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SHUS vs SCHK

Stratified LargeCap Hedged ETF vs Schwab 1000 ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

SCHK

Schwab 1000 ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$5.3B

Key differences

  • SCHK costs 0.76% less per year.
  • SCHK is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS is classified as alternative, while SCHK is equity — different risk/return profiles.
  • SHUS follows a option income strategy; SCHK uses index tracking.
  • Over the last 3 years, SCHK has delivered higher annualized returns.

Side-by-side comparison

SHUSSCHK
Annual cost (TER)0.79%0.03%
Fund size (AUM)$24M$5.3B
Since20212017
Dividend yield1.29%1.06%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.7%+29.0%
CAGR 3Y+10.5%+23.1%
CAGR 5YN/A+13.3%
Sharpe 3Y0.611.22
Volatility 1Y10.18%12.30%
Max drawdown-14.09%-34.80%

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

Similar to SHUS and SCHK