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SPBC vs SHUS

Simplify US Equity PLUS Bitcoin Strategy ETF vs Stratified LargeCap Hedged ETF

SPBC

Simplify US Equity PLUS Bitcoin Strategy ETF

Annual cost

0.54%

Fund size

$45M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both SPBC and SHUS are alternative ETFs. SPBC charges 0.54% a year and SHUS 0.79%. The main difference: SPBC follows a multi strategy strategy; SHUS uses option income.

  • SPBC follows a multi strategy strategy; SHUS uses option income.
  • SPBC costs 0.25% less per year.
  • Over the last three years, SPBC has delivered higher annualized returns.

Side-by-side comparison

SPBCSHUS
Annual cost (TER)0.54%0.79%
Fund size (AUM)$45M$24M
Since20212021
Dividend yield0.82%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+17.8%+18.0%
CAGR 3Y+27.7%+10.6%
CAGR 5Y+15.7%N/A
Sharpe 3Y1.270.61
Volatility 1Y14.86%10.17%
Max drawdown-33.81%-14.09%

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

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