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SHDGvsDEMZETF 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

DEMZ

The Democratic Large-Cap Core ETF

This fund is part of

US Large Cap

+1.25%

Full DEMZ fund page

Soundwatch Hedged Equity ETF - USD (SHDG) belongs to the Options Strategies segment. The Democratic Large-Cap Core ETF (DEMZ) is part of the US Large Cap segment. SHDG's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, DEMZ's top sector exposures are Information Technology, Communication Services and Financials. SHDG is more expensive with a Total Expense Ratio (TER) of 1.01%, versus 0.45% for DEMZ. SHDG is up 1.2% year-to-date (YTD) with -$4M in YTD flows. DEMZ performs better with 9.59% YTD performance, and +$6M in YTD flows. Run a side-by-side ETF comparison of SHDG and DEMZ 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 DEMZ 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 DEMZ	+0.83%+6.15%	+3.79%+14.31%	+1.20%+9.59%	+12.01%+26.15%	+40.59%+78.68%	n/a+86.84%
Flows	SHDG DEMZ	-$2M-$2K	-$2M+$2M	-$4M+$6M	-$6M+$11M	+$12M+$19M	-+$39M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SHDG DEMZ	+5.10%+17.60%	+7.39%+14.57%	+10.44%+16.00%	n/a+18.41%
Max drawdown	SHDG DEMZ	-2.62%-4.76%	-6.58%-12.25%	-15.48%-19.10%	n/a-27.17%
Max drawdown duration	SHDG DEMZ	21d19d	136d94d	153d187d	n/a719d

Trading data

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	SHDG	DEMZ
Last sale 6/18/2026 at 1:30 PM	$32.66	$46.77
Previous close 06/18/2026	$32.63	$46.08
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	DEMZ
Last price	$32.66	$46.77
1D performance	+0.09%	+1.49%
AuM	$164.08 M	$65.43 M
E/R	1.01%	0.45%

Characteristics

	SHDG	DEMZ
Management strategy	Active	Active
Provider	Soundwatch Capital	Reflection Asset Management
Benchmark	-	-
N° of holdings	478	42
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	October 24, 2022	November 2, 2020
ESG	No	No

More SHDG data on Trackinsight

More DEMZ data on Trackinsight

Exposure

Countries

SHDG

USA

100.12%

Other

-0.12%

DEMZ

USA

95.9%

Other

4.1%

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%

DEMZ

Information Techn.

40.18%

Communication Ser.

13.92%

Financials

8.88%

Industrials

7.11%

Other

29.91%

Diversification

SHDG

Total weight of top 15 holdings out of 15

45.23%

DEMZ

Total weight of top 15 holdings out of 15

59.66%

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%

DEMZ

NVIDIA

5.48%

MICROSOFT-T

5.08%

APPLE

5.03%

KLA CORPORATION

4.81%

US5128073062

4.67%

AMPHENOL

4.44%

LOEWS

4.42%

COSTCO WHOLESALE

4.24%

NORDSON

3.91%

META PLATFORMS

3.54%

XYLEM

3.20%

ADVANCED MICRO DEVICES

3.01%

AVERY DENNISON

2.82%

ALPHABET INC-CL

2.64%

ALPHABET INC-CL

2.37%

Frequently asked questions about SHDG and DEMZ

How have the SHDG and DEMZ ETFs performed in 2026?

As of June 18, 2026, SHDG is up 1.2% year-to-date (YTD), while DEMZ has returned 9.59%. That puts DEMZ better performer ahead so far this year.

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

Year-to-date, the SHDG ETF saw -$4M in flows, compared to +$6M for DEMZ.

Which ETF is more volatile: SHDG or DEMZ?

Over the past year, SHDG had a volatility of 7.39%, while DEMZ experienced 14.57%.

Which ETF is bigger: SHDG or DEMZ?

As of June 18, 2026, SHDG holds $164.08 M in assets under management (AUM), while DEMZ manages $65.43 M.

What sectors do the SHDG and DEMZ ETFs invest in?

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

SHDGvsDEMZETF Comparison

Soundwatch Hedged Equity ETF - USD

The Democratic Large-Cap Core ETF

SHDG vs DEMZ 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 DEMZ ETFs performed in 2026?

As of June 18, 2026, SHDG is up 1.2% year-to-date (YTD), while DEMZ has returned 9.59%. That puts DEMZ better performer ahead so far this year.

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

Year-to-date, the SHDG ETF saw -$4M in flows, compared to +$6M for DEMZ.

Which ETF is more volatile: SHDG or DEMZ?

Over the past year, SHDG had a volatility of 7.39%, while DEMZ experienced 14.57%.

Which ETF is bigger: SHDG or DEMZ?

As of June 18, 2026, SHDG holds $164.08 M in assets under management (AUM), while DEMZ manages $65.43 M.

What sectors do the SHDG and DEMZ ETFs invest in?

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

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

SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. DEMZ holds in its top three: NVIDIA, MICROSOFT-T and APPLE.

Which ETF is more diversified: SHDG or DEMZ?

SHDG holds 504 securities with 45.23% of its assets in the top 15. DEMZ has 44 securities and a top 15 weight of 59.66%.

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