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HEQTvsSHDGETF Comparison
Simplify Hedged Equity ETF (HEQT) and Soundwatch Hedged Equity ETF - USD (SHDG) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Financials. HEQT is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.63% for SHDG. HEQT is up 0.66% year-to-date (YTD) with -$34K in YTD flows. SHDG performs worse with -0.42% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of HEQT and SHDG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
HEQT vs SHDG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQT SHDG | -1.04%-1.75% | +1.10%-0.84% | +0.66%-0.42% | +13.23%+14.28% | +49.33%+55.23% | n/an/a |
| Flows | HEQT SHDG | -$5M-$812K | -$34K-$2M | -$34K-$2M | -$101M-$3M | +$170M+$13M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQT SHDG | +6.82%+8.89% | +7.67%+12.60% | +7.68%+10.85% | n/an/a |
| Max drawdown | HEQT SHDG | -1.78%-2.45% | -5.70%-10.54% | -10.18%-15.48% | n/an/a |
| Max drawdown duration | HEQT SHDG | 12d36d | 45d45d | 149d153d | n/an/a |
HEQT | SHDG | |
Last sale 3/11/2026 at 1:30 PM | $32.13 | $32.11 |
| Previous close 03/10/2026 | $32.16 | $32.13 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
HEQT | SHDG | |
|---|---|---|
| Last price | $32.13 | $32.11 |
| 1D performance | -0.09% | -0.08% |
| AuM | $332.77 M | $163.86 M |
| E/R | 0.2% | 0.63% |
HEQT | SHDG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | Soundwatch Capital |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 2, 2021 | October 24, 2022 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the HEQT and SHDG ETFs performed in 2026?
As of March 9, 2026, HEQT is up 0.66% year-to-date (YTD), while SHDG has lost -0.42%. That puts HEQT better performer ahead so far this year.
Which ETF is attracting more investor money: HEQT or SHDG?
Year-to-date, the HEQT ETF saw -$34K in flows, compared to -$2M for SHDG.
Which ETF is more volatile: HEQT or SHDG?
Over the past year, HEQT had a volatility of 7.67%, while SHDG experienced 12.6%.
Which ETF is bigger: HEQT or SHDG?
As of March 9, 2026, HEQT holds $332.77 M in assets under management (AUM), while SHDG manages $163.86 M.
What sectors do the HEQT and SHDG ETFs invest in?
HEQT leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, SHDG focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the HEQT ETF and SHDG ETF?
HEQT top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HEQT or SHDG?
HEQT holds 504 securities with 44.25% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 43.09%.
Tony’s ETF Buyer’s Guide: Hedged Equity ETFs
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
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