Skip to content
Beacon
Screener

SHUS vs SPDF

Stratified LargeCap Hedged ETF vs Defender Risk Adaptive 500 ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

Key differences

  • SPDF costs 0.10% less per year.
  • SHUS is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • SHUS is classified as alternative, while SPDF is equity — different risk/return profiles.
  • SHUS follows a option income strategy; SPDF uses active selection.
  • SHUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SHUSSPDF
Annual cost (TER)0.79%0.69%
Fund size (AUM)$24M$5M
Since20212026
Dividend yield1.29%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+17.7%N/A
CAGR 3Y+10.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.18%
Max drawdown-14.09%-1.90%

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

Similar to SHUS and SPDF