HTUS

ETFActive

HULL TACTICAL US ETF

Category: Balanced (1,430 funds)

Expense Ratio
0.96%
Annual Cost per $10K
$96.00
30-Year Fee Drag per $10K
$18,034
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
+18.11%

Asset Allocation

US Equity
50%
US Bond
26%
Cash
24%

Fee Comparison

HTUS
0.96%
Balanced average
0.85%
Balanced cheapest
0.00%
Index benchmark
0.03%

13% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+66.54%29 months
Compare to

Fee Impact Calculator

$
%
HTUS at 0.96%$290,443
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$90,169
Cost vs index fund−$86,981

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
HTUSHULL TACTICAL US ETF0.96%
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ABALXAmerican Balanced Fund0.58%
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TRAIXT. Rowe Price Capital Appreciation Fund0.58%
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CBFAXAmerican Funds Global Balanced Fund0.80%
VBIAXVANGUARD BALANCED INDEX FUND0.07%
SSTIXState Street Total Return V.I.S. Fund0.67%
ITCSXVY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO0.65%
AACTXAmerican Funds 2020 Target Date Retirement Fund0.61%
AAETXAmerican Funds 2030 Target Date Retirement Fund0.66%
IBLLXTransamerica Multi-Managed Balanced0.64%
eldfxELFUN DIVERSIFIED FUND0.33%
GITTXGuidePath Conservative Allocation Fund0.35%
AABTXAmerican Funds 2015 Target Date Retirement Fund0.61%
DIVPXMAI MANAGED VOLATILITY FUND1.47%
CPAEXCounterpoint Tactical Equity Fund2.03%
QAINYLI Hedge Multi-Strategy Tracker ETF0.91%
FISRSPDR SSGA Fixed Income Sector Rotation ETF0.50%
CBARXCalvert Balanced Fund0.61%
KAMAXKensington Managed Income Fund1.91%
IRMGXVoya Retirement Moderately Aggressive Portfolio0.59%
AAATXAmerican Funds 2010 Target Date Retirement Fund0.59%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
DYTASGI Dynamic Tactical ETF1.32%
SSDQXState Street Target Retirement 2055 Fund0.09%
KAGAXKensington Dynamic Allocation Fund1.67%
OCIOClearShares OCIO ETF0.65%
OAZBXOakmark Equity and Income Fund0.56%
PGMAXPIMCO Global Core Asset Allocation Fund1.56%
FAFWXAmerican Funds Retirement Income Portfolio - Conservative1.27%
FTFCXAmerican Funds College 2030 Fund0.35%
VPVGMMVPIMCO Global Managed Asset Allocation Portfolio1.18%
CPPAXAmerican Funds Preservation Portfolio0.87%
MSTQLHA Market State Tactical Q ETF1.59%
QCSCIXCollege Retirement Equities Fund - Social Choice Account
JABLXJanus Henderson Balanced Portfolio$1M min0.87%
MSFKXMFS Total Return Fund0.40%
DGIBXDGI BALANCED FUND1.45%
KEATKeating Active ETF0.85%
FBAKXFidelity Balanced Fund0.46%
FIQWXFidelity Strategic Dividend and Income Fund0.56%
RAPFXCohen & Steers Real Assets Fund, Inc.0.81%
FTAOXAmerican Funds College Enrollment Fund0.35%
DOXBXDodge & Cox Balanced Fund0.43%
FFCTXAmerican Funds College 2027 Fund0.33%
FPUKXFidelity Puritan Fund0.47%
SOXLDirexion Daily Semiconductor Bull 3X Shares0.75%
WAVLXWAVELENGTH FUND1.26%
VTHRXVANGUARD TARGET RETIREMENT 2030 FUND0.08%
JBAWXBalanced Fund0.62%
PGEBXGeorge Putnam Balanced Fund0.91%
IRGPXVoya Retirement Aggressive Portfolio0.60%
TQQQProShares UltraPro QQQ0.84%
VTTHXVANGUARD TARGET RETIREMENT 2035 FUND0.08%
GIMTXGuidePath Multi-Asset Income Allocation Fund1.10%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
ESIFXEaton Vance Balanced Fund0.68%
MMDAXMadison Moderate Allocation Fund1.00%
FTCFXAmerican Funds College 2033 Fund0.39%
HFNDUnlimited Hfnd Multi-strategy Return Tracker ETF1.07%
QBA2QVIP Balanced Portfolio0.50%
HBLFXTHE HARTFORD BALANCED INCOME FUND0.56%
HADAXHARTFORD BALANCED HLS FUND0.66%
IUAAXVY(R) INVESCO EQUITY AND INCOME PORTFOLIO1.14%
VMAIXVenerable Moderate Allocation Fund0.89%
NBGDXColumbia Capital Allocation Moderate Aggressive Portfolio0.74%
VALIXVALUE LINE CAPITAL APPRECIATION FUND INC1.08%
MERFXThe Merger Fund1.56%
WFAIXAllspring Index Asset Allocation Fund0.90%
IASTXMacquarie Asset Strategy Fund0.72%
TIBOXThornburg Investment Income Builder Fund0.84%
VTTVXVANGUARD TARGET RETIREMENT 2025 FUND0.08%
RBAIXT. Rowe Price Balanced Fund, Inc.0.47%
SBACXTouchstone Strategic Trust-Touchstone Balanced Fund0.99%
TASHXTransamerica Multi-Asset Income0.99%
LCORXLeuthold Core Investment Fund1.43%
QDTERoundhill Innovation-100 0DTE Covered Call Strategy ETF0.97%
TBLTXTransamerica Balanced II0.62%
SSBSXState Street Target Retirement 2025 Fund0.09%
CRAAXColumbia Adaptive Risk Allocation Fund0.82%
AABCXPutnam Dynamic Asset Allocation Balanced Fund0.71%
BLAVXLord Abbett Multi-Asset Balanced Opportunity Fund0.90%
POCAXAristotle Portfolio Optimization Moderate Fund1.12%
PBAPXSAM Balanced Portfolio1.02%
MAMAXMFS Moderate Allocation Fund0.56%
VWIAXVANGUARD WELLESLEY INCOME FUND0.16%
TCIIXNuveen Lifecycle 2035 Fund0.56%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
SSFOXState Street Target Retirement Fund0.09%
IBARXMacquarie Balanced Fund0.65%
TLYIXNuveen Lifecycle Index 2035 Fund0.18%
ABUAXColumbia Capital Allocation Moderate Portfolio0.93%
PUDQXPGIM Real Assets Fund0.85%
FIWBXFidelity Advisor Multi-Asset Income Fund0.80%
MACBXMFS Conservative Allocation Fund0.83%

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