MFM vs JUCY

Comparison between MFS Municipal Income Trust (MFM, ETF) and APTUS ENHANCED YIELD ETF (JUCY, ETF).

MFM vs JUCY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFM(ETF)	JUCY(ETF)
Net Assets	$247M	$245M
Expense Ratio	N/A	0.60%
Max Drawdown	59.26%	13.11%
Sharpe Ratio	0.91	1.02
5Y Beta	0.15	0.06
5Y Dividends CAGR	-1.90%	N/A

Net Assets

Winner

MFM

$247M

JUCY

$245M

Expense Ratio

MFM

N/A

JUCY

0.60%

Max Drawdown

MFM

59.26%

Winner

JUCY

13.11%

Sharpe Ratio

MFM

0.91

Winner

JUCY

1.02

5Y Beta

MFM

0.15

Winner

JUCY

0.06

5Y Dividends CAGR

MFM

-1.90%

JUCY

N/A

MFM vs JUCY - Historical Returns

Returns include dividend reinvestment.

Period	MFM	JUCY
1 month	+0.63%	+0.06%
3 months	+3.03%	+1.85%
6 months	+4.68%	+2.99%
1 year	+12.07%	+7.08%
5 years(CAGR)	-0.39%	N/A
10 years(CAGR)	+1.89%	N/A
Max(CAGR)	+5.04%	+4.43%

Winner

MFM

+0.63%

JUCY

+0.06%

Winner

MFM

+3.03%

JUCY

+1.85%

Winner

MFM

+4.68%

JUCY

+2.99%

Winner

MFM

+12.07%

JUCY

+7.08%

5Y(CAGR)

MFM

-0.39%

JUCY

N/A

10Y(CAGR)

MFM

+1.89%

JUCY

N/A

Max(CAGR)

Winner

MFM

+5.04%

JUCY

+4.43%

MFM vs JUCY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MFM	JUCY
2026	+4.70%	+2.39%
2025	+6.36%	+5.23%
2024	+7.72%	+3.87%
2023	+4.52%	+3.31%
2022	-21.84%	+0.72%
2021	+9.78%	N/A
2020	-1.42%	N/A
2019	+16.86%	N/A
2018	-5.41%	N/A
2017	+8.63%	N/A
2016	+1.49%	N/A
2015	+8.74%	N/A
2014	+13.39%	N/A
2013	-14.36%	N/A
2012	+14.85%	N/A
2011	+18.24%	N/A
2010	+0.65%	N/A
2009	+70.75%	N/A
2008	-36.78%	N/A
2007	-13.70%	N/A
2006	+11.48%	N/A
2005	+9.19%	N/A
2004	+8.26%	N/A
2003	+13.39%	N/A
2002	-1.94%	N/A
2001	+10.39%	N/A
2000	+13.66%	N/A
1999	-7.97%	N/A

MFM vs JUCY Drawdown Comparison

The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.

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

The current MFM drawdown is -6.83%. The current JUCY drawdown is -0.54%.

Rank	MFM	JUCY
#1	-54.24% Apr 2, 2007 - Apr 7, 2010	-1.56% Apr 1, 2025 - Aug 1, 2025
#2	-34.38% Jul 29, 2021 - Oct 27, 2023	-1.53% Jan 31, 2024 - Jun 3, 2024
#3	-29.37% Feb 14, 2020 - May 6, 2021	-1.15% Jun 1, 2023 - Aug 7, 2023
#4	-24.74% Oct 1, 2012 - Dec 24, 2015	-1.07% Oct 1, 2024 - Dec 11, 2024
#5	-15.37% Mar 25, 2004 - Oct 27, 2004	-0.94% May 29, 2026 - Jun 5, 2026
#6	-15.26% Oct 29, 2010 - Sep 12, 2011	-0.83% Oct 9, 2025 - Oct 20, 2025
#7	-13.45% Nov 4, 1999 - Jun 2, 2000	-0.82% Nov 13, 2023 - Jan 10, 2024
#8	-12.02% Jul 8, 2016 - Jun 6, 2017	-0.78% Jan 25, 2023 - Feb 14, 2023
#9	-11.92% Sep 17, 2001 - Oct 4, 2002	-0.70% Feb 25, 2026 - Mar 16, 2026
#10	-11.67% Jul 13, 2017 - Feb 20, 2019	-0.69% Jun 3, 2024 - Jul 1, 2024
#11	-10.96% Aug 31, 2000 - Jan 4, 2001	-0.67% Jan 6, 2026 - Jan 28, 2026
#12	-10.86% Oct 4, 2002 - May 9, 2003	-0.61% Jan 22, 2025 - Jan 27, 2025
#13	-10.56% Jun 11, 2003 - Jan 6, 2004	-0.61% Dec 11, 2024 - Jan 22, 2025
#14	-9.57% Sep 13, 2005 - Jan 19, 2006	-0.59% Sep 15, 2023 - Oct 23, 2023
#15	-8.19% Feb 11, 2005 - May 11, 2005	-0.58% Mar 17, 2026 - Mar 31, 2026

Correlation

Correlation between MFM and JUCY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

MFM vs JUCY dividend yield comparison.

Year	MFM	JUCY
2026	2.18%	3.38%
2025	5.08%	7.98%
2024	4.65%	7.83%
2023	4.12%	9.31%
2022	4.85%	0.58%
2021	4.34%	0.00%
2020	4.70%	0.00%
2019	4.71%	0.00%
2018	5.91%	0.00%
2017	5.62%	0.00%
2016	5.72%	0.00%
2015	5.76%	0.00%
2014	6.04%	0.00%
2013	7.08%	0.00%
2012	6.31%	0.00%
2011	7.09%	0.00%
2010	7.86%	0.00%
2009	7.32%	0.00%
2008	11.29%	0.00%
2007	6.82%	0.00%
2006	5.82%	0.00%
2005	6.93%	0.00%
2004	7.10%	0.00%
2003	7.04%	0.00%
2002	7.38%	0.00%
2001	6.92%	0.00%
2000	3.01%	0.00%