Screener
SPUC vs SHUS
Simplify US Equity PLUS Upside Convexity ETF vs Stratified LargeCap Hedged ETF
Key differences
Both SPUC and SHUS are alternative ETFs. SPUC charges 0.53% a year and SHUS 0.79%. The main difference: SPUC follows a volatility strategy strategy; SHUS uses option income.
- SPUC follows a volatility strategy strategy; SHUS uses option income.
- SPUC costs 0.26% less per year.
- SPUC is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPUC has delivered higher annualized returns.
Side-by-side comparison
| SPUC | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.79% |
| Fund size (AUM) | $96M | $24M |
| Since | 2020 | 2021 |
| Dividend yield | 2.60% | 1.27% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | volatility strategy | option income |
| CAGR 1Y | +26.2% | +18.0% |
| CAGR 3Y | +23.8% | +10.6% |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 0.92 | 0.61 |
| Volatility 1Y | 17.06% | 10.17% |
| Max drawdown | -29.20% | -14.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.