Screener
SHUS vs SPUC
Stratified LargeCap Hedged ETF vs Simplify US Equity PLUS Upside Convexity ETF
Key differences
Both SHUS and SPUC are alternative ETFs. SHUS charges 0.79% a year and SPUC 0.53%. The main difference: SHUS follows a option income strategy; SPUC uses volatility strategy.
- SHUS follows a option income strategy; SPUC uses volatility strategy.
- SPUC costs 0.26% less per year.
- SPUC is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPUC has delivered higher annualized returns.
Side-by-side comparison
| SHUS | SPUC | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.53% |
| Fund size (AUM) | $24M | $96M |
| Since | 2021 | 2020 |
| Dividend yield | 1.27% | 2.60% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | volatility strategy |
| CAGR 1Y | +18.0% | +26.2% |
| CAGR 3Y | +10.6% | +23.8% |
| CAGR 5Y | N/A | +13.4% |
| Sharpe 3Y | 0.61 | 0.92 |
| Volatility 1Y | 10.17% | 17.06% |
| Max drawdown | -14.09% | -29.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.