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HTUS vs SHUS

Hull Tactical US ETF vs Stratified LargeCap Hedged ETF

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

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

  • HTUS follows a multi strategy strategy; SHUS uses option income.
  • SHUS costs 0.17% less per year.
  • HTUS is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HTUS has delivered higher annualized returns.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTUSSHUS
Annual cost (TER)0.96%0.79%
Fund size (AUM)$152M$24M
Since20152021
Dividend yield1.12%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+25.5%+18.0%
CAGR 3Y+21.6%+10.6%
CAGR 5Y+15.5%N/A
Sharpe 3Y1.020.61
Volatility 1Y11.80%10.17%
Max drawdown-47.50%-14.09%

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

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