Compare · 2 funds side by side · dividends reinvested

SHUS and VTV

SHUSStratified×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

SHUS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.18%+16.3%+18.9%+14.6%+7.2%−6.9%10.2%$24M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SHUS 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Hedged ETF · $24M$13,646

SHUS

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHUSMeasureVTV

+16.3%Year to dateJan 1 → Nov 5+22.8%

+18.9%1 yearTotal return+27.5%

+14.6%3 years · per year$10,000 became $15,056 · $18,551+22.9%

+7.2%5 years · per year$10,000 became $14,125 · $18,352+12.9%

0.95%Expense ratio$95 · $3 a year on $10k · lower is better0.03%

1.18%Trailing 12-mo yield$118 · $180 a year on $10k1.80%

−6.9%Worst dropSmaller is better−6.4%

10.2%VolatilityLower is calmer10.2%

SHUSVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7VTV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHUS vs VTV: Top 5 Holdings

Today

SHUS

99.8%in top 5

VTV

in top 515.8%

SHUSStockVTV

99.8%SSPYnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SHUS vs VTV Returns, Every Period

StratifiedSHUS

+7.2%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

SHUSVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SHUS vs VTV

YTD

StratifiedSHUS

+16.3%

VTVVanguard

+22.8%

+16.3%Year to date+22.8%

−6.9%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y10.2%

1.2%Yield1.8%

$23.6MAssets$184B

3–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHUS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SHUS0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHUS, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SHUS1.18%$118

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SHUS$118 − $95 = $23

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHUS, VTV

Today

0.0%most shared, SHUS and VTV

SHUSVTV

SHUS—0.0%

VTV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

SHUSWorst drop−6.9%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSHUS

+22.8%Year to date+16.3%

1.8%Yield1.2%

+27.5%Past year+18.9%

0.03%Fee0.95%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026