SHUS vs. VT
Compare and contrast key facts about Syntax Stratified U.S. Total Market Hedged ETF (SHUS) and Vanguard Total World Stock ETF (VT).
SHUS and VT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHUS is an actively managed fund by Syntax Advisors. It was launched on Jun 15, 2021. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHUS or VT.
Correlation
The correlation between SHUS and VT is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SHUS vs. VT - Performance Comparison
Key characteristics
SHUS:
0.59
VT:
1.36
SHUS:
0.94
VT:
1.86
SHUS:
1.11
VT:
1.25
SHUS:
0.89
VT:
2.00
SHUS:
2.41
VT:
8.05
SHUS:
2.58%
VT:
2.02%
SHUS:
10.58%
VT:
11.98%
SHUS:
-11.74%
VT:
-50.27%
SHUS:
-6.05%
VT:
-4.55%
Returns By Period
In the year-to-date period, SHUS achieves a 0.88% return, which is significantly higher than VT's -0.75% return.
SHUS
0.88%
-3.63%
2.10%
6.40%
N/A
N/A
VT
-0.75%
-3.71%
0.54%
16.08%
9.34%
9.39%
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SHUS vs. VT - Expense Ratio Comparison
SHUS has a 0.65% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
SHUS vs. VT — Risk-Adjusted Performance Rank
SHUS
VT
SHUS vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Syntax Stratified U.S. Total Market Hedged ETF (SHUS) and Vanguard Total World Stock ETF (VT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SHUS vs. VT - Dividend Comparison
SHUS's dividend yield for the trailing twelve months is around 0.25%, less than VT's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHUS Syntax Stratified U.S. Total Market Hedged ETF | 0.25% | 0.26% | 1.18% | 3.36% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.97% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
SHUS vs. VT - Drawdown Comparison
The maximum SHUS drawdown since its inception was -11.74%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SHUS and VT. For additional features, visit the drawdowns tool.
Volatility
SHUS vs. VT - Volatility Comparison
The current volatility for Syntax Stratified U.S. Total Market Hedged ETF (SHUS) is 3.75%, while Vanguard Total World Stock ETF (VT) has a volatility of 4.23%. This indicates that SHUS experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.