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SHDGvsIVVETF Comparison
Soundwatch Hedged Equity ETF - USD (SHDG) belongs to the Options Strategies segment. iShares Core S&P 500 ETF (IVV) is part of the US Large Cap segment. 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 0.03% for IVV. SHDG is down -0.42% year-to-date (YTD) with -$2M in YTD flows. IVV performs worse with -0.7% YTD performance, and -$22.37B in YTD flows. Run a side-by-side ETF comparison of SHDG and IVV 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 IVV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHDG IVV | -1.75%-2.18% | -0.84%-1.24% | -0.42%-0.70% | +14.28%+22.29% | +55.23%+83.02% | n/a+86.84% |
| Flows | SHDG IVV | -$812K-$13.59B | -$2M+$20.60B | -$2M-$22.37B | -$3M+$55.75B | +$13M+$182.24B | -+$222.61B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG IVV | +8.89%+11.86% | +12.60%+18.25% | +10.85%+14.81% | n/a+16.82% |
| Max drawdown | SHDG IVV | -2.45%-3.28% | -10.54%-13.71% | -15.48%-18.75% | n/a-24.51% |
| Max drawdown duration | SHDG IVV | 36d42d | 45d45d | 153d126d | n/a708d |
SHDG | IVV | |
Last sale 3/11/2026 at 1:30 PM | $32.11 | $679.39 |
| Previous close 03/10/2026 | $32.13 | $680.12 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHDG | IVV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHDG | IVV | |
|---|---|---|
| Last price | $32.11 | $679.39 |
| 1D performance | -0.08% | -0.11% |
| AuM | $163.86 M | $733.16 B |
| E/R | 0.63% | 0.03% |
SHDG | IVV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Soundwatch Capital | iShares |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 479 | 479 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2022 | May 15, 2000 |
| 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 IVV ETFs performed in 2026?
As of March 10, 2026, SHDG is down -0.42% year-to-date (YTD), while IVV has lost -0.7%. That puts SHDG better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or IVV?
Year-to-date, the SHDG ETF saw -$2M in flows, compared to -$22.37B for IVV.
Which ETF is more volatile: SHDG or IVV?
Over the past year, SHDG had a volatility of 12.6%, while IVV experienced 18.25%.
Which ETF is bigger: SHDG or IVV?
As of March 10, 2026, SHDG holds $163.86 M in assets under management (AUM), while IVV manages $733.16 B.
What sectors do the SHDG and IVV ETFs invest in?
SHDG leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, IVV focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the SHDG ETF and IVV ETF?
SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. IVV holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SHDG or IVV?
SHDG holds 504 securities with 43.09% of its assets in the top 15. IVV has 504 securities and a top 15 weight of 43.92%.
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