SHUS vs. FDCE ETF Comparison

Comparison of Syntax Stratified U.S. Total Market Hedged ETF (SHUS) to Foundations Dynamic Core ETF (FDCE)
SHUS

Syntax Stratified U.S. Total Market Hedged ETF

SHUS Description

The investment seeks to obtain capital growth that meets or exceeds the performance of the S&P Composite 1500® Index over a full market cycle by investing in ETFs or underlying securities that provide Stratified WeightTM U.S. total equity market exposure to companies in the 1500 while seeking risk-managed growth via a defined risk hedging process. The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax?s Stratified Weight? is designed to correct for business risk concentrations that regularly occur in cap-weighted indices and equal-weighted indices.

Grade (RS Rating)

Last Trade

$43.25

Average Daily Volume

2,873

Number of Holdings *

3

* may have additional holdings in another (foreign) market
FDCE

Foundations Dynamic Core ETF

FDCE Description The fund is an actively managed exchanged traded fund ("ETF") that, under normal market conditions, primarily invests, directly or indirectly, in equity securities and other instruments with exposure to the U.S. equity market, including derivatives.

Grade (RS Rating)

Last Trade

$12.55

Average Daily Volume

4,252

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period SHUS FDCE
30 Days 2.38% 3.38%
60 Days 6.95% 7.82%
90 Days 8.44% 4.78%
12 Months 15.85% 26.59%
0 Overlapping Holdings
Symbol Grade Weight in SHUS Weight in FDCE Overlap
SHUS Overweight 3 Positions Relative to FDCE
Symbol Grade Weight
SSPY C 82.05%
SMDY B 9.66%
SSLY B 4.98%
SHUS Underweight 5 Positions Relative to FDCE
Symbol Grade Weight
VTI A -24.42%
IJR B -22.3%
IVV A -16.36%
VV A -8.19%
IJH A -7.54%
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