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SCHK vs SHUS

Schwab 1000 ETF vs Stratified LargeCap Hedged ETF

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SCHK costs 0.76% less per year.
  • SCHK is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SCHK is classified as equity, while SHUS is alternative — different risk/return profiles.
  • SCHK follows a index tracking strategy; SHUS uses option income.
  • Over the last 3 years, SCHK has delivered higher annualized returns.

Side-by-side comparison

SCHKSHUS
Annual cost (TER)0.03%0.79%
Fund size (AUM)$5.3B$24M
Since20172021
Dividend yield1.06%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+29.0%+17.7%
CAGR 3Y+23.1%+10.5%
CAGR 5Y+13.3%N/A
Sharpe 3Y1.220.61
Volatility 1Y12.30%10.18%
Max drawdown-34.80%-14.09%

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

Similar to SCHK and SHUS