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SPYC vs SHUS

Simplify US Equity PLUS Convexity ETF vs Stratified LargeCap Hedged ETF

SPYC

Simplify US Equity PLUS Convexity ETF

Annual cost

0.53%

Fund size

$112M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both SPYC and SHUS are alternative ETFs. SPYC charges 0.53% a year and SHUS 0.79%. The main difference: SPYC follows a volatility strategy strategy; SHUS uses option income.

  • SPYC follows a volatility strategy strategy; SHUS uses option income.
  • SPYC costs 0.26% less per year.
  • SPYC is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPYC has delivered higher annualized returns.

Side-by-side comparison

SPYCSHUS
Annual cost (TER)0.53%0.79%
Fund size (AUM)$112M$24M
Since20202021
Dividend yield0.87%1.27%
Asset classalternativealternative
Regionnorth americanorth america
Strategyvolatility strategyoption income
CAGR 1Y+14.9%+18.0%
CAGR 3Y+18.9%+10.6%
CAGR 5Y+9.8%N/A
Sharpe 3Y0.770.61
Volatility 1Y15.75%10.17%
Max drawdown-28.51%-14.09%

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

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