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SHDG vs HEDG

Soundwatch Hedged Equity ETF vs Equable Shares Hedged Equity ETF

SHDG

Soundwatch Hedged Equity ETF

Annual cost

0.91%

Fund size

$164M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

Both SHDG and HEDG are alternative ETFs. SHDG charges 0.91% a year and HEDG 0.96%.

Side-by-side comparison

SHDGHEDG
Annual cost (TER)0.91%0.96%
Fund size (AUM)$164M$401M
Since20162019
Dividend yield0.49%2.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1Y+11.6%N/A
CAGR 3Y+12.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.85N/A
Volatility 1Y7.78%
Max drawdown-15.82%-3.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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