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HEDG vs SHUS

Equable Shares Hedged Equity ETF vs Stratified LargeCap Hedged ETF

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both HEDG and SHUS are alternative ETFs. HEDG charges 0.96% a year and SHUS 0.79%. The main difference: HEDG follows a long short strategy; SHUS uses option income.

  • HEDG follows a long short strategy; SHUS uses option income.
  • SHUS costs 0.17% less per year.
  • HEDG is much larger than SHUS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

HEDGSHUS
Annual cost (TER)0.96%0.79%
Fund size (AUM)$401M$24M
Since20192021
Dividend yield2.08%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortoption income
CAGR 1YN/A+16.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.60
Volatility 1Y10.02%
Max drawdown-3.85%-14.09%

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

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