HALXvsSHUSETF Comparison
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Tuttle Capital Heavy Assets Low Obsolescence ETF (HALX) belongs to the US Large Cap segment. Stratified LargeCap Hedged ETF (SHUS) is part of the Options Strategies segment. HALX's top 3 sector exposures are Energy, Utilities and Industrials. In contrast, SHUS's top sector exposures are Technology, Consumer Non-Cyclicals and Finance. HALX is less expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.95% for SHUS. Run a side-by-side ETF comparison of HALX and SHUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HALX vs SHUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HALX SHUS | +2.33%+2.65% | +3.11%+5.29% | n/a+13.93% | n/a+16.21% | n/a+37.71% | n/a+34.24% |
| Flows | HALX SHUS | -- | +$1M- | --$980K | --$3M | --$19M | --$25M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HALX SHUS | +9.59%+9.54% | n/a+9.90% | n/a+11.18% | n/a+11.18% |
| Max drawdown | HALX SHUS | -2.78%-1.86% | n/a-6.94% | n/a-14.23% | n/a-14.23% |
| Max drawdown duration | HALX SHUS | 39d20d | n/a81d | n/a233d | n/a233d |
Trading data
HALX | SHUS | |
Last sale 8/31/2026 at 1:30 PM | $25.96 | $52.00 |
| Previous close 08/28/2026 | $25.93 | $52.25 |
| Consolidated volume 08/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 1, 2026
1-year trailing difference
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SHUS
is actively managed and doesn’t replicate an indexHALX | SHUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/31/2026 at 1:30 PM
Live
Closed
HALX | SHUS | |
|---|---|---|
| Last price | $25.96 | $52.00 |
| 1D performance | +0.12% | -0.48% |
| AuM | $2.59 M | $25.39 M |
| E/R | 0.75% | 0.95% |
Characteristics
HALX | SHUS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Tuttle Capital Management | Exchange Traded Concepts |
| Benchmark | Tuttle Capital Heavy Asset Low Obsolescence Index | - |
| N° of holdings | 40 | 495 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 19, 2026 | June 16, 2021 |
| ESG | No | No |
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Exposure
Countries
HALX
USA
97.12%
Other
2.88%
SHUS
USA
94.68%
Other
5.32%
Sectors
HALX
Energy
20.73%
Utilities
20.19%
Industrials
17.25%
Consumer Non-Cycl.
14.02%
Non-Energy Materi.
9.74%
Finance
7.2%
Other
10.86%
SHUS
Technology
16.8%
Consumer Non-Cycl.
14.42%
Finance
14.27%
Healthcare
12.45%
Industrials
9.16%
Other
32.9%
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Diversification
HALX
Total weight of top 15 holdings out of 15
40.18%
SHUS
Total weight of top 15 holdings out of 15
11.74%
Top 15 holdings
Data as of July 31, 2026
HALX
Chipotle Mexican Grill, Inc.
2.97%
Union Pacific Corp.
2.74%
Target Corp.
2.73%
Cheniere Energy, Inc.
2.72%
EOG Resources, Inc.
2.71%
American Water Works Co., Inc.
2.70%
Norfolk Southern Corp.
2.68%
Air Products & Chemicals, Inc.
2.66%
Burlington Stores, Inc.
2.65%
CSX Corp.
2.65%
Diamondback Energy, Inc.
2.64%
ConocoPhillips
2.61%
Dominion Energy, Inc.
2.59%
Atmos Energy Corp.
2.58%
Occidental Petroleum Corp.
2.57%
SHUS
Microsoft Corp.
1.22%
Capital One Financial Corp.
1.16%
Synchrony Financial
1.06%
International Business Machines Corp.
0.85%
Sysco Corp.
0.83%
Ross Stores, Inc.
0.80%
Costco Wholesale Corp.
0.74%
The TJX Cos., Inc.
0.71%
Walmart, Inc.
0.70%
The Kroger Co.
0.68%
Meta Platforms, Inc.
0.67%
Chipotle Mexican Grill, Inc.
0.59%
Universal Health Services, Inc.
0.59%
Take-Two Interactive Software, Inc.
0.59%
Loews Corp.
0.55%
Frequently asked questions about HALX and SHUS
Which ETF is bigger: HALX or SHUS?
As of August 28, 2026, HALX holds $2.59 M in assets under management (AUM), while SHUS manages $25.39 M.
What sectors do the HALX and SHUS ETFs invest in?
HALX leans toward sectors like Energy, Utilities and Industrials. Meanwhile, SHUS focuses on Technology, Consumer Non-Cyclicals and Finance.
What are the top holdings of the HALX ETF and SHUS ETF?
HALX top holdings include Chipotle Mexican Grill, Inc., Union Pacific Corp. and Target Corp.. SHUS holds in its top three: Microsoft Corp., Capital One Financial Corp. and Synchrony Financial.
Which ETF is more diversified: HALX or SHUS?
HALX holds 40 securities with 40.18% of its assets in the top 15. SHUS has 503 securities and a top 15 weight of 11.74%.
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