January 20, 2026 EST
When Markets Get Unpredictable, Investors Need Guardrails
Markets swing. Emotions spike. Guardrails matter. See how SHUS seeks to help investors stay invested when volatility hits.
January 06, 2026 EST
The “Portfolio Diet”: Cutting Out Unintended Overweights in 2026
Hidden mega-cap weight creeping into portfolios? Discover how SSPY and SHUS apply Stratified Weighting for a more balanced large-cap core.
December 15, 2025 EST
How SSPY Lets Emerging Winners Matter
Many strong S&P 500 performers barely register in cap-weighted ETFs. SSPY uses Stratified Weight™ to elevate under-the-radar winners and diversify exposure.
December 15, 2025 EST
Tackle “Related Business Risks” with the Stratified S&P 500 Approach
Seeking more than equal weight? SSPY distributes weight by business risk to potentially reduce hidden clustering while staying rooted in the S&P 500 universe.
November 24, 2025 EST
It’s Not About Timing. It’s About Tempering.
Time in the Market Matters - But So Does How You Stay There.
November 17, 2025 EST
SSPY vs. RSP: How Stratified Weighting Outshines Equal Weight
Discover why SSPY’s stratified weighting outperforms equal weighting, delivering cleaner diversification, lower volatility, and sector balance.
October 27, 2025 EDT
No Tricks, Just Treats: Keep Market Fears at Bay This Halloween
Markets may be haunted by inflation, geopolitics & volatility. Discover how SHUS seeks to keep frights at bay this Halloween season.
October 06, 2025 EDT
From Bubble Risk to Balance: How the Stratified ETFs Break Free of Tech Overload
With valuations echoing circa 2000, tech dominates the S&P 500. SSPY & SHUS offer equal-weighted exposure for investors seeking balance.
September 22, 2025 EDT
When One Stock Sneezes, the Whole Index May Catch a Cold
Traditional indexes are over-concentrated. Discover how SSPY’s equal sector and stock weighting may reduce risk and build healthier portfolios.
September 01, 2025 EDT
Riding the Bull, Guarding Against the Bear: The Case for Hedged Equity
Stay bullish without the hangover—SHUS blends equity exposure with built-in hedging, seeking to help investors stay invested while managing market volatility.
August 18, 2025 EDT
From Smooth Ride to Skid: Why SHUS Tightens When It Counts
Discover how SHUS may act as a portfolio’s seatbelt, tightening just in time to help clients ride out autumn's inevitable market bumps.
August 04, 2025 EDT
Cap-Weight Is Out, Stratified Is In: The New Core Allocation Before 2026
Advisors are rethinking cap-weighted core allocations as mega-cap concentration risk grows. Discover why stratified indexing with SSPY is gaining traction.
July 15, 2025 EDT
ETF Cookout: What’s on the SSPY & SHUS Menu?
Tired of overconcentrated indexes? SSPY and SHUS offer a tasty take on diversification.
June 30, 2025 EDT
Let Freedom Ring… from Sector Overconcentration
Why a Sector-Stratified Approach May Offer More Long-Term Liberty Than You Think
June 23, 2025 EDT
Built for Balance, Served with a Hedge: SHUS Toasts 4 Years
The Stratified LargeCap Hedged ETF got a glow up and is ready to party.
June 09, 2025 EDT
Tariffs, Tensions and Turmoil: In Turbulent Times, Boring Can Be Beautiful
How an Equally Balanced Sector Approach May Help Navigate Tariffs, Trade Wars, and Recession Risks
May 27, 2025 EDT
Options in Your Corner: Hedging Equity Risk with SHUS
Volatility is part of the game—here’s how you can play it wiser.
May 12, 2025 EDT
Is the S&P 500 Still the Best Benchmark?
Is the S&P 500 a valid benchmark - or has market concentration left it out of touch?
April 22, 2025 EDT
Market Volatility Got You Spinning?
Understand stock market volatility and how Stratified ETFs may offer an alternative approach.
April 14, 2025 EDT
Fear, Greed, and the Emotional Roller Coaster of Investing
Investing is often driven by fear and greed, but a structured approach like Stratified ETFs may help investors navigate market volatility with discipline.
March 25, 2025 EDT
Is Your Portfolio Leaning Too Hard On A Few Stocks?
Is your portfolio putting too much weight on a few giants? Discover how Syntax Stratified LargeCap Index™ seeks to balance the scales with a fresh approach to diversification.
March 09, 2025 EST
The Magnificent 7: Superheroes of the Market or Secret Portfolio Villains?
The Magnificent 7 may dominate the market, but are they powering your portfolio or quietly increasing risk? Discover how a sector-weighted strategy could help you avoid over-concentration and build a more balanced investment approach.
March 02, 2025 EST
SSPY vs. SHUS: Two Strategies, Two Personalities
SSPY and SHUS offer two distinct approaches to diversification—SSPY balances sectors evenly, while SHUS adds a defensive hedge—helping investors manage concentration risk and align with their portfolio goals.
February 12, 2025 EST
Don’t Let Uncertainty Rattle Your Plan: Hedge with Stratified’s LargeCap Hedged ETF (SHUS)
In a world of inflation risks and policy shifts, SHUS seeks equity growth potential while hedging against downturns – helping advisors keep clients invested.
January 13, 2025 EST
Hedged ETFs vs Buffer ETFs
Hedged ETFs and Buffer ETFs: Distinct strategies for managing risk, but which approach appeals to investors when navigating complex market landscapes?
December 18, 2024 EST
Navigating Market Shifts with SSPY: How a Balanced Approach Can Weather Any Storm
If you’re seeking a way to navigate market turbulence, SSPY’s sector-balanced approach aims to offer a resilient strategy to weather volatility and enhance long-term growth with confidence and ease.
December 04, 2024 EST
Strive to Invest Smarter: SHUS Seeks Balance, Growth, and Volatility Hedge
Sector-smart, risk-savvy—SHUS is the ETF that blends growth, balance, and volatility hedge for a suitable way to stay invested, no matter the market storm.
November 18, 2024 EST
SSPY: A Smarter, Resilient Approach to Reducing Market Volatility
Invest in the Stratified LargeCap Index ETF (SSPY) for a smarter, more resilient approach to navigating market shifts and lowering volatility in your portfolio.
October 31, 2024 EDT
Finding Balance, One Weight At A Time
When it comes to index investing, not all weighting methods are created equal. That’s where the Syntax Stratified LargeCap Index comes in—a refreshing twist on weighting that goes beyond company size or count.
October 03, 2024 EDT
Exchange Traded Concepts Announces Completion of Fund Reorganizations
Exchange Traded Concepts, LLC and Syntax Advisors, LLC announced the completion of the reorganizations of several Syntax Stratified ETFs into the Stratified LargeCap Index ETF (SSPY) and Stratified LargeCap Hedged ETF (SHUS) as of September 27, 2024.

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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