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NBOS vs SHUS

Neuberger Option Strategy ETF vs Stratified LargeCap Hedged ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both NBOS and SHUS are alternative ETFs. NBOS charges 0.57% a year and SHUS 0.79%. The main difference: NBOS costs 0.22% less per year.

  • NBOS costs 0.22% less per year.
  • NBOS is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
  • NBOS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBOSSHUS
Annual cost (TER)0.57%0.79%
Fund size (AUM)$449M$24M
Since20162021
Dividend yield7.71%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.7%+18.0%
CAGR 3YN/A+10.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y7.76%10.17%
Max drawdown-12.66%-14.09%

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

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