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Soundwatch Hedged Equity ETF
SHDG performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -2.03% | +0.98% | +2.15% | +5.52% | +40.53% | |
| Flows | -$7M | -$10M | -$14M | -$16M | -$308K | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Options Strategies |
| Provider | Soundwatch Capital |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | October 24, 2022 |
| ESG | No |
More data and info about SHDG on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +7.62% | +7.71% | +10.42% | |
Max drawdown | -2.49% | -6.58% | -15.48% | |
Max drawdown duration | 16d | 150d | 153d | N/A |
Time to recover | 3d | 95d | 106d | N/A |
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 1.01%, 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 September 16, 2026, SHDG manages $155.72 M, reflecting the total assets held in the fund.
How has SHDG performed recently?
As of September 16, 2026, SHDG delivered a return of -2.03% over the past month (1M performance), 0.98% over the past three months (3M), and 2.15% year-to-date (YTD).
What are the recent fund flows for SHDG?
As of September 16, 2026, SHDG has seen net flows of -$7M in the past month (1M flow) and -$14M year-to-date (YTD).
Does SHDG pay dividends?
As of September 16, 2026, SHDG has a trailing 12-month distribution yield of 0.48%.
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