SHDG ETF
Soundwatch Hedged Equity ETF
SHDG ETF Overview
SHDG ETF (Soundwatch Hedged Equity ETF) is managed by Trust For Advised Portfolios with $156.3M in net assets. SHDG expense ratio is 0.91%, holding 17 positions across sectors including Financials. Inception date: 2022-10-24.
SHDG performance shows a YTD return of 3.63%. The 1-year return is 8.32% and the 5-year return is 7.94%. SHDG dividend yield stands at 0.48%, paid annually.
SHDG top holdings include Ishares Core S&p 500 ETF (97.2%), First American Government Obligations Fund (2.3%), Put On S&P 500 Sep26 % 09/30/2026 (1.5%), Call On S&P 500 Sep26 % 09/30/2026 (0.7%), Put On S&P 500 Sep26 % 09/30/2026 (0.6%). 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.