Screener
SHDG vs QBER
Soundwatch Hedged Equity ETF vs TrueShares Quarterly Bear Hedge
Key differences
SHDG is an alternative ETF, while QBER is an equity ETF. SHDG charges 0.91% a year and QBER 0.79%.
- SHDG is an alternative fund, while QBER is an equity fund. They carry different risk/return profiles.
- SHDG follows a long short strategy; QBER uses inverse.
- QBER costs 0.12% less per year.
- SHDG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHDG | QBER | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.79% |
| Fund size (AUM) | $164M | $79M |
| Since | 2016 | 2024 |
| Dividend yield | 0.49% | 3.29% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | inverse |
| CAGR 1Y | +11.6% | -0.1% |
| CAGR 3Y | +12.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 7.78% | 3.68% |
| Max drawdown | -15.82% | -5.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.