Screener
PY vs SHUS
Principal Value ETF vs Stratified LargeCap Hedged ETF
Key differences
- PY costs 0.64% less per year.
- PY is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- PY is classified as equity, while SHUS is alternative — different risk/return profiles.
- PY follows a active selection strategy; SHUS uses option income.
- Over the last 3 years, PY has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.79% |
| Fund size (AUM) | $212M | $24M |
| Since | 2016 | 2021 |
| Dividend yield | 2.15% | 1.29% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +17.5% | +18.8% |
| CAGR 3Y | +13.5% | +10.5% |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.73 | 0.60 |
| Volatility 1Y | 10.72% | 10.16% |
| Max drawdown | -45.44% | -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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