Screener
SHUS vs IJR
Stratified LargeCap Hedged ETF vs iShares Core S&P Small-Cap ETF
Key differences
- IJR costs 0.73% less per year.
- IJR is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- SHUS is classified as alternative, while IJR is equity — different risk/return profiles.
- SHUS follows a option income strategy; IJR uses index tracking.
- Over the last 3 years, IJR has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHUS | IJR | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.06% |
| Fund size (AUM) | $24M | $102.6B |
| Since | 2021 | 2000 |
| Dividend yield | 1.29% | 1.16% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +18.8% | +36.1% |
| CAGR 3Y | +10.5% | +16.0% |
| CAGR 5Y | N/A | +6.6% |
| Sharpe 3Y | 0.60 | 0.65 |
| Volatility 1Y | 10.16% | 17.70% |
| Max drawdown | -14.09% | -44.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SHUS and IJR
Explore further