Screener
SHDG vs OEI
Soundwatch Hedged Equity ETF vs Optimized Equity Income ETF
Key differences
Both SHDG and OEI are alternative ETFs. SHDG charges 0.91% a year and OEI 0.01%. The main difference: SHDG follows a long short strategy; OEI uses option income.
- SHDG follows a long short strategy; OEI uses option income.
- OEI costs 0.90% less per year.
- SHDG is much larger than OEI. Larger funds are usually more liquid and less likely to close.
- SHDG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHDG | OEI | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.01% |
| Fund size (AUM) | $164M | $42M |
| Since | 2016 | 2025 |
| Dividend yield | 0.49% | — |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +11.6% | N/A |
| CAGR 3Y | +12.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 7.78% | — |
| Max drawdown | -15.82% | -6.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.