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SHUS vs QQH

Stratified LargeCap Hedged ETF vs HCM Defender 100 Index ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

QQH

HCM Defender 100 Index ETF

Howard Capital Management

Annual cost

0.98%

Fund size

$697M

Key differences

  • SHUS costs 0.19% less per year.
  • QQH is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS follows a option income strategy; QQH uses active selection.
  • Over the last 3 years, QQH has delivered higher annualized returns.

Side-by-side comparison

SHUSQQH
Annual cost (TER)0.79%0.98%
Fund size (AUM)$24M$697M
Since20212019
Dividend yield1.29%0.21%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+17.7%+39.5%
CAGR 3Y+10.5%+27.9%
CAGR 5YN/A+15.1%
Sharpe 3Y0.611.07
Volatility 1Y10.18%20.79%
Max drawdown-14.09%-41.87%

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

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