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HCMT vs SHUS

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF vs Stratified LargeCap Hedged ETF

HCMT

Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF

Direxion Funds

Annual cost

1.18%

Fund size

$551M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 0.39% less per year.
  • HCMT is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • HCMT is classified as equity, while SHUS is alternative — different risk/return profiles.
  • HCMT follows a tactical allocation strategy; SHUS uses option income.

Side-by-side comparison

HCMTSHUS
Annual cost (TER)1.18%0.79%
Fund size (AUM)$551M$24M
Since20232021
Dividend yield0.43%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y+42.3%+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y24.51%10.18%
Max drawdown-36.26%-14.09%

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

Similar to HCMT and SHUS