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HELS vs SHUS

Hedgeye 130/30 Equity ETF vs Stratified LargeCap Hedged ETF

HELS

Hedgeye 130/30 Equity ETF

Annual cost

Fund size

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • HELS follows a tactical allocation strategy; SHUS uses option income.

Side-by-side comparison

HELSSHUS
Annual cost (TER)0.79%
Fund size (AUM)$24M
Since2021
Dividend yield1.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1YN/A+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y10.18%
Max drawdown-13.60%-14.09%

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

Similar to HELS and SHUS