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EPSB vs SHUS

Harbor SMID Cap Core ETF vs Stratified LargeCap Hedged ETF

EPSB

Harbor SMID Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 0.09% less per year.
  • SHUS is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • EPSB is classified as equity, while SHUS is alternative — different risk/return profiles.
  • EPSB follows a index tracking strategy; SHUS uses option income.

Side-by-side comparison

EPSBSHUS
Annual cost (TER)0.88%0.79%
Fund size (AUM)$5M$24M
Since20252021
Dividend yield1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+31.0%+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y15.12%10.18%
Max drawdown-8.46%-14.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EPSB and SHUS