SHUS vs VOO
Stratified LargeCap Hedged ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SHUS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $25M | $979.0B | |
| Dividend Yield | 1.25% | 1.09% | |
| Holdings | 4 | 509 | |
| YTD Return | +13.07% | +13.44% | |
| 1Y Return | +19.93% | +22.62% | |
| 3Y Return (annualized) | +10.43% | +21.47% | |
| 5Y Return (annualized) | +6.53% | +13.27% | |
| Volatility (annualized) | 11.3% | 14.1% | |
| Max Drawdown | -14.3% | -34.3% | |
| Fund Family | Syntax Stratified | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2021 | Sep 7, 2010 |
SHUS vs VOO Performance
Stratified LargeCap Hedged ETF (SHUS) is a ETF from Syntax Stratified and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SHUS returned +19.93% while VOO returned +22.62%. Year to date, SHUS is up 13.07% versus a gain of 13.44% for VOO.
Over three years, SHUS compounded at +10.43% per year against +21.47% for VOO; over five years the annualized figures are +6.53% and +13.27% respectively. Across the full 5-year window we track, VOO has the edge at +13.55% annualized vs +6.70%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.3% 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 -14.3% for SHUS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHUS charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, SHUS currently yields 1.25% against 1.09% for VOO.
Holdings Overlap
SHUS and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHUS or VOO?
SHUS has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, SHUS or VOO?
Over the past year SHUS returned +19.93% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), SHUS annualized +6.70% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SHUS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.3% for SHUS. Worst drawdown: SHUS -14.3% vs VOO -34.3%.
Should I hold both SHUS and VOO?
SHUS and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHUS and VOO?
SHUS and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, SHUS or VOO?
SHUS yields 1.25% while VOO yields 1.09%, so SHUS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.