, 2020 - Nov 6, 2020 |
| #11 | -0.67% Jan 6, 2026 - Jan 28, 2026 | -0.60% Nov 26, 2021 - Dec 9, 2021 |
| #12 | -0.61% Jan 22, 2025 - Jan 27, 2025 | -0.58% Dec 1, 2023 - Dec 18, 2023 |
| #13 | -0.61% Dec 11, 2024 - Jan 22, 2025 | -0.58% Mar 13, 2024 - Mar 20, 2024 |
| #14 | -0.59% Sep 15, 2023 - Oct 23, 2023 | -0.55% Oct 3, 2025 - Oct 31, 2025 |
| #15 | -0.58% Mar 17, 2026 - Mar 31, 2026 | -0.54% Sep 21, 2023 - Oct 10, 2023 |
Correlation
Correlation between JUCY and SEIX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
JUCY vs SEIX dividend yield comparison.
| Year | JUCY | SEIX |
|---|---|---|
| 2026 | 4.06% | 3.68% |
| 2025 | 7.98% | 7.52% |
| 2024 | 7.83% | 8.09% |
| 2023 | 9.31% | 8.74% |
| 2022 | 0.58% | 5.76% |
| 2021 | 0.00% | 4.16% |
| 2020 | 0.00% | 3.75% |
| 2019 | 0.00% | 3.82% |
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