SHUS vs VTI
Stratified LargeCap Hedged ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | SHUS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $25M | $663.5B | |
| Dividend Yield | 1.25% | 1.07% | |
| Holdings | 4 | 3,543 | |
| YTD Return | +13.83% | +14.96% | |
| 1Y Return | +17.59% | +22.39% | |
| 3Y Return (annualized) | +10.66% | +21.51% | |
| 5Y Return (annualized) | +6.73% | +12.36% | |
| Volatility (annualized) | 11.4% | 15.4% | |
| Max Drawdown | -14.3% | -56.6% | |
| Fund Family | Syntax Stratified | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2021 | May 24, 2001 |
SHUS vs VTI Performance
Stratified LargeCap Hedged ETF (SHUS) is a ETF from Syntax Stratified and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SHUS returned +17.59% while VTI returned +22.39%. Year to date, SHUS is up 13.83% versus a gain of 14.96% for VTI.
Over three years, SHUS compounded at +10.66% per year against +21.51% for VTI; over five years the annualized figures are +6.73% and +12.36% respectively. Across the full 5-year window we track, VTI has the edge at +8.16% annualized vs +6.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI 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 -14.3% for SHUS and -56.6% for VTI. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHUS charges 0.79% per year while VTI 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 1.07% for VTI.
Holdings Overlap
SHUS and VTI share 0 holdings out of 2784 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 VTI?
SHUS has an expense ratio of 0.79% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, SHUS or VTI?
Over the past year SHUS returned +17.59% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), SHUS annualized +6.83% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, SHUS or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 11.4% for SHUS. Worst drawdown: SHUS -14.3% vs VTI -56.6%.
Should I hold both SHUS and VTI?
SHUS and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHUS and VTI?
SHUS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.
Which pays a higher dividend, SHUS or VTI?
SHUS yields 1.25% while VTI yields 1.07%, so SHUS currently pays the higher dividend yield.
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