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SHUS vs FHEQ
Stratified LargeCap Hedged ETF vs Fidelity Hedged Equity ETF
Key differences
- FHEQ costs 0.31% less per year.
- FHEQ is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- SHUS follows a option income strategy; FHEQ uses tactical allocation.
Side-by-side comparison
| SHUS | FHEQ | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.48% |
| Fund size (AUM) | $24M | $829M |
| Since | 2021 | 2024 |
| Dividend yield | 1.29% | 0.61% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +17.7% | +21.3% |
| CAGR 3Y | +10.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.61 | N/A |
| Volatility 1Y | 10.18% | 9.52% |
| Max drawdown | -14.09% | -11.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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