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VV vs SHUS

Vanguard Large Cap Index Fund vs Stratified LargeCap Hedged ETF

VV

Vanguard Large Cap Index Fund

Vanguard

Annual cost

0.03%

Fund size

$71.0B

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • VV costs 0.76% less per year.
  • VV is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • VV is classified as equity, while SHUS is alternative — different risk/return profiles.
  • VV follows a index tracking strategy; SHUS uses option income.
  • Over the last 3 years, VV has delivered higher annualized returns.
  • VV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VVSHUS
Annual cost (TER)0.03%0.79%
Fund size (AUM)$71.0B$24M
Since20042021
Dividend yield1.03%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+30.6%+18.8%
CAGR 3Y+23.4%+10.5%
CAGR 5Y+14.1%N/A
Sharpe 3Y1.230.60
Volatility 1Y12.14%10.16%
Max drawdown-34.28%-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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