or Try an Advanced Search...
      or Try an Advanced Search...

      SHUS vs. NBCR ETF Comparison

      Comparison of Syntax Stratified U.S. Total Market Hedged ETF (SHUS) to Neuberger Berman Core Equity ETF (NBCR)
      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

      $44.29

      Average Daily Volume

      2,444

      Number of Holdings *

      500

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

      Neuberger Berman Core Equity ETF

      NBCR Description To pursue its goal, the fund invests mainly in equity securities of large-capitalization companies, which it defines as companies that have a market capitalization within the market capitalization range of companies in the Russell 1000® Index at the time of initial purchase. The portfolio managers seek to invest in a broadly diversified group of securities that have the potential to outperform the Russell 1000 Index with a lower level of risk through security selection.

      Grade (RS Rating)

      Last Trade

      $27.43

      Average Daily Volume

      16,373

      Number of Holdings *

      192

      * may have additional holdings in another (foreign) market
      Performance
      Period SHUS NBCR
      30 Days 2.26% 2.81%
      60 Days 3.81% 4.11%
      90 Days 5.24% 5.52%
      12 Months 15.89%
      157 Overlapping Holdings
      Symbol Grade Weight in SHUS Weight in NBCR Overlap
      AAPL C 0.49% 6.48% 0.49%
      ABBV D 0.24% 0.86% 0.24%
      ACN C 0.13% 0.47% 0.13%
      ADI D 0.22% 0.5% 0.22%
      ADSK A 0.16% 0.17% 0.16%
      AEP D 0.24% 0.19% 0.19%
      AIG B 0.19% 0.76% 0.19%
      AIZ A 0.2% 0.25% 0.2%
      ALL A 0.19% 0.45% 0.19%
      AMAT F 0.17% 0.52% 0.17%
      AMD F 0.14% 0.57% 0.14%
      AMGN D 0.23% 0.31% 0.23%
      AMZN C 0.21% 3.83% 0.21%
      AON A 0.04% 1.41% 0.04%
      APD A 0.05% 0.14% 0.05%
      APH A 0.18% 0.45% 0.18%
      APTV D 0.39% 0.14% 0.14%
      AVY D 0.06% 0.29% 0.06%
      BA F 0.16% 0.19% 0.16%
      BAC A 0.12% 0.76% 0.12%
      BK A 0.11% 0.12% 0.11%
      BKNG A 0.13% 0.49% 0.13%
      BLDR D 0.19% 0.12% 0.12%
      BLK C 0.09% 0.35% 0.09%
      BMY B 0.25% 0.28% 0.25%
      BSX B 0.06% 0.87% 0.06%
      C A 0.13% 0.39% 0.13%
      CARR D 0.08% 0.36% 0.08%
      CAT B 0.14% 0.51% 0.14%
      CCL B 0.09% 0.62% 0.09%
      CDW F 0.12% 0.13% 0.12%
      CEG D 0.38% 0.17% 0.17%
      CFG B 0.05% 0.14% 0.05%
      CL D 0.4% 0.36% 0.36%
      CNC D 0.25% 0.18% 0.18%
      CNP B 0.25% 0.09% 0.09%
      COP C 0.07% 0.4% 0.07%
      COST B 0.7% 1.06% 0.7%
      CRM B 0.35% 0.87% 0.35%
      CRWD B 0.18% 0.51% 0.18%
      CSCO B 0.21% 0.46% 0.21%
      CSX B 0.08% 0.27% 0.08%
      CVS D 0.68% 0.33% 0.33%
      D C 0.24% 0.17% 0.17%
      DAL C 0.27% 0.25% 0.25%
      DE A 0.13% 0.33% 0.13%
      DGX A 0.16% 0.19% 0.16%
      DLTR F 0.17% 0.25% 0.17%
      DTE C 0.24% 0.07% 0.07%
      DUK C 0.07% 0.23% 0.07%
      DXCM D 0.09% 0.18% 0.09%
      EA A 0.48% 0.17% 0.17%
      ECL D 0.05% 0.16% 0.05%
      EFX F 0.04% 0.18% 0.04%
      ELV F 0.24% 0.26% 0.24%
      EOG A 0.07% 0.31% 0.07%
      EQR B 0.1% 0.09% 0.09%
      EQT B 0.18% 0.13% 0.13%
      ETN A 0.26% 0.63% 0.26%
      ETR B 0.25% 0.16% 0.16%
      FANG D 0.07% 0.24% 0.07%
      FCX D 0.29% 0.26% 0.26%
      FDX B 0.07% 0.22% 0.07%
      FE C 0.24% 0.11% 0.11%
      FI A 0.06% 0.66% 0.06%
      FITB A 0.05% 0.24% 0.05%
      GE D 0.17% 0.94% 0.17%
      GIS D 0.21% 0.31% 0.21%
      GL B 0.19% 0.26% 0.19%
      GM B 0.24% 0.59% 0.24%
      GOOG C 0.22% 1.94% 0.22%
      GOOGL C 0.22% 3.37% 0.22%
      GS A 0.25% 0.42% 0.25%
      HCA F 0.33% 0.26% 0.26%
      HD A 0.25% 1.22% 0.25%
      HUM C 0.26% 0.2% 0.2%
      ICE C 0.04% 0.56% 0.04%
      INTU C 0.2% 0.62% 0.2%
      INVH D 0.1% 0.1% 0.1%
      IQV D 0.13% 0.13% 0.13%
      IR B 0.2% 0.36% 0.2%
      IT C 0.13% 0.13% 0.13%
      J F 0.39% 0.19% 0.19%
      JNJ D 0.23% 0.98% 0.23%
      JPM A 0.12% 1.4% 0.12%
      K A 0.18% 0.22% 0.18%
      KDP D 0.24% 0.42% 0.24%
      KKR A 0.09% 0.61% 0.09%
      LEN D 0.24% 0.22% 0.22%
      LIN D 0.04% 0.59% 0.04%
      LLY F 0.23% 1.19% 0.23%
      LMT D 0.08% 0.26% 0.08%
      LNT A 0.08% 0.13% 0.08%
      LVS C 0.08% 0.35% 0.08%
      MA C 0.05% 1.1% 0.05%
      MCD D 0.49% 0.58% 0.49%
      MCK B 0.18% 0.25% 0.18%
      MCO B 0.04% 0.28% 0.04%
      MDLZ F 0.18% 0.36% 0.18%
      MDT D 0.06% 0.72% 0.06%
      MET A 0.21% 0.22% 0.21%
      MLM B 0.17% 0.25% 0.17%
      MMM D 0.17% 0.44% 0.17%
      MOH F 0.25% 0.17% 0.17%
      MSFT F 0.32% 6.01% 0.32%
      MSI B 0.49% 0.35% 0.35%
      MTCH D 0.46% 0.12% 0.12%
      NDAQ A 0.04% 0.3% 0.04%
      NEE D 0.24% 0.33% 0.24%
      NFLX A 0.22% 0.81% 0.22%
      NKE D 0.33% 0.25% 0.25%
      NOW A 0.22% 0.77% 0.22%
      NSC B 0.08% 0.29% 0.08%
      NUE C 0.25% 0.11% 0.11%
      NVDA C 0.13% 6.7% 0.13%
      OKE A 0.24% 0.16% 0.16%
      ON D 0.22% 0.1% 0.1%
      ORCL B 0.34% 0.99% 0.34%
      ORLY B 0.14% 0.26% 0.14%
      PCG A 0.07% 0.14% 0.07%
      PEG A 0.25% 0.16% 0.16%
      PG A 0.41% 0.87% 0.41%
      PH A 0.08% 0.48% 0.08%
      PLD D 0.06% 0.38% 0.06%
      PNC B 0.06% 0.31% 0.06%
      PSX C 0.5% 0.24% 0.24%
      QCOM F 0.22% 0.91% 0.22%
      REGN F 0.23% 0.3% 0.23%
      RSG A 0.18% 0.16% 0.16%
      SHW A 0.06% 0.24% 0.06%
      SLB C 0.34% 0.26% 0.26%
      SNPS B 0.34% 0.58% 0.34%
      SPGI C 0.04% 0.74% 0.04%
      SRE A 0.07% 0.2% 0.07%
      STLD B 0.27% 0.1% 0.1%
      STZ D 0.25% 0.17% 0.17%
      T A 0.33% 0.75% 0.33%
      TDG D 0.06% 0.77% 0.06%
      TJX A 0.71% 0.71% 0.71%
      TMO F 0.14% 0.53% 0.14%
      TMUS B 0.33% 0.88% 0.33%
      TRGP B 0.24% 0.09% 0.09%
      TT A 0.08% 0.48% 0.08%
      TXN C 0.22% 0.63% 0.22%
      UBER D 0.11% 0.74% 0.11%
      ULTA F 0.17% 0.4% 0.17%
      URI B 0.14% 0.32% 0.14%
      V A 0.04% 1.23% 0.04%
      VRSK A 0.04% 0.17% 0.04%
      VRTX F 0.23% 0.51% 0.23%
      VST B 0.4% 0.15% 0.15%
      VTR C 0.11% 0.2% 0.11%
      WFC A 0.13% 0.99% 0.13%
      WMB A 0.24% 0.16% 0.16%
      WY D 0.17% 0.06% 0.06%
      XOM B 0.75% 1.15% 0.75%
      ZBH C 0.12% 0.5% 0.12%
      SHUS Overweight 343 Positions Relative to NBCR
      Symbol Grade Weight
      CVX A 0.75%
      KR B 0.73%
      SYY B 0.73%
      WMT A 0.72%
      ROST C 0.71%
      COF B 0.69%
      SYF B 0.68%
      DFS B 0.68%
      WBA F 0.63%
      DPZ C 0.52%
      CMCSA B 0.51%
      DRI B 0.5%
      YUM B 0.5%
      L A 0.49%
      EL F 0.49%
      VLO C 0.49%
      CMG B 0.49%
      BRK.A B 0.49%
      SBUX A 0.48%
      MPC D 0.48%
      TTWO A 0.48%
      CHTR C 0.46%
      META D 0.46%
      CLX B 0.41%
      KVUE A 0.41%
      KMB D 0.41%
      BWA D 0.41%
      CHD B 0.41%
      PWR A 0.4%
      JBL B 0.37%
      HRL D 0.36%
      ADM D 0.36%
      BG F 0.36%
      PM B 0.35%
      BKR B 0.35%
      MO A 0.35%
      TSN B 0.35%
      HPQ B 0.34%
      IPG D 0.33%
      OMC C 0.33%
      CDNS B 0.33%
      IBM C 0.33%
      HAL C 0.33%
      AWK D 0.32%
      RL B 0.32%
      UHS D 0.32%
      ATO A 0.32%
      NI A 0.32%
      TPR B 0.32%
      GRMN B 0.32%
      VZ C 0.32%
      NRG B 0.32%
      AES F 0.31%
      NVR D 0.3%
      LULU C 0.3%
      EXC C 0.29%
      DECK A 0.29%
      UAL A 0.28%
      VRSN F 0.27%
      TSLA B 0.27%
      MS A 0.26%
      HUBB B 0.26%
      EQIX A 0.26%
      SWK D 0.26%
      DLR B 0.26%
      GDDY A 0.26%
      AKAM D 0.26%
      ZTS D 0.25%
      PHM D 0.25%
      LUV C 0.25%
      KMI A 0.25%
      MNST C 0.25%
      TAP C 0.25%
      SNA A 0.25%
      INCY C 0.25%
      SCHW B 0.25%
      RJF A 0.25%
      UNH C 0.25%
      LOW D 0.25%
      ENPH F 0.25%
      HAS D 0.25%
      MRK F 0.24%
      VTRS A 0.24%
      ED D 0.24%
      PFE D 0.24%
      BIIB F 0.24%
      NEM D 0.24%
      KO D 0.24%
      F C 0.24%
      GILD C 0.24%
      CTLT B 0.24%
      EIX B 0.24%
      NXPI D 0.23%
      MRNA F 0.23%
      DHI D 0.23%
      LW C 0.22%
      EBAY D 0.22%
      DAY B 0.22%
      AVGO D 0.22%
      PLTR B 0.22%
      CPRT A 0.22%
      KHC F 0.21%
      ANET C 0.21%
      AOS F 0.21%
      MKC D 0.21%
      QRVO F 0.21%
      SWKS F 0.21%
      SJM D 0.21%
      CAG D 0.21%
      ADP B 0.21%
      PAYX C 0.21%
      PAYC B 0.21%
      TYL B 0.21%
      MPWR F 0.21%
      IEX B 0.2%
      AFL B 0.2%
      PARA C 0.2%
      FFIV B 0.2%
      CPB D 0.2%
      ERIE D 0.2%
      HSIC B 0.2%
      FSLR F 0.2%
      PRU A 0.2%
      KEYS A 0.2%
      DIS B 0.2%
      PFG D 0.2%
      CAH B 0.19%
      TEL B 0.19%
      XYL D 0.19%
      MAS D 0.19%
      HPE B 0.19%
      PGR A 0.19%
      WBD C 0.19%
      GLW B 0.19%
      BBWI D 0.19%
      PNR A 0.19%
      JNPR F 0.19%
      GEV B 0.18%
      WM A 0.18%
      ROL B 0.18%
      COR B 0.18%
      CI F 0.18%
      MHK D 0.18%
      TGT F 0.17%
      ANSS B 0.17%
      DG F 0.17%
      FTNT C 0.17%
      NTAP C 0.17%
      DOV A 0.17%
      GEN B 0.17%
      ITW B 0.17%
      BBY D 0.17%
      CTRA B 0.17%
      PTC A 0.17%
      DELL C 0.17%
      KLAC D 0.17%
      VMC B 0.17%
      STX D 0.17%
      WDC D 0.17%
      HSY F 0.17%
      PEP F 0.17%
      CTAS B 0.17%
      PANW C 0.16%
      INTC D 0.16%
      GD F 0.16%
      DVN F 0.16%
      LH C 0.16%
      TXT D 0.16%
      HON B 0.16%
      TER D 0.16%
      TECH D 0.15%
      AZO C 0.15%
      GPC D 0.15%
      A D 0.15%
      WAT B 0.15%
      SMCI F 0.15%
      MU D 0.15%
      ADBE C 0.15%
      MTD D 0.14%
      CRL C 0.14%
      CINF A 0.14%
      TRV B 0.14%
      CB C 0.14%
      HIG B 0.14%
      ACGL D 0.14%
      EG C 0.14%
      KMX B 0.14%
      LKQ D 0.14%
      EPAM C 0.13%
      POOL C 0.13%
      GWW B 0.13%
      CTSH B 0.13%
      WAB B 0.13%
      ZBRA B 0.13%
      MCHP D 0.13%
      LDOS C 0.13%
      WRB A 0.13%
      HLT A 0.12%
      SYK C 0.12%
      ABNB C 0.12%
      MAR B 0.12%
      EXPE B 0.12%
      STE F 0.12%
      ISRG A 0.12%
      BALL D 0.12%
      FAST B 0.12%
      TSCO D 0.12%
      PCAR B 0.12%
      AMCR D 0.12%
      AME A 0.12%
      DVA B 0.11%
      WELL A 0.11%
      EXR D 0.11%
      DOC D 0.11%
      BR A 0.11%
      BXP D 0.11%
      HST C 0.11%
      STT A 0.11%
      HOLX D 0.1%
      PODD C 0.1%
      NWSA B 0.1%
      DHR F 0.1%
      NWS B 0.1%
      RVTY F 0.1%
      ESS B 0.1%
      FOX A 0.1%
      UDR B 0.1%
      GEHC F 0.1%
      ALGN D 0.1%
      MAA B 0.1%
      FOXA B 0.1%
      AVB B 0.1%
      PSA D 0.1%
      ARE D 0.1%
      CPT B 0.1%
      AXON A 0.09%
      EXPD D 0.09%
      AMP A 0.09%
      CHRW C 0.09%
      NCLH B 0.09%
      CF B 0.09%
      IVZ B 0.09%
      LYV A 0.09%
      RMD C 0.09%
      IDXX F 0.09%
      SO D 0.08%
      PPL B 0.08%
      EVRG A 0.08%
      AEE A 0.08%
      JCI C 0.08%
      GNRC B 0.08%
      UNP C 0.08%
      WYNN D 0.08%
      OTIS C 0.08%
      CMI A 0.08%
      HII D 0.08%
      NOC D 0.08%
      BX A 0.08%
      RTX C 0.08%
      ODFL B 0.08%
      NTRS A 0.08%
      MOS F 0.08%
      JBHT C 0.08%
      CTVA C 0.08%
      LHX C 0.08%
      FMC D 0.08%
      BEN C 0.08%
      TROW B 0.08%
      RCL A 0.08%
      UPS C 0.08%
      LYB F 0.07%
      SW A 0.07%
      OXY D 0.07%
      PPG F 0.07%
      CZR F 0.07%
      MGM D 0.07%
      MRO B 0.07%
      APA D 0.07%
      DOW F 0.07%
      HES B 0.07%
      PNW B 0.07%
      CE F 0.07%
      ALLE D 0.07%
      WEC A 0.07%
      ES D 0.07%
      XEL A 0.07%
      CMS C 0.07%
      HWM A 0.07%
      KEY B 0.06%
      RF A 0.06%
      MTB A 0.06%
      EW C 0.06%
      ABT B 0.06%
      PYPL B 0.06%
      AMT D 0.06%
      IP B 0.06%
      KIM A 0.06%
      REG B 0.06%
      FRT B 0.06%
      SBAC D 0.06%
      VICI C 0.06%
      CCI D 0.06%
      PKG A 0.06%
      O D 0.06%
      SPG B 0.06%
      IRM D 0.06%
      AXP A 0.05%
      SOLV C 0.05%
      IFF D 0.05%
      BAX D 0.05%
      WST C 0.05%
      BDX F 0.05%
      TFX F 0.05%
      EMN D 0.05%
      ALB C 0.05%
      DD D 0.05%
      FIS C 0.05%
      JKHY D 0.05%
      HBAN A 0.05%
      TFC A 0.05%
      USB A 0.05%
      WTW B 0.04%
      CBRE B 0.04%
      CSGP D 0.04%
      GPN B 0.04%
      CBOE B 0.04%
      FDS B 0.04%
      CPAY A 0.04%
      MKTX D 0.04%
      CME A 0.04%
      MSCI C 0.04%
      ROK B 0.03%
      FICO B 0.03%
      VLTO D 0.03%
      EMR A 0.03%
      NDSN B 0.03%
      FTV C 0.03%
      TRMB B 0.03%
      TDY B 0.03%
      ROP B 0.03%
      AJG B 0.03%
      MMC B 0.03%
      BRO B 0.03%
      SHUS Underweight 35 Positions Relative to NBCR
      Symbol Grade Weight
      UNM A -0.97%
      FYBR D -0.6%
      IWB A -0.56%
      DKNG B -0.52%
      UL D -0.51%
      NVT B -0.39%
      APO B -0.32%
      TRU D -0.3%
      ASML F -0.23%
      EHC B -0.22%
      SAIA B -0.21%
      WCN A -0.21%
      LRCX F -0.2%
      CHKP D -0.2%
      ELS C -0.16%
      TKO B -0.15%
      FCPT C -0.14%
      ESI A -0.14%
      WRBY B -0.14%
      LNG B -0.13%
      AVTR F -0.13%
      ENTG D -0.13%
      TW A -0.12%
      STWD C -0.11%
      BMRN D -0.09%
      UTZ D -0.08%
      DTM B -0.08%
      CCK C -0.08%
      WIX B -0.08%
      TOL B -0.07%
      SMAR A -0.07%
      GXO B -0.06%
      IONS F -0.05%
      FBIN D -0.05%
      BHP F -0.03%

      SHUS: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Medical Devices Medical Instruments & Supplies Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Aerospace Chemical Medicine Real Estate Investment Trust Telecommunications Bank Banking Semiconductor Insurance Products Petroleum Industry Transport Investment Bank

      NBCR: Top Represented Industries & Keywords

      Industries: Software - Application Semiconductors Utilities - Regulated Electric Drug Manufacturers - Major Health Care Plans Oil & Gas Midstream Specialty Chemicals Utilities - Diversified Asset Management Banks - Global Biotechnology Business Services Capital Markets Diagnostics & Research Internet Content & Information Oil & Gas E&P Semiconductor Equipment & Materials Aerospace & Defense Banks - Regional - US Diversified Industrials
      Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Electricity Computing Insurance Chemical Electronics Integrated Circuits Bank Banking Health Insurance Medicine Semiconductor Smartphones Financial Products Investment Bank Mobile Devices Natural Gas Distribution
      Compare ETFs