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SHUS vs STOX

Stratified LargeCap Hedged ETF vs Horizon Core Equity ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

Key differences

Both SHUS and STOX are alternative ETFs. SHUS charges 0.79% a year and STOX 0.70%. The main difference: STOX costs 0.09% less per year.

  • STOX costs 0.09% less per year.
  • STOX is much larger than SHUS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SHUSSTOX
Annual cost (TER)0.79%0.70%
Fund size (AUM)$24M$150M
Since20212025
Dividend yield1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+18.0%N/A
CAGR 3Y+10.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.61N/A
Volatility 1Y10.17%
Max drawdown-14.09%-9.33%

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

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