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SAMM vs SHUS

Strategas Macro Momentum ETF vs Stratified LargeCap Hedged ETF

SAMM

Strategas Macro Momentum ETF

Strategas Asset Management, LLC

Annual cost

0.65%

Fund size

$28M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SAMM costs 0.14% less per year.
  • SAMM is classified as equity, while SHUS is alternative — different risk/return profiles.
  • SAMM follows a active selection strategy; SHUS uses option income.

Side-by-side comparison

SAMMSHUS
Annual cost (TER)0.65%0.79%
Fund size (AUM)$28M$24M
Since20242021
Dividend yield0.98%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+26.5%+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y16.99%10.18%
Max drawdown-24.09%-14.09%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SAMM and SHUS