Screener
SPD vs SHUS
Simplify US Equity PLUS Downside Convexity ETF vs Stratified LargeCap Hedged ETF
Key differences
Both SPD and SHUS are alternative ETFs. SPD charges 0.53% a year and SHUS 0.79%. The main difference: SPD follows a volatility strategy strategy; SHUS uses option income.
- SPD follows a volatility strategy strategy; SHUS uses option income.
- SPD costs 0.26% less per year.
- SPD is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPD has delivered higher annualized returns.
Side-by-side comparison
| SPD | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.79% |
| Fund size (AUM) | $108M | $24M |
| Since | 2020 | 2021 |
| Dividend yield | 0.95% | 1.27% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | volatility strategy | option income |
| CAGR 1Y | +12.8% | +18.0% |
| CAGR 3Y | +17.5% | +10.6% |
| CAGR 5Y | +8.1% | N/A |
| Sharpe 3Y | 0.82 | 0.61 |
| Volatility 1Y | 13.45% | 10.17% |
| Max drawdown | -27.38% | -14.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.