Screener
SHDG vs FXED
Soundwatch Hedged Equity ETF vs Sound Enhanced Fixed Income ETF
Key differences
SHDG is an alternative ETF, while FXED is a fixed income ETF. SHDG charges 0.91% a year and FXED 1.89%.
- SHDG is an alternative fund, while FXED is a fixed income fund. They carry different risk/return profiles.
- SHDG follows a long short strategy; FXED uses active selection.
- SHDG costs 0.98% less per year.
- SHDG is much larger than FXED. 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 | FXED | |
|---|---|---|
| Annual cost (TER) | 0.91% | 1.89% |
| Fund size (AUM) | $164M | $40M |
| Since | 2016 | 2020 |
| Dividend yield | 0.49% | 7.10% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +11.6% | +4.5% |
| CAGR 3Y | +12.8% | +6.6% |
| CAGR 5Y | N/A | +2.3% |
| Sharpe 3Y | 0.85 | 0.38 |
| Volatility 1Y | 7.78% | 6.85% |
| Max drawdown | -15.82% | -20.07% |
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