Markets swing. Emotions spike. Guardrails matter. See how SHUS seeks to help investors stay invested when volatility hit...
READ MORE >>Hidden mega-cap weight creeping into portfolios? Discover how SSPY and SHUS apply Stratified Weighting for a more balanc...
READ MORE >>Many strong S&P 500 performers barely register in cap-weighted ETFs. SSPY uses Stratified Weight™ to elevate under-the-r...
READ MORE >>Seeking more than equal weight? SSPY distributes weight by business risk to potentially reduce hidden clustering while s...
READ MORE >>Time in the Market Matters - But So Does How You Stay There.
READ MORE >>Discover why SSPY’s stratified weighting outperforms equal weighting, delivering cleaner diversification, lower volatili...
READ MORE >>Markets may be haunted by inflation, geopolitics & volatility. Discover how SHUS seeks to keep frights at bay this Hallo...
READ MORE >>With valuations echoing circa 2000, tech dominates the S&P 500. SSPY & SHUS offer equal-weighted exposure for investors ...
READ MORE >>Traditional indexes are over-concentrated. Discover how SSPY’s equal sector and stock weighting may reduce risk and buil...
READ MORE >>Stay bullish without the hangover—SHUS blends equity exposure with built-in hedging, seeking to help investors stay inve...
READ MORE >>Discover how SHUS may act as a portfolio’s seatbelt, tightening just in time to help clients ride out autumn's inevitabl...
READ MORE >>Advisors are rethinking cap-weighted core allocations as mega-cap concentration risk grows. Discover why stratified inde...
READ MORE >>Tired of overconcentrated indexes? SSPY and SHUS offer a tasty take on diversification.
READ MORE >>Why a Sector-Stratified Approach May Offer More Long-Term Liberty Than You Think
READ MORE >>The Stratified LargeCap Hedged ETF got a glow up and is ready to party.
READ MORE >>How an Equally Balanced Sector Approach May Help Navigate Tariffs, Trade Wars, and Recession Risks
READ MORE >>Volatility is part of the game—here’s how you can play it wiser.
READ MORE >>Is the S&P 500 a valid benchmark - or has market concentration left it out of touch?
READ MORE >>Understand stock market volatility and how Stratified ETFs may offer an alternative approach.
READ MORE >>Investing is often driven by fear and greed, but a structured approach like Stratified ETFs may help investors navigate ...
READ MORE >>Is your portfolio putting too much weight on a few giants? Discover how Syntax Stratified LargeCap Index™ seeks to balan...
READ MORE >>The Magnificent 7 may dominate the market, but are they powering your portfolio or quietly increasing risk? Discover how...
READ MORE >>SSPY and SHUS offer two distinct approaches to diversification—SSPY balances sectors evenly, while SHUS adds a defensive...
READ MORE >>In a world of inflation risks and policy shifts, SHUS seeks equity growth potential while hedging against downturns – he...
READ MORE >>Hedged ETFs and Buffer ETFs: Distinct strategies for managing risk, but which approach appeals to investors when navigat...
READ MORE >>If you’re seeking a way to navigate market turbulence, SSPY’s sector-balanced approach aims to offer a resilient strateg...
READ MORE >>Sector-smart, risk-savvy—SHUS is the ETF that blends growth, balance, and volatility hedge for a suitable way to stay in...
READ MORE >>Invest in the Stratified LargeCap Index ETF (SSPY) for a smarter, more resilient approach to navigating market shifts an...
READ MORE >>When it comes to index investing, not all weighting methods are created equal. That’s where the Syntax Stratified LargeC...
READ MORE >>Exchange Traded Concepts, LLC and Syntax Advisors, LLC announced the completion of the reorganizations of several Syntax...
READ MORE >>Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (866) 972-4492 or visit our website at https://stratifiedfunds.com/investor-materials. Read the prospectus or summary prospectus carefully before investing.
The Funds are distributed by Foreside Fund Services, LLC. Exchange Traded Concepts, LLC serves as the investment advisor. Foreside Fund Services, LLC. is not affiliated with Exchange Traded Concepts, LLC or any of its affiliates.
Investing involves risk, including loss of principal. The Funds are subject to certain other risks, including but not limited to, equity securities risk, large-capitalization risk, index tracking risk, passive strategy/index risk, and market trading risk. Investing involves risk, including possible loss of principal. There can be no guarantee the Fund will meet its investment objectives.
SSPY Risks: The Fund is subject to certain other risks, including but not limited to, equity securities risk, large-capitalization risk, index tracking risk, passive strategy/index risk, and market trading risk. Investing involves risk, including possible loss of principal.
SHUS Risks: The Fund is actively managed using a proprietary process, and there can be no guarantee that the Fund's investment strategies will be successful. The Fund may invest in Underlying Funds or Securities that are managed with a passive investment strategy, attempting to track the performance of an unmanaged index of securities. This differs from an actively-managed fund, which typically seeks to outperform a benchmark index. Maintaining investments in securities regardless of their individual performance or market conditions could negatively affect the Fund's return. The Fund is subject to certain other risks, including but not limited to, equity securities risk, large-, mid-, and small-capitalization risk, and market trading risk. Investing in securities of small and mid-sized companies may involve greater volatility than investing in larger and more established companies. Certain investments may be subject to restrictions on resale, trade over-the-counter or in limited volume, or lack an active trading market. Purchased put options may expire worthless and may have imperfect correlation to the value of the Fund’s sector based investments. Written call and put options may limit the Fund’s participation in equity market gains and may amplify losses in market declines. The Fund’s losses are potentially large in a written put or call transaction. If unhedged, written calls expose the Fund to potentially unlimited losses. The Fund invests in derivatives. Derivatives are financial instruments that derive their performance from an underlying reference asset, such as an index. The return on a derivative instrument may not correlate with the return of its underlying reference asset. Derivatives can be volatile and may be less liquid than other securities.
Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Investors may purchase or sell individual shares on an exchange on which they are listed. The market price returns are based on the official closing price of an ETF share or, if the official closing price isn’t available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates current NAV per share, and do not represent the returns you would receive if you traded shares at other times. NAVs are calculated using prices as of 4:00 PM Eastern Time.
The Syntax Stratified LargeCap Index™ is the property of Syntax, LLC, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third-party licensors (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index. “Calculated by S&P Dow Jones Indices” and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by Syntax, LLC, the parent company of Syntax Advisors, LLC. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”).
The Syntax Stratified LargeCap Index™ is the property of Syntax, LLC, the Fund’s index provider. Syntax®, Stratified®, Stratified Indices®, Stratified Weight™, and FIS™ are trademarks or registered trademarks of Locus LP. Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index.
Stratified Weight™ is the weighting methodology by which Syntax diversifies an index’s constituent companies that share “Related Business Risks.” Related Business Risk occurs when two or more companies provide similar products and/or services or share economic relationships such as having common suppliers, customers or competitors. The process of identifying, grouping, and diversifying holdings across Related Business Risk groups within an index is called stratification, and was designed by Syntax to seek to correct for business risk concentrations that regularly occur in capitalization-weighted indices and equal-weighted indices.
The Stratified Hedged Strategy combines the benefits of exposure to a Stratified Weight™ equity portfolio with a rules-based downside hedge program managed by Exchange Traded Concepts to reduce the risk of losses due to market downturns.
Diversification does not ensure a profit or guarantee against a loss.
The S&P 500® Index is a market-capitalization-weighted index of the 500 leading publicly traded companies in the U.S.
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