Skip to content
Beacon
Screener

HECA vs SHUS

Hedgeye Capital Allocation ETF vs Stratified LargeCap Hedged ETF

HECA

Hedgeye Capital Allocation ETF

Hedgeye Asset Management, LLC

Annual cost

1.30%

Fund size

$378M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 0.51% less per year.
  • HECA is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • HECA follows a multi strategy strategy; SHUS uses option income.

Side-by-side comparison

HECASHUS
Annual cost (TER)1.30%0.79%
Fund size (AUM)$378M$24M
Since20252021
Dividend yield1.29%
Asset classalternativealternative
Regionnorth america
Strategymulti strategyoption income
CAGR 1YN/A+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y10.18%
Max drawdown-11.81%-14.09%

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

Similar to HECA and SHUS