SHDGvsJEPIETF Comparison
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Soundwatch Hedged Equity ETF (SHDG) and JPMorgan Equity Premium Income ETF (JEPI) belong to the same industry segment: Options Strategies. SHDG is more expensive with a Total Expense Ratio (TER) of 1.01%, versus 0.35% for JEPI. SHDG is up 3.03% year-to-date (YTD) with -$16M in YTD flows. JEPI performs better with 6.81% YTD performance, and +$4.37B in YTD flows. Run a side-by-side ETF comparison of SHDG and JEPI 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 JEPI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHDG JEPI | -0.36%+3.05% | +2.03%+2.49% | +3.03%+6.81% | +4.11%+9.57% | +50.37%+40.00% | n/a+43.64% |
| Flows | SHDG JEPI | --$189M | -$8M+$285M | -$16M+$4.37B | -$17M+$5.02B | -$3M+$14.41B | -+$41.25B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG JEPI | +8.49%+6.14% | +7.89%+8.11% | +10.36%+10.02% | n/a+11.16% |
| Max drawdown | SHDG JEPI | -2.35%-3.20% | -6.58%-6.70% | -15.48%-13.24% | n/a-13.83% |
| Max drawdown duration | SHDG JEPI | 36d63d | 150d156d | 153d180d | n/a420d |
Trading data
SHDG | JEPI | |
Last sale 10/30/2026 at 1:30 PM | $33.25 | $57.56 |
| Previous close 10/29/2026 | $33.70 | $57.93 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
SHDG | JEPI | |
|---|---|---|
| Last price | $33.25 | $57.56 |
| 1D performance | -1.34% | -0.64% |
| AuM | $155.39 M | $46.17 B |
| E/R | 1.01% | 0.35% |
Characteristics
SHDG | JEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Soundwatch Capital | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2022 | May 20, 2020 |
| ESG | No | No |
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Exposure
Countries
SHDG
Data will be available soon
JEPI
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Sectors
SHDG
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JEPI
Data will be available soon
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Diversification
SHDG
Data will be available soon
JEPI
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Top 15 holdings
Data as of January 1, 1970
SHDG
Data will be available soon
JEPI
Data will be available soon
Frequently asked questions about SHDG and JEPI
How have the SHDG and JEPI ETFs performed in 2026?
As of October 30, 2026, SHDG is up 3.03% year-to-date (YTD), while JEPI has returned 6.81%. That puts JEPI better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or JEPI?
Year-to-date, the SHDG ETF saw -$16M in flows, compared to +$4.37B for JEPI.
Which ETF is more volatile: SHDG or JEPI?
Over the past year, SHDG had a volatility of 7.89%, while JEPI experienced 8.11%.
Which ETF is bigger: SHDG or JEPI?
As of October 30, 2026, SHDG holds $155.39 M in assets under management (AUM), while JEPI manages $46.17 B.
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