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SHUS vs FFLV

Stratified LargeCap Hedged ETF vs Fidelity Fundamental Large Cap

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.41% less per year.
  • SHUS is classified as alternative, while FFLV is equity — different risk/return profiles.
  • SHUS covers north america markets; FFLV covers global.
  • SHUS follows a option income strategy; FFLV uses active selection.

Side-by-side comparison

SHUSFFLV
Annual cost (TER)0.79%0.38%
Fund size (AUM)$24M$17M
Since20212024
Dividend yield1.29%1.48%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+17.7%+28.1%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.18%11.50%
Max drawdown-14.09%-16.71%

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

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