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XDIVvsSHDGETF Comparison
Roundhill S&P 500 No Dividend Target ETF (XDIV) belongs to the US Large Cap segment. Soundwatch Hedged Equity ETF - USD (SHDG) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Financials. XDIV is less expensive with a Total Expense Ratio (TER) of 0.215%, versus 0.63% for SHDG. XDIV is down -0.72% year-to-date (YTD) with +$8M in YTD flows. SHDG performs better with -0.42% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of XDIV and SHDG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
XDIV vs SHDG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XDIV SHDG | -2.18%-1.75% | -1.20%-0.84% | -0.72%-0.42% | n/a+14.28% | n/a+55.23% | n/an/a |
| Flows | XDIV SHDG | +$2M-$812K | +$15M-$2M | +$8M-$2M | --$3M | -+$13M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XDIV SHDG | +11.38%+8.89% | n/a+12.60% | n/a+10.85% | n/an/a |
| Max drawdown | XDIV SHDG | -3.32%-2.45% | n/a-10.54% | n/a-15.48% | n/an/a |
| Max drawdown duration | XDIV SHDG | 41d36d | n/a45d | n/a153d | n/an/a |
XDIV | SHDG | |
Last sale 3/11/2026 at 1:30 PM | $32.11 | |
| Previous close 03/10/2026 | $32.13 | |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
XDIV | SHDG | |
|---|---|---|
| Last price | – | $32.11 |
| 1D performance | – | -0.07% |
| AuM | $35.17 M | $163.86 M |
| E/R | 0.215% | 0.63% |
XDIV | SHDG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Roundhill Investments | Soundwatch Capital |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 10, 2025 | October 24, 2022 |
| 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 XDIV and SHDG ETFs performed in 2026?
As of March 10, 2026, XDIV is down -0.72% year-to-date (YTD), while SHDG has lost -0.42%. That puts SHDG better performer ahead so far this year.
Which ETF is attracting more investor money: XDIV or SHDG?
Year-to-date, the XDIV ETF saw +$8M in flows, compared to -$2M for SHDG.
Which ETF is bigger: XDIV or SHDG?
As of March 10, 2026, XDIV holds $35.17 M in assets under management (AUM), while SHDG manages $163.86 M.
What sectors do the XDIV and SHDG ETFs invest in?
XDIV leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, SHDG focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the XDIV ETF and SHDG ETF?
XDIV top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: XDIV or SHDG?
XDIV holds 505 securities with 43.91% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 43.09%.
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