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SHUS vs FELC

Stratified LargeCap Hedged ETF vs Fidelity Enhanced Large Cap Core ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

FELC

Fidelity Enhanced Large Cap Core ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$7.0B

Key differences

  • FELC costs 0.61% less per year.
  • FELC is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS is classified as alternative, while FELC is equity — different risk/return profiles.
  • SHUS follows a option income strategy; FELC uses active selection.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHUSFELC
Annual cost (TER)0.79%0.18%
Fund size (AUM)$24M$7.0B
Since20212007
Dividend yield1.29%0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+17.7%+29.4%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.18%12.06%
Max drawdown-14.09%-18.59%

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

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