QLTY vs SHUS
GMO US Quality ETF vs Stratified LargeCap Hedged ETF
Which is better, QLTY or SHUS?
QLTY has been ahead.
QLTY has a lower expense ratio. QLTY 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 | QLTY | SHUS |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.79% |
| AUM | $5.4B | $25M |
| Dividend Yield | 0.66% | 1.27% |
| Holdings | 90 | 7 |
| YTD Return | +14.13%Best | +10.12% |
| 1Y Return | +20.95%Best | +12.37% |
| 3Y Return (annualized) | +21.84%Best | +11.36% |
| 5Y Return (annualized) | - | +6.03% |
| Volatility (annualized) | 11.9% | 10.9%Best |
| Max Drawdown | -17.0% | -14.3%Best |
| $10,000 over 2.9 years | $17,733Best | $13,690 |
| Fund Family | GMO | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 13, 2023 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 15, 2023 to Oct 14, 2026 (2.9 years).
QLTY 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 2.9 years both funds cover.
QLTY vs SHUS Performance
GMO US Quality ETF (QLTY) is an ETF from GMO and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year QLTY returned +20.95% while SHUS returned +12.37%. Year to date, QLTY is up 14.13% versus a gain of 10.12% for SHUS.
Over three years, QLTY compounded at +21.84% per year against +11.36% for SHUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QLTY has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 10.9% 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 -17.0% for QLTY 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QLTY charges 0.50% per year while SHUS charges 0.79%. On a $10,000 position that is $50 vs $79 annually, a gap of $29 per year that compounds over a long holding period. On income, QLTY currently yields 0.66% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 45 holdings in QLTY and 1 in SHUS, totalling 99.7% 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 45 positions we hold weights for in QLTY and 1 in SHUS, against full books of 90 and 7.
You are not choosing between two funds in isolation.
Whichever of QLTY 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, QLTY or SHUS?
QLTY has an expense ratio of 0.50% while SHUS charges 0.79%. QLTY is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, QLTY or SHUS?
Over the past year QLTY returned +20.95% vs +12.37% for SHUS, so QLTY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QLTY or SHUS?
QLTY has been the more volatile fund at 11.9% annualized versus 10.9% for SHUS. Worst drawdown: QLTY -17.0% vs SHUS -14.3%.
Should I hold both QLTY and SHUS?
QLTY and SHUS have a monthly-return correlation of 0.66, 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, QLTY or SHUS?
QLTY yields 0.66% while SHUS yields 1.27%, so SHUS currently pays the higher dividend yield.
Is SHUS better than QLTY?
QLTY has a lower expense ratio. QLTY 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.