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SHUS vs CDX

Stratified LargeCap Hedged ETF vs Simplify High Yield ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.54% less per year.
  • CDX is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS follows a option income strategy; CDX uses multi strategy.
  • Over the last 3 years, SHUS has delivered higher annualized returns.

Side-by-side comparison

SHUSCDX
Annual cost (TER)0.79%0.25%
Fund size (AUM)$24M$440M
Since20212022
Dividend yield1.29%8.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+17.7%-0.3%
CAGR 3Y+10.5%+7.8%
CAGR 5YN/AN/A
Sharpe 3Y0.610.42
Volatility 1Y10.18%5.69%
Max drawdown-14.09%-13.24%

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

Similar to SHUS and CDX