Screener
LGH vs SHUS
HCM Defender 500 Index ETF vs Stratified LargeCap Hedged ETF
Key differences
- SHUS costs 0.21% less per year.
- LGH is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- LGH follows a tactical allocation strategy; SHUS uses option income.
- Over the last 3 years, LGH has delivered higher annualized returns.
Side-by-side comparison
| LGH | SHUS | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.79% |
| Fund size (AUM) | $555M | $24M |
| Since | 2019 | 2021 |
| Dividend yield | 0.39% | 1.29% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | tactical allocation | option income |
| CAGR 1Y | +27.9% | +17.7% |
| CAGR 3Y | +21.8% | +10.5% |
| CAGR 5Y | +11.5% | N/A |
| Sharpe 3Y | 1.04 | 0.61 |
| Volatility 1Y | 15.64% | 10.18% |
| Max drawdown | -29.60% | -14.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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