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GIAX vs SHUS

Nicholas Global Equity and Income ETF vs Stratified LargeCap Hedged ETF

GIAX

Nicholas Global Equity and Income ETF

Annual cost

1.03%

Fund size

$101M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both GIAX and SHUS are alternative ETFs. GIAX charges 1.03% a year and SHUS 0.79%. The main difference: GIAX follows a multi strategy strategy; SHUS uses option income.

  • GIAX follows a multi strategy strategy; SHUS uses option income.
  • SHUS costs 0.24% less per year.
  • GIAX is much larger than SHUS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

GIAXSHUS
Annual cost (TER)1.03%0.79%
Fund size (AUM)$101M$24M
Since20242021
Dividend yield22.33%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+25.7%+18.0%
CAGR 3YN/A+10.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y22.77%10.17%
Max drawdown-20.38%-14.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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