Compare · 2 funds side by side · dividends reinvested

SHUS and VUG

SHUSStratified×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

SHUS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Hedged ETFUS Stock Styles · Large cap0.95%1.18%+16.3%+18.9%+14.6%+7.2%−6.9%10.2%$24M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SHUS 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Hedged ETF · $24M$14,125

SHUS

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

SHUSMeasureVUG

+16.3%Year to dateJan 1 → Nov 4+6.3%

+18.9%1 yearTotal return+3.4%

+14.6%3 years · per year$10,000 became $15,056 · $19,712+25.4%

+7.2%5 years · per year$10,000 became $14,125 · $17,153+11.4%

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

1.18%Trailing 12-mo yield$118 · $40 a year on $10k0.40%

−6.9%Worst dropSmaller is better−16.1%

10.2%VolatilityLower is calmer18.2%

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

5–3SHUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHUS vs VUG: Top 5 Holdings

Today

SHUS

99.8%in top 5

VUG

in top 545.2%

SHUSStockVUG

99.8%SSPYnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SHUS vs VUG Returns, Every Period

StratifiedSHUS

+7.2%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SHUSVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SHUS vs VUG

YTD

StratifiedSHUS

+16.3%

VUGVanguard

+6.3%

+16.3%Year to date+6.3%

−6.9%Worst drop · 1Y−16.1%

10.2%Volatility · 1Y18.2%

1.2%Yield0.4%

$23.6MAssets$233B

4–0SHUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SHUS0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHUS, VUG

1.18%highest, SHUS

FundTrailing yieldYield$10k

SHUS1.18%$118

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SHUS$118 − $95 = $23

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHUS, VUG

Today

0.0%most shared, SHUS and VUG

SHUSVUG

SHUS—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%SHUS, at 10.2% volatility

SHUSWorst drop−6.9%10.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SHUSVUG

+16.3%Year to date+6.3%

1.2%Yield0.4%

+18.9%Past year+3.4%

0.95%Fee0.03%

3–1SHUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 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 4, 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 4, 2026