Screener
MSTB vs SHUS
LHA Market State Tactical Beta ETF vs Stratified LargeCap Hedged ETF
Key differences
MSTB is an equity ETF, while SHUS is an alternative ETF. MSTB charges 1.38% a year and SHUS 0.79%.
- MSTB is an equity fund, while SHUS is an alternative fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; SHUS uses option income.
- SHUS costs 0.59% less per year.
- MSTB is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | SHUS | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.79% |
| Fund size (AUM) | $197M | $24M |
| Since | 2020 | 2021 |
| Dividend yield | 0.38% | 1.27% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +17.4% | +18.0% |
| CAGR 3Y | +17.8% | +10.6% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 0.61 |
| Volatility 1Y | 10.59% | 10.17% |
| Max drawdown | -25.64% | -14.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.