BAFE vs SHUS
Brown Advisory Flexible Equity ETF vs Stratified LargeCap Hedged ETF
Which is better, BAFE or SHUS?
BAFE has been ahead.
BAFE has a lower expense ratio. BAFE led over 1Y and the full window.
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 | BAFE | SHUS |
|---|---|---|
| Expense Ratio | 0.54%Best | 0.79% |
| AUM | $1.8B | $25M |
| Dividend Yield | 0.27% | 1.27% |
| Holdings | 90 | 7 |
| YTD Return | +9.97% | +10.12%Best |
| 1Y Return | +12.65%Best | +12.37% |
| 3Y Return (annualized) | - | +11.36% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 13.2% | 10.8%Best |
| Max Drawdown | -18.4% | -14.3%Best |
| $10,000 over 1.9 years | $12,035Best | $11,791 |
| Fund Family | Brown Advisory | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 18, 2024 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 18, 2024 to Oct 14, 2026 (1.9 years).
BAFE vs SHUS 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 1.9 years both funds cover.
BAFE vs SHUS Performance
Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year BAFE returned +12.65% while SHUS returned +12.37%. Year to date, BAFE is up 9.97% versus a gain of 10.12% for SHUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BAFE has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 10.8% 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 -18.4% for BAFE and -14.3% for SHUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAFE charges 0.54% per year while SHUS charges 0.79%. On a $10,000 position that is $54 vs $79 annually, a gap of $25 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 42 holdings in BAFE and 1 in SHUS, totalling 98.4% and 99.7% 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 42 positions we hold weights for in BAFE and 1 in SHUS, against full books of 90 and 7.
You are not choosing between two funds in isolation.
Whichever of BAFE and SHUS 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, BAFE or SHUS?
BAFE has an expense ratio of 0.54% while SHUS charges 0.79%. BAFE is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, BAFE or SHUS?
Over the past year BAFE returned +12.65% vs +12.37% for SHUS, so BAFE leads on 1-year performance. Over the longest common window we track (2 years), BAFE annualized +10.24% vs +9.06% for SHUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAFE or SHUS?
BAFE has been the more volatile fund at 13.2% annualized versus 10.8% for SHUS. Worst drawdown: BAFE -18.4% vs SHUS -14.3%.
Should I hold both BAFE and SHUS?
BAFE and SHUS have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BAFE or SHUS?
BAFE yields 0.27% while SHUS yields 1.27%, so SHUS currently pays the higher dividend yield.
Is SHUS better than BAFE?
BAFE has a lower expense ratio. BAFE led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.