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SHUS vs SPYC

Stratified LargeCap Hedged ETF vs Simplify US Equity PLUS Convexity ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

SPYC

Simplify US Equity PLUS Convexity ETF

Annual cost

0.53%

Fund size

$112M

Key differences

Both SHUS and SPYC are alternative ETFs. SHUS charges 0.79% a year and SPYC 0.53%. The main difference: SHUS follows a option income strategy; SPYC uses volatility strategy.

  • SHUS follows a option income strategy; SPYC uses volatility strategy.
  • SPYC costs 0.26% less per year.
  • SPYC is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPYC has delivered higher annualized returns.

Side-by-side comparison

SHUSSPYC
Annual cost (TER)0.79%0.53%
Fund size (AUM)$24M$112M
Since20212020
Dividend yield1.27%0.87%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomevolatility strategy
CAGR 1Y+18.0%+14.9%
CAGR 3Y+10.6%+18.9%
CAGR 5YN/A+9.8%
Sharpe 3Y0.610.77
Volatility 1Y10.17%15.75%
Max drawdown-14.09%-28.51%

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

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