SHUS vs VYM
Stratified LargeCap Hedged ETF vs Vanguard High Dividend Yield ETF
Which is better, SHUS or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.79% | 0.04%Best |
| AUM | $25M | $81.6B |
| Dividend Yield | 1.24% | 2.22% |
| Holdings | 5 | 613 |
| YTD Return | +9.26% | +10.23%Best |
| 1Y Return | +11.48% | +14.28%Best |
| 3Y Return (annualized) | +10.69% | +17.50%Best |
| 5Y Return (annualized) | +5.98% | +11.60%Best |
| Volatility (annualized) | 11.3%Best | 13.6% |
| Max Drawdown | -14.3%Best | -15.8% |
| $10,000 over 5 years | $13,370 | $17,311Best |
| Fund Family | Syntax Stratified | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 15, 2021 | Nov 10, 2006 |
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 23, 2026 (5.3 years).
SHUS vs VYM 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 VYM Performance
Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SHUS returned +11.48% while VYM returned +14.28%. Year to date, SHUS is up 9.26% versus a gain of 10.23% for VYM.
Over three years, SHUS compounded at +10.69% per year against +17.50% for VYM; over five years the annualized figures are +5.98% and +11.60% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.24% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in SHUS and 557 in VYM, totalling 100.0% and 99.2% 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 557 in VYM, against full books of 5 and 613.
You are not choosing between two funds in isolation.
Whichever of SHUS and VYM 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 VYM?
SHUS has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.
Which performed better, SHUS or VYM?
Over the past year SHUS returned +11.48% vs +14.28% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SHUS or VYM?
VYM has been the more volatile fund at 13.6% annualized versus 11.3% for SHUS. Worst drawdown: SHUS -14.3% vs VYM -15.8%.
Should I hold both SHUS and VYM?
SHUS and VYM have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, SHUS or VYM?
SHUS yields 1.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SHUS?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.