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SHUS vs HEDG

Stratified LargeCap Hedged ETF vs Equable Shares Hedged Equity ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

Both SHUS and HEDG are alternative ETFs. SHUS charges 0.79% a year and HEDG 0.96%. The main difference: SHUS follows a option income strategy; HEDG uses long short.

  • SHUS follows a option income strategy; HEDG uses long short.
  • SHUS costs 0.17% less per year.
  • HEDG is much larger than SHUS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SHUSHEDG
Annual cost (TER)0.79%0.96%
Fund size (AUM)$24M$401M
Since20212019
Dividend yield1.27%2.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+18.0%N/A
CAGR 3Y+10.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.17%
Max drawdown-14.09%-3.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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