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QQH vs SHUS

HCM Defender 100 Index ETF vs Stratified LargeCap Hedged ETF

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SHUS costs 0.19% less per year.
  • QQH is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • QQH follows a active selection strategy; SHUS uses option income.
  • Over the last 3 years, QQH has delivered higher annualized returns.

Side-by-side comparison

QQHSHUS
Annual cost (TER)0.98%0.79%
Fund size (AUM)$697M$24M
Since20192021
Dividend yield0.21%1.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+39.5%+17.7%
CAGR 3Y+27.9%+10.5%
CAGR 5Y+15.1%N/A
Sharpe 3Y1.070.61
Volatility 1Y20.79%10.18%
Max drawdown-41.87%-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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