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SHDGvsAVUSETF Comparison

ETF 1

SHDG

Soundwatch Hedged Equity ETF - USD

This fund is part of

Options Strategies

+0.69%

Full SHDG fund page

VS

ETF 2

AVUS

Avantis U.S. Equity ETF

This fund is part of

US All Cap

+1.08%

Full AVUS fund page

Soundwatch Hedged Equity ETF - USD (SHDG) belongs to the Options Strategies segment. Avantis U.S. Equity ETF (AVUS) is part of the US All Cap segment. SHDG's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, AVUS's top sector exposures are Information Technology, Financials and Consumer Discretionary. SHDG is more expensive with a Total Expense Ratio (TER) of 1.01%, versus 0.15% for AVUS. SHDG is up 1.2% year-to-date (YTD) with -$4M in YTD flows. AVUS performs better with 14.75% YTD performance, and +$1.57B in YTD flows. Run a side-by-side ETF comparison of SHDG and AVUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SHDG vs AVUS performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SHDG AVUS	+0.83%+3.06%	+3.79%+14.62%	+1.20%+14.75%	+12.01%+32.49%	+40.59%+79.52%	n/a+90.75%
Flows	SHDG AVUS	-$2M+$619M	-$2M+$1.18B	-$4M+$1.57B	-$6M+$2.40B	+$12M+$4.78B	-+$7.66B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SHDG AVUS	+5.10%+14.98%	+7.39%+12.72%	+10.44%+15.42%	n/a+17.61%
Max drawdown	SHDG AVUS	-2.62%-3.62%	-6.58%-7.84%	-15.48%-19.73%	n/a-22.24%
Max drawdown duration	SHDG AVUS	21d8d	136d63d	153d208d	n/a707d

Trading data

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	SHDG	AVUS
Last sale 6/18/2026 at 1:30 PM	$32.66	$127.64
Previous close 06/18/2026	$32.63	$126.26
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	SHDG	AVUS
Last price	$32.66	$127.64
1D performance	+0.09%	+1.09%
AuM	$164.08 M	$13.65 B
E/R	1.01%	0.15%

Characteristics

	SHDG	AVUS
Management strategy	Active	Active
Provider	Soundwatch Capital	American Century Investments
Benchmark	-	-
N° of holdings	478	1698
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	October 24, 2022	September 24, 2019
ESG	No	No

More SHDG data on Trackinsight

More AVUS data on Trackinsight

Exposure

Countries

SHDG

USA

100.12%

Other

-0.12%

AVUS

USA

95.97%

Other

4.03%

Sectors

SHDG

Information Techn.

36.78%

Communication Ser.

11.31%

Consumer Discreti.

10.42%

Financials

10.19%

Health Care

8.63%

Industrials

8.32%

Other

14.35%

AVUS

Information Techn.

26.44%

Financials

13.33%

Consumer Discreti.

11.8%

Industrials

11.17%

Communication Ser.

9.74%

Energy

7.13%

Other

20.39%

Diversification

SHDG

Total weight of top 15 holdings out of 15

45.23%

AVUS

Total weight of top 15 holdings out of 15

32.89%

Top 15 holdings

Data as of April 30, 2026

SHDG

NVIDIA

8.09%

APPLE

6.64%

MICROSOFT-T

5.05%

AMAZON.COM INC

4.32%

ALPHABET INC-CL

3.74%

BROADCOM LIMITED

3.30%

ALPHABET INC-CL

2.98%

META PLATFORMS

2.23%

TESLA

1.79%

BERKSHIRE HATHWAY

1.45%

JPMORGAN CHASE

1.41%

LILLY

1.23%

EXXON

1.08%

MICRON TECHNOLOGY

0.97%

WALMART INC

0.96%

AVUS

NVIDIA

5.24%

APPLE

4.80%

AMAZON.COM INC

3.74%

MICROSOFT-T

3.56%

ALPHABET INC-CL

2.80%

ALPHABET INC-CL

2.23%

META PLATFORMS

2.16%

MICRON TECHNOLOGY

1.32%

JPMORGAN CHASE

1.30%

BROADCOM LIMITED

1.20%

EXXON

1.14%

CATERPILLAR

1.01%

US5128073062

0.88%

WALMART INC

0.76%

COSTCO WHOLESALE

0.73%

Frequently asked questions about SHDG and AVUS

How have the SHDG and AVUS ETFs performed in 2026?

As of June 18, 2026, SHDG is up 1.2% year-to-date (YTD), while AVUS has returned 14.75%. That puts AVUS better performer ahead so far this year.

Which ETF is attracting more investor money: SHDG or AVUS?

Year-to-date, the SHDG ETF saw -$4M in flows, compared to +$1.57B for AVUS.

Which ETF is more volatile: SHDG or AVUS?

Over the past year, SHDG had a volatility of 7.39%, while AVUS experienced 12.72%.

Which ETF is bigger: SHDG or AVUS?

As of June 18, 2026, SHDG holds $164.08 M in assets under management (AUM), while AVUS manages $13.65 B.

What sectors do the SHDG and AVUS ETFs invest in?

SHDG leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, AVUS focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the SHDG ETF and AVUS ETF?

SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. AVUS holds in its top three: NVIDIA, APPLE and AMAZON.COM INC.

Which ETF is more diversified: SHDG or AVUS?

SHDG holds 504 securities with 45.23% of its assets in the top 15. AVUS has 1880 securities and a top 15 weight of 32.89%.

Avantis Plans to Launch New Suite of Value Factor ETFs

May 5, 2023

AVUS

SHDGvsAVUSETF Comparison

Soundwatch Hedged Equity ETF - USD

Avantis U.S. Equity ETF

SHDG vs AVUS performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SHDG and AVUS ETFs performed in 2026?

As of June 18, 2026, SHDG is up 1.2% year-to-date (YTD), while AVUS has returned 14.75%. That puts AVUS better performer ahead so far this year.

Which ETF is attracting more investor money: SHDG or AVUS?

Year-to-date, the SHDG ETF saw -$4M in flows, compared to +$1.57B for AVUS.

Which ETF is more volatile: SHDG or AVUS?

Over the past year, SHDG had a volatility of 7.39%, while AVUS experienced 12.72%.

Which ETF is bigger: SHDG or AVUS?

As of June 18, 2026, SHDG holds $164.08 M in assets under management (AUM), while AVUS manages $13.65 B.

What sectors do the SHDG and AVUS ETFs invest in?

SHDG leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, AVUS focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the SHDG ETF and AVUS ETF?

SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. AVUS holds in its top three: NVIDIA, APPLE and AMAZON.COM INC.

Which ETF is more diversified: SHDG or AVUS?

SHDG holds 504 securities with 45.23% of its assets in the top 15. AVUS has 1880 securities and a top 15 weight of 32.89%.

Avantis Plans to Launch New Suite of Value Factor ETFs

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