SCHX vs SHUS
Schwab US Large-Cap ETF vs Stratified LargeCap Hedged ETF
Which is better, SCHX or SHUS?
Each has led over a different period.
SCHX has a lower expense ratio. SCHX led over 3Y, 5Y 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 | SCHX | SHUS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $71.4B | $23M |
| Dividend Yield | 1.03% | 1.21% |
| Holdings | 1,511 | 9 |
| YTD Return | +11.81% | +15.18%Best |
| 1Y Return | +12.02% | +17.26%Best |
| 3Y Return (annualized) | +21.48%Best | +13.83% |
| 5Y Return (annualized) | +11.31%Best | +6.37% |
| Volatility (annualized) | 15.4% | 11.4%Best |
| Max Drawdown | -25.4% | -14.3%Best |
| $10,000 over 5 years | $17,087Best | $13,617 |
| Fund Family | Charles Schwab Asset Management | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 3, 2009 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 16, 2021 to Nov 11, 2026 (5.4 years).
SCHX 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 5.4 years both funds cover.
SCHX vs SHUS Performance
Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year SCHX returned +12.02% while SHUS returned +17.26%. Year to date, SCHX is up 11.81% versus a gain of 15.18% for SHUS.
Over three years, SCHX compounded at +21.48% per year against +13.83% for SHUS; over five years the annualized figures are +11.31% and +6.37% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHX has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 11.4% 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 -25.4% for SCHX 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCHX charges 0.03% per year while SHUS charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, SCHX currently yields 1.03% against 1.21% for SHUS.
Holdings Overlap
We hold position weights for 750 holdings in SCHX and 1 in SHUS, totalling 99.9% 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 750 positions we hold weights for in SCHX and 1 in SHUS, against full books of 1,511 and 9.
You are not choosing between two funds in isolation.
Whichever of SCHX 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, SCHX or SHUS?
SCHX has an expense ratio of 0.03% while SHUS charges 0.79%. SCHX is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, SCHX or SHUS?
Over the past year SCHX returned +12.02% vs +17.26% for SHUS, so SHUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHX or SHUS?
SCHX has been the more volatile fund at 15.4% annualized versus 11.4% for SHUS. Worst drawdown: SCHX -25.4% vs SHUS -14.3%.
Should I hold both SCHX and SHUS?
SCHX and SHUS have a monthly-return correlation of 0.78, 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, SCHX or SHUS?
SCHX yields 1.03% while SHUS yields 1.21%, so SHUS currently pays the higher dividend yield.
Is SHUS better than SCHX?
SCHX has a lower expense ratio. SCHX led over 3Y, 5Y 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.