SHUS vs VOO
Stratified LargeCap Hedged ETF vs Vanguard S&P 500 ETF
Which is better, SHUS or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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 | SHUS | VOO |
|---|---|---|
| Expense Ratio | 0.79% | 0.03%Best |
| AUM | $25M | $997.4B |
| Dividend Yield | 1.24% | 1.04% |
| Holdings | 5 | 509 |
| YTD Return | +10.05% | +14.14%Best |
| 1Y Return | +12.54% | +17.31%Best |
| 3Y Return (annualized) | +10.97% | +23.04%Best |
| 5Y Return (annualized) | +6.31% | +13.63%Best |
| Volatility (annualized) | 11.3%Best | 15.5% |
| Max Drawdown | -14.3%Best | -24.5% |
| $10,000 over 5 years | $13,579 | $18,944Best |
| Fund Family | Syntax Stratified | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 15, 2021 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 16, 2021 to Sep 22, 2026 (5.3 years).
SHUS vs VOO 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 5.3 years both funds cover.
SHUS vs VOO Performance
Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SHUS returned +12.54% while VOO returned +17.31%. Year to date, SHUS is up 10.05% versus a gain of 14.14% for VOO.
Over three years, SHUS compounded at +10.97% per year against +23.04% for VOO; over five years the annualized figures are +6.31% and +13.63% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.5% 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 -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.24% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1 holding in SHUS and 494 in VOO, totalling 100.0% and 99.5% 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 1 positions we hold weights for in SHUS and 494 in VOO, against full books of 5 and 509.
You are not choosing between two funds in isolation.
Whichever of SHUS and VOO 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, SHUS or VOO?
SHUS has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, SHUS or VOO?
Over the past year SHUS returned +12.54% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHUS or VOO?
VOO has been the more volatile fund at 15.5% annualized versus 11.3% for SHUS. Worst drawdown: SHUS -14.3% vs VOO -24.5%.
Should I hold both SHUS and VOO?
SHUS and VOO have a monthly-return correlation of 0.80, 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, SHUS or VOO?
SHUS yields 1.24% while VOO yields 1.04%, so SHUS currently pays the higher dividend yield.
Is VOO better than SHUS?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.