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VSLU vs SHUS

Applied Finance Valuation Large Cap US ETF vs Stratified LargeCap Hedged ETF

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • VSLU costs 0.30% less per year.
  • VSLU is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • VSLU is classified as equity, while SHUS is alternative — different risk/return profiles.
  • VSLU follows a index tracking strategy; SHUS uses option income.
  • Over the last 3 years, VSLU has delivered higher annualized returns.

Side-by-side comparison

VSLUSHUS
Annual cost (TER)0.49%0.79%
Fund size (AUM)$496M$24M
Since20212021
Dividend yield0.45%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+29.3%+18.8%
CAGR 3Y+22.4%+10.5%
CAGR 5Y+14.5%N/A
Sharpe 3Y1.240.60
Volatility 1Y12.58%10.16%
Max drawdown-23.86%-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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