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SHUS vs SPBC

Stratified LargeCap Hedged ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

Key differences

Both SHUS and SPBC are alternative ETFs. SHUS charges 0.79% a year and SPBC 0.54%. The main difference: SHUS follows a option income strategy; SPBC uses multi strategy.

  • SHUS follows a option income strategy; SPBC uses multi strategy.
  • SPBC costs 0.25% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SHUSSPBC
Annual cost (TER)0.79%0.54%
Fund size (AUM)$24M$45M
Since20212021
Dividend yield1.27%0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+18.0%+17.8%
CAGR 3Y+10.6%+27.7%
CAGR 5YN/A+15.7%
Sharpe 3Y0.611.27
Volatility 1Y10.17%14.86%
Max drawdown-14.09%-33.81%

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

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