SHDGvsJEPQETF Comparison
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Soundwatch Hedged Equity ETF (SHDG) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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 JEPQ. SHDG is up 3.03% year-to-date (YTD) with -$16M in YTD flows. JEPQ performs better with 8.35% YTD performance, and +$10.69B in YTD flows. Run a side-by-side ETF comparison of SHDG and JEPQ 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 JEPQ 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 JEPQ | -0.36%-5.12% | +2.03%+2.73% | +3.03%+8.35% | +4.11%+9.75% | +50.37%+73.89% | n/an/a |
| Flows | SHDG JEPQ | -+$1.15B | -$8M+$3.51B | -$16M+$10.69B | -$17M+$11.93B | -$3M+$33.74B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG JEPQ | +8.49%+13.77% | +7.89%+15.57% | +10.36%+15.86% | n/an/a |
| Max drawdown | SHDG JEPQ | -2.35%-6.04% | -6.58%-8.85% | -15.48%-20.17% | n/an/a |
| Max drawdown duration | SHDG JEPQ | 36d23d | 150d76d | 153d169d | n/an/a |
Trading data
SHDG | JEPQ | |
Last sale 10/30/2026 at 1:30 PM | $33.25 | $56.24 |
| Previous close 10/30/2026 | $33.70 | $57.58 |
| Consolidated volume 10/30/2026 | ||
| 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 | JEPQ | |
|---|---|---|
| Last price | $33.25 | $56.24 |
| 1D performance | -1.34% | -2.33% |
| AuM | $155.39 M | $42.76 B |
| E/R | 1.01% | 0.35% |
Characteristics
SHDG | JEPQ | |
|---|---|---|
| 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 3, 2022 |
| ESG | No | No |
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Exposure
Countries
SHDG
Data will be available soon
JEPQ
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Sectors
SHDG
Data will be available soon
JEPQ
Data will be available soon
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Diversification
SHDG
Data will be available soon
JEPQ
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Top 15 holdings
Data as of January 1, 1970
SHDG
Data will be available soon
JEPQ
Data will be available soon
Frequently asked questions about SHDG and JEPQ
How have the SHDG and JEPQ ETFs performed in 2026?
As of October 30, 2026, SHDG is up 3.03% year-to-date (YTD), while JEPQ has returned 8.35%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or JEPQ?
Year-to-date, the SHDG ETF saw -$16M in flows, compared to +$10.69B for JEPQ.
Which ETF is more volatile: SHDG or JEPQ?
Over the past year, SHDG had a volatility of 7.89%, while JEPQ experienced 15.57%.
Which ETF is bigger: SHDG or JEPQ?
As of October 30, 2026, SHDG holds $155.39 M in assets under management (AUM), while JEPQ manages $42.76 B.
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