SHDG ETF
Soundwatch Hedged Equity ETF
SHDG ETF Overview
SHDG ETF (Soundwatch Hedged Equity ETF) is managed by Trust For Advised Portfolios with $166.2M in net assets. SHDG expense ratio is 0.91%, holding 8 positions across sectors including Financials. Inception date: 2022-10-24.
SHDG performance shows a YTD return of 1.33%. The 1-year return is 8.43% and the 5-year return is 7.82%. SHDG dividend yield stands at 0.49%, paid annually.
SHDG top holdings include Ishares Core S&p 500 ETF (96.8%), First American Government Obligations Fund (2.4%), Spxw Us 09/30/26 P7120 (1.4%), Cash & Other (0.2%), Spxw Us 12/31/26 C7570 (0.1%). Go to all SHDG holdings, SHDG sectors, or SHDG dividends.
SHDG can be compared against other funds. Use SHDG overlap to find shared positions, or SHDG vs another fund for a side-by-side view. SHDG alternatives are available via the screener, along with tax-loss harvesting opportunities.