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SHDGvsHEQTETF Comparison
Soundwatch Hedged Equity ETF - USD (SHDG) and Simplify Hedged Equity ETF (HEQT) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Financials. SHDG is more expensive with a Total Expense Ratio (TER) of 0.63%, versus 0.2% for HEQT. SHDG is down -1.7% year-to-date (YTD) with -$2M in YTD flows. HEQT performs better with 0.41% YTD performance, and -$32K in YTD flows. Run a side-by-side ETF comparison of SHDG and HEQT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHDG vs HEQT performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHDG HEQT | -1.86%-1.20% | -1.45%+0.22% | -1.70%+0.41% | +13.22%+13.46% | +53.50%+50.66% | n/an/a |
| Flows | SHDG HEQT | -$812K-$10M | -$2M-$32K | -$2M-$32K | -$3M-$101M | +$13M+$170M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG HEQT | +8.98%+6.77% | +12.65%+7.64% | +10.86%+7.65% | n/an/a |
| Max drawdown | SHDG HEQT | -3.30%-1.78% | -10.54%-5.70% | -15.48%-10.18% | n/an/a |
| Max drawdown duration | SHDG HEQT | 38d14d | 45d45d | 153d149d | n/an/a |
SHDG | HEQT | |
Last sale 3/12/2026 at 6:39 PM | $31.76 | $31.78 |
| Previous close 03/12/2026 | $32.11 | $32.13 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SHDG | HEQT | |
|---|---|---|
| Last price | $31.76 | $31.78 |
| 1D performance | -1.10% | -1.09% |
| AuM | $161.75 M | $331.95 M |
| E/R | 0.63% | 0.2% |
SHDG | HEQT | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Soundwatch Capital | Simplify |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2022 | November 2, 2021 |
| 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 SHDG and HEQT ETFs performed in 2026?
As of March 12, 2026, SHDG is down -1.7% year-to-date (YTD), while HEQT has returned 0.41%. That puts HEQT better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or HEQT?
Year-to-date, the SHDG ETF saw -$2M in flows, compared to -$32K for HEQT.
Which ETF is more volatile: SHDG or HEQT?
Over the past year, SHDG had a volatility of 12.65%, while HEQT experienced 7.64%.
Which ETF is bigger: SHDG or HEQT?
As of March 12, 2026, SHDG holds $161.75 M in assets under management (AUM), while HEQT manages $331.95 M.
What sectors do the SHDG and HEQT ETFs invest in?
SHDG leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, HEQT focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the SHDG ETF and HEQT ETF?
SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. HEQT holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SHDG or HEQT?
SHDG holds 504 securities with 43.09% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 44.25%.
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