EQTY vs SHUS
Kovitz Core Equity ETF vs Stratified LargeCap Hedged ETF
Which is better, EQTY or SHUS?
Each has led over a different period.
SHUS has a lower expense ratio. EQTY led over 3Y and the full window, SHUS over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EQTY | SHUS |
|---|---|---|
| Expense Ratio | 0.99% | 0.79%Best |
| AUM | $1.4B | $23M |
| Dividend Yield | 0.02% | 1.21% |
| Holdings | 77 | 9 |
| YTD Return | +12.60% | +15.18%Best |
| 1Y Return | +16.37% | +17.26%Best |
| 3Y Return (annualized) | +19.06%Best | +13.83% |
| 5Y Return (annualized) | - | +6.37% |
| Volatility (annualized) | 12.8% | 11.5%Best |
| Max Drawdown | -17.3% | -14.3%Best |
| $10,000 over 3.9 years | $18,669Best | $13,865 |
| Fund Family | Kovitz Investment Group | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 28, 2011 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Dec 12, 2022 to Nov 11, 2026 (3.9 years).
EQTY vs SHUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
EQTY vs SHUS Performance
Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year EQTY returned +16.37% while SHUS returned +17.26%. Year to date, EQTY is up 12.60% versus a gain of 15.18% for SHUS.
Over three years, EQTY compounded at +19.06% per year against +13.83% for SHUS. Across the full 4-year window we track, EQTY has the edge at +17.36% annualized vs +8.74%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQTY has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 11.5% for SHUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.3% for EQTY and -14.3% for SHUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQTY charges 0.99% per year while SHUS charges 0.79%. On a $10,000 position that is $99 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, EQTY currently yields 0.02% against 1.21% for SHUS.
Holdings Overlap
We hold position weights for 37 holdings in EQTY and 1 in SHUS, totalling 96.5% and 99.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 37 positions we hold weights for in EQTY and 1 in SHUS, against full books of 77 and 9.
You are not choosing between two funds in isolation.
Whichever of EQTY and SHUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQTY or SHUS?
EQTY has an expense ratio of 0.99% while SHUS charges 0.79%. SHUS is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, EQTY or SHUS?
Over the past year EQTY returned +16.37% vs +17.26% for SHUS, so SHUS leads on 1-year performance. Over the longest common window we track (4 years), EQTY annualized +17.36% vs +8.74% for SHUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EQTY or SHUS?
EQTY has been the more volatile fund at 12.8% annualized versus 11.5% for SHUS. Worst drawdown: EQTY -17.3% vs SHUS -14.3%.
Should I hold both EQTY and SHUS?
EQTY and SHUS have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EQTY or SHUS?
EQTY yields 0.02% while SHUS yields 1.21%, so SHUS currently pays the higher dividend yield.
Is SHUS better than EQTY?
SHUS has a lower expense ratio. EQTY led over 3Y and the full window, SHUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.