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HTUS
-0.11 · -0.26%
$40.91 · BATS

Capitol Series Trust (HTUS) ETF Analysis | Equity Hedged

Hull Tactical Funds · United States
AUM:$137.7M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.96% — above average for this category.

What is HTUS?

The fund's sub-adviser seeks to achieve its investment objective, by using various proprietary analytical investment models that examine current and historical market data to attempt to predict the performance of the S&P 500® Index, a widely recognized benchmark of U. stock market performance that is composed primarily of large-capitalization U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HTUS delivered 16.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.96% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 33.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$137.7M
Expense Ratio0.96%
Dividend Yield1.23%
Holdings2
Inception DateJun 2015
DomicileUnited States
DistributionNA
Index–
ProviderHull Tactical Funds
Beta1.11
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.9%
1Y
+23.2%
3Y
+81.9%
5Y
+107.7%
OpenBook InsightIf you had invested £10,000 in HTUS 5 years ago, it would have grown to £20,767 — a gain of £10,767.

Annual Returns

Calendar year performance

HTUS delivered positive returns in 4 of the last 5 calendar years.
YearHTUS
2026 YTD+15.5%
2025+16.8%
2024+25.9%
2023+28.5%
2022-11.4%
CAGR 4yr+13.7%
4/5 positive yearsAvg return: +15.1%Worst year: -11.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.4%
Low
Momentum
+5.0%
30-day change
Support Level
44.64
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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