CGUS vs SHUS
Capital Group Core Equity ETF vs Stratified LargeCap Hedged ETF
Which is better, CGUS or SHUS?
CGUS has been ahead.
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y 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 | CGUS | SHUS |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.79% |
| AUM | $12.3B | $25M |
| Dividend Yield | 0.83% | 1.27% |
| Holdings | 75 | 7 |
| YTD Return | +11.95%Best | +10.12% |
| 1Y Return | +15.39%Best | +12.37% |
| 3Y Return (annualized) | +21.76%Best | +11.36% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 14.7% | 11.7%Best |
| Max Drawdown | -21.9% | -14.3%Best |
| $10,000 over 4.6 years | $19,073Best | $13,499 |
| Fund Family | Capital Group (US) | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
CGUS 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 4.6 years both funds cover.
CGUS vs SHUS Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year CGUS returned +15.39% while SHUS returned +12.37%. Year to date, CGUS is up 11.95% versus a gain of 10.12% for SHUS.
Over three years, CGUS compounded at +21.76% per year against +11.36% for SHUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 11.7% 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 -21.9% for CGUS 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGUS charges 0.33% per year while SHUS charges 0.79%. On a $10,000 position that is $33 vs $79 annually, a gap of $46 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 68 holdings in CGUS and 1 in SHUS, totalling 100.0% 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 68 positions we hold weights for in CGUS and 1 in SHUS, against full books of 75 and 7.
You are not choosing between two funds in isolation.
Whichever of CGUS 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, CGUS or SHUS?
CGUS has an expense ratio of 0.33% while SHUS charges 0.79%. CGUS is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, CGUS or SHUS?
Over the past year CGUS returned +15.39% vs +12.37% for SHUS, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or SHUS?
CGUS has been the more volatile fund at 14.7% annualized versus 11.7% for SHUS. Worst drawdown: CGUS -21.9% vs SHUS -14.3%.
Should I hold both CGUS and SHUS?
CGUS and SHUS have a monthly-return correlation of 0.80, 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, CGUS or SHUS?
CGUS yields 0.83% while SHUS yields 1.27%, so SHUS currently pays the higher dividend yield.
Is SHUS better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.