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SHUS vs NBOS

Stratified LargeCap Hedged ETF vs Neuberger Option Strategy ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

Key differences

Both SHUS and NBOS are alternative ETFs. SHUS charges 0.79% a year and NBOS 0.57%. The main difference: NBOS costs 0.22% less per year.

  • NBOS costs 0.22% less per year.
  • NBOS is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
  • NBOS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHUSNBOS
Annual cost (TER)0.79%0.57%
Fund size (AUM)$24M$449M
Since20212016
Dividend yield1.27%7.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+18.0%+17.7%
CAGR 3Y+10.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.17%7.76%
Max drawdown-14.09%-12.66%

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

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