SHDGSoundwatch Hedged Equity ETF
Seeks long-term capital appreciation.
By Soundwatch Capital · Launched 2016
Annual Cost
0.91%
#4,752 of 5,861 · expensive
Fund Size
$162M
#2,528 of 5,861 · mid-size
Dividend YieldGoal
0.49%
Track Record
9 years
#1,475 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,827+8.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 7 holdings = 99.9% of fundconcentrated
iShares Core S&P 500 ETF
103.4%
First American Government Obli
1.8%
N/ASPXW 12 C6470
0.4%
N/ASPXW 6 P6180
0.3%
N/ASPXW 12 P6470
-0.1%
N/ASPXW 6 P5650
-0.2%
N/ASPXW 6 C6940
-5.7%
Asset allocation
Stocks
97.2%
Cash
2.4%
Other
0.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.0%Low
Year-on-year price swings
Max drawdown
-15.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
0.99Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in U.S. large-cap equity securities and derivatives with similar economic characteristics. Systematically writes call options and purchases protective put options to manage downside risk while aiming for long-term capital appreciation.
- Inception date
- November 30, 2016
- Fund family
- Soundwatch Capital
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Data updated on 2026-08-04