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SHUS vs HELS

Stratified LargeCap Hedged ETF vs Hedgeye 130/30 Equity ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

HELS

Hedgeye 130/30 Equity ETF

Annual cost

Fund size

Key differences

  • SHUS follows a option income strategy; HELS uses tactical allocation.

Side-by-side comparison

SHUSHELS
Annual cost (TER)0.79%
Fund size (AUM)$24M
Since2021
Dividend yield1.29%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incometactical allocation
CAGR 1Y+17.7%N/A
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.18%
Max drawdown-14.09%-13.60%

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

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