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SHUS vs SEPM

Stratified LargeCap Hedged ETF vs FT Vest U.S. Equity Max Buffer

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

SEPM

FT Vest U.S. Equity Max Buffer

Annual cost

0.85%

Fund size

$31M

Key differences

Both SHUS and SEPM are alternative ETFs. SHUS charges 0.79% a year and SEPM 0.85%. The main difference: SHUS follows a option income strategy; SEPM uses structured outcome.

  • SHUS follows a option income strategy; SEPM uses structured outcome.
  • SHUS costs 0.06% less per year.

Side-by-side comparison

SHUSSEPM
Annual cost (TER)0.79%0.85%
Fund size (AUM)$24M$31M
Since20212024
Dividend yield1.27%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomestructured outcome
CAGR 1Y+16.7%+6.9%
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.60N/A
Volatility 1Y10.02%2.55%
Max drawdown-14.09%-3.88%

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

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