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SHUS vs LGH
Stratified LargeCap Hedged ETF vs HCM Defender 500 Index ETF
Key differences
- SHUS costs 0.21% less per year.
- LGH is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
- SHUS follows a option income strategy; LGH uses tactical allocation.
- Over the last 3 years, LGH has delivered higher annualized returns.
Side-by-side comparison
| SHUS | LGH | |
|---|---|---|
| Annual cost (TER) | 0.79% | 1.00% |
| Fund size (AUM) | $24M | $555M |
| Since | 2021 | 2019 |
| Dividend yield | 1.29% | 0.39% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +17.7% | +27.9% |
| CAGR 3Y | +10.5% | +21.8% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | 0.61 | 1.04 |
| Volatility 1Y | 10.18% | 15.64% |
| Max drawdown | -14.09% | -29.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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