SHDGvsSPYIETF Comparison
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Soundwatch Hedged Equity ETF (SHDG) and NEOS S&P 500 High Income ETF (SPYI) belong to the same industry segment: Options Strategies. SHDG is more expensive with a Total Expense Ratio (TER) of 1.01%, versus 0.68% for SPYI. SHDG is up 3.03% year-to-date (YTD) with -$16M in YTD flows. SPYI performs better with 10.37% YTD performance, and +$5.62B in YTD flows. Run a side-by-side ETF comparison of SHDG and SPYI 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 SPYI 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 SPYI | -0.36%-0.43% | +2.03%+2.86% | +3.03%+10.37% | +4.11%+12.11% | +50.37%+65.27% | n/an/a |
| Flows | SHDG SPYI | -+$392M | -$8M+$1.61B | -$16M+$5.62B | -$17M+$6.60B | -$3M+$11.87B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG SPYI | +8.49%+8.40% | +7.89%+10.84% | +10.36%+12.51% | n/an/a |
| Max drawdown | SHDG SPYI | -2.35%-2.18% | -6.58%-7.69% | -15.48%-16.58% | n/an/a |
| Max drawdown duration | SHDG SPYI | 36d17d | 150d48d | 153d125d | n/an/a |
Trading data
SHDG | SPYI | |
Last sale 10/30/2026 at 1:30 PM | $33.25 | $52.43 |
| Previous close 10/29/2026 | $33.70 | $53.28 |
| 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 | SPYI | |
|---|---|---|
| Last price | $33.25 | $52.43 |
| 1D performance | -1.34% | -1.60% |
| AuM | $155.39 M | $12.47 B |
| E/R | 1.01% | 0.68% |
Characteristics
SHDG | SPYI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Soundwatch Capital | NEOS Investment Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2022 | August 30, 2022 |
| ESG | No | No |
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Exposure
Countries
SHDG
Data will be available soon
SPYI
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Sectors
SHDG
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SPYI
Data will be available soon
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Diversification
SHDG
Data will be available soon
SPYI
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Top 15 holdings
Data as of January 1, 1970
SHDG
Data will be available soon
SPYI
Data will be available soon
Frequently asked questions about SHDG and SPYI
How have the SHDG and SPYI ETFs performed in 2026?
As of October 30, 2026, SHDG is up 3.03% year-to-date (YTD), while SPYI has returned 10.37%. That puts SPYI better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or SPYI?
Year-to-date, the SHDG ETF saw -$16M in flows, compared to +$5.62B for SPYI.
Which ETF is more volatile: SHDG or SPYI?
Over the past year, SHDG had a volatility of 7.89%, while SPYI experienced 10.84%.
Which ETF is bigger: SHDG or SPYI?
As of October 30, 2026, SHDG holds $155.39 M in assets under management (AUM), while SPYI manages $12.47 B.
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