Screener
DIVY vs SHDG
Sound Equity Income ETF vs Soundwatch Hedged Equity ETF
Key differences
DIVY is an equity ETF, while SHDG is an alternative ETF. DIVY charges 0.45% a year and SHDG 0.91%.
- DIVY is an equity fund, while SHDG is an alternative fund. They carry different risk/return profiles.
- DIVY follows a active selection strategy; SHDG uses long short.
- DIVY costs 0.46% less per year.
- SHDG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SHDG has delivered higher annualized returns.
Side-by-side comparison
| DIVY | SHDG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.91% |
| Fund size (AUM) | $28M | $164M |
| Since | 2020 | 2016 |
| Dividend yield | 3.10% | 0.49% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +18.5% | +11.3% |
| CAGR 3Y | +9.7% | +12.6% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.83 |
| Volatility 1Y | 13.03% | 7.78% |
| Max drawdown | -18.23% | -15.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.