SHUS vs VYM
Stratified LargeCap Hedged ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SHUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $25M | $79.0B | |
| Dividend Yield | 1.25% | 2.86% | |
| Holdings | 4 | 568 | |
| YTD Return | +13.15% | +16.53% | |
| 1Y Return | +18.35% | +25.03% | |
| 3Y Return (annualized) | +10.45% | +18.54% | |
| 5Y Return (annualized) | +6.56% | +12.25% | |
| Volatility (annualized) | 11.3% | 14.6% | |
| Max Drawdown | -14.3% | -58.8% | |
| Fund Family | Syntax Stratified | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 15, 2021 | Nov 10, 2006 |
SHUS vs VYM Performance
Stratified LargeCap Hedged ETF (SHUS) is a ETF from Syntax Stratified and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SHUS returned +18.35% while VYM returned +25.03%. Year to date, SHUS is up 13.15% versus a gain of 16.53% for VYM.
Over three years, SHUS compounded at +10.45% per year against +18.54% for VYM; over five years the annualized figures are +6.56% and +12.25% respectively. Across the full 5-year window we track, VYM has the edge at +7.10% annualized vs +6.71%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SHUS charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, SHUS currently yields 1.25% against 2.86% for VYM.
Holdings Overlap
SHUS and VYM share 0 holdings out of 559 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 VYM?
SHUS has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, SHUS or VYM?
Over the past year SHUS returned +18.35% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), SHUS annualized +6.71% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, SHUS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.3% for SHUS. Worst drawdown: SHUS -14.3% vs VYM -58.8%.
Should I hold both SHUS and VYM?
SHUS and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SHUS and VYM?
SHUS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, SHUS or VYM?
SHUS yields 1.25% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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