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SHUS vs SSPY

Stratified LargeCap Hedged ETF vs Stratified LargeCap Index ETF

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

Key differences

  • SSPY costs 0.34% less per year.
  • SSPY is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • SHUS is classified as alternative, while SSPY is equity — different risk/return profiles.
  • SHUS follows a option income strategy; SSPY uses index tracking.
  • Over the last 3 years, SSPY has delivered higher annualized returns.

Side-by-side comparison

SHUSSSPY
Annual cost (TER)0.79%0.45%
Fund size (AUM)$24M$122M
Since20212019
Dividend yield1.29%1.29%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+17.7%+21.2%
CAGR 3Y+10.5%+15.1%
CAGR 5YN/A+9.1%
Sharpe 3Y0.610.85
Volatility 1Y10.18%10.79%
Max drawdown-14.09%-36.67%

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

Similar to SHUS and SSPY