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Soundwatch Hedged Equity ETF - USD
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Trading data
SHDG performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.75% | -0.84% | -0.42% | +14.28% | +55.23% | |
| Flows | -$812K | -$2M | -$2M | -$3M | +$13M | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +8.89% | +12.60% | +10.85% | |
Max drawdown | -2.45% | -10.54% | -15.48% | |
Max drawdown duration | 36d | 45d | 153d | N/A |
Time to recover | N/A | 32d | 106d | N/A |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 504
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Soundwatch Capital |
| N° of holdings | 504 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | October 24, 2022 |
| ESG | No |
What type of ETF is SHDG?
SHDG is a Active ETF that provides exposure to Equity assets. It is managed by Soundwatch Capital.
What does SHDG invest in?
This ETF provides exposure to Large Cap US Equities. It is part of the segment: Options Strategies.
What is the expense ratio of SHDG?
The total expense ratio (TER) of SHDG is 0.63%, representing the annual fee charged by the fund manager.
When was SHDG launched?
SHDG was launched on October 24, 2022, marking its entry into the ETF market.
Who is the issuer of SHDG?
SHDG is issued by Soundwatch Capital.
What is the AUM of SHDG?
As of March 10, 2026, SHDG manages $163.86 M, reflecting the total assets held in the fund.
How has SHDG performed recently?
As of March 10, 2026, SHDG delivered a return of -1.75% over the past month (1M performance), -0.84% over the past three months (3M), and -0.42% year-to-date (YTD).
What are the recent fund flows for SHDG?
As of March 10, 2026, SHDG has seen net flows of -$812K in the past month (1M flow) and -$2M year-to-date (YTD).
Does SHDG pay dividends?
As of March 10, 2026, SHDG has a trailing 12-month distribution yield of 0.5%.
How many holdings are in SHDG
As of January 31, 2026, SHDG holds 504 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is SHDG?
As of January 31, 2026, SHDG holds 504 securities, with 43.09% of its assets concentrated in its top 15 holdings.
What are the top holdings of SHDG?
As of January 31, 2026, SHDG holds a portfolio of 504 underlyings, with its largest positions including NVIDIA, APPLE and MICROSOFT-T. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does SHDG invest in?
As of January 31, 2026, SHDG has its largest geographic exposures in USA.
What sectors or themes does SHDG focus on?
As of January 31, 2026, SHDG is primarily exposed to Information Technology, Communication Services and Financials.
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