Screener
SHDG vs DIVY
Soundwatch Hedged Equity ETF vs Sound Equity Income ETF
Key differences
SHDG is an alternative ETF, while DIVY is an equity ETF. SHDG charges 0.91% a year and DIVY 0.45%.
- SHDG is an alternative fund, while DIVY is an equity fund. They carry different risk/return profiles.
- SHDG follows a long short strategy; DIVY uses active selection.
- 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
| SHDG | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.45% |
| Fund size (AUM) | $164M | $28M |
| Since | 2016 | 2020 |
| Dividend yield | 0.49% | 3.10% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +11.6% | +19.4% |
| CAGR 3Y | +12.8% | +9.4% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 0.85 | 0.44 |
| Volatility 1Y | 7.78% | 13.06% |
| Max drawdown | -15.82% | -18.23% |
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