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SPDF vs SHUS

Defender Risk Adaptive 500 ETF vs Stratified LargeCap Hedged ETF

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • SPDF costs 0.10% less per year.
  • SHUS is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • SPDF is classified as equity, while SHUS is alternative — different risk/return profiles.
  • SPDF follows a active selection strategy; SHUS uses option income.
  • SHUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFSHUS
Annual cost (TER)0.69%0.79%
Fund size (AUM)$5M$24M
Since20262021
Dividend yield1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A+17.7%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.61
Volatility 1Y10.18%
Max drawdown-1.90%-14.09%

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

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