SHUS vs UTHY
Comparison between STRATIFIED LARGECAP HEDGED ETF (SHUS, ETF) and F/M US TREASURY 30 YEAR BOND ETF (UTHY, ETF).
SHUS vs UTHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHUS
$24M
UTHY
$24M
Expense Ratio
SHUS
0.79%
Winner
UTHY
0.15%
Max Drawdown
Winner
SHUS
14.30%
UTHY
24.77%
Sharpe Ratio
Winner
SHUS
1.31
UTHY
0.03
5Y Beta
SHUS
0.60
Winner
UTHY
0.06
SHUS vs UTHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHUS
+3.32%
UTHY
+1.24%
3M
Winner
SHUS
+7.81%
UTHY
-0.29%
6M
Winner
SHUS
+8.85%
UTHY
+0.38%
1Y
Winner
SHUS
+17.71%
UTHY
+2.41%
Max(CAGR)
Winner
SHUS
+10.50%
UTHY
-2.36%
SHUS vs UTHY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SHUS | UTHY |
|---|---|---|
| 2026 | +9.15% | +0.33% |
| 2025 | +10.55% | +3.46% |
| 2024 | -2.65% | -7.48% |
| 2023 | N/A | -2.67% |
SHUS vs UTHY Drawdown Comparison
The maximum drawdown for SHUS was -14.09%, occurring on Apr 8, 2025. Recovery took 159 trading sessions.
The maximum drawdown for UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current UTHY drawdown is -11.09%.
| Rank | SHUS | UTHY |
|---|---|---|
| #1 | -14.09% Nov 29, 2024 - Jul 23, 2025 | -21.84% Apr 6, 2023 - Oct 19, 2023 |
| #2 | -6.95% Feb 27, 2026 - May 22, 2026 | -0.17% Mar 28, 2023 - Mar 30, 2023 |
| #3 | -4.43% Oct 27, 2025 - Dec 5, 2025 | N/A |
| #4 | -2.94% Oct 16, 2024 - Nov 6, 2024 | N/A |
| #5 | -2.77% Oct 3, 2025 - Oct 27, 2025 | N/A |
| #6 | -2.76% Jul 23, 2025 - Aug 13, 2025 | N/A |
| #7 | -2.02% Nov 11, 2024 - Nov 22, 2024 | N/A |
| #8 | -1.63% Jun 4, 2026 - Jun 12, 2026 | N/A |
| #9 | -1.45% Dec 11, 2025 - Jan 6, 2026 | N/A |
| #10 | -1.45% Jan 15, 2026 - Jan 22, 2026 | N/A |
| #11 | -1.16% Sep 11, 2025 - Sep 30, 2025 | N/A |
| #12 | -1.04% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #13 | -1.02% Sep 30, 2024 - Oct 11, 2024 | N/A |
| #14 | -0.99% Feb 11, 2026 - Feb 20, 2026 | N/A |
| #15 | -0.90% Aug 22, 2025 - Sep 11, 2025 | N/A |
Correlation
Correlation between SHUS and UTHY is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
0.13
-101
Dividend Comparison (2023 - 2026)
SHUS vs UTHY dividend yield comparison.
| Year | SHUS | UTHY |
|---|---|---|
| 2026 | 0.00% | 1.95% |
| 2025 | 1.37% | 4.53% |
| 2024 | 0.26% | 4.58% |
| 2023 | 0.00% | 2.81% |
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