SHDG vs VTI
Soundwatch Hedged Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SHDG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.91% | 0.03% | |
| AUM | $166M | $666.9B | |
| Dividend Yield | 0.49% | 1.07% | |
| Holdings | 8 | 3,543 | |
| YTD Return | +4.47% | +14.82% | |
| 1Y Return | +9.38% | +22.43% | |
| 3Y Return (annualized) | +12.74% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 9.7% | 15.4% | |
| Max Drawdown | -15.8% | -56.6% | |
| Fund Family | Trust For Advised Portfolios | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2022 | May 24, 2001 |
SHDG vs VTI Performance
Soundwatch Hedged Equity ETF (SHDG) is a ETF from Trust For Advised Portfolios and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SHDG returned +9.38% while VTI returned +22.43%. Year to date, SHDG is up 4.47% versus a gain of 14.82% for VTI.
Over three years, SHDG compounded at +12.74% per year against +21.93% for VTI. Across the full 4-year window we track, SHDG has the edge at +14.56% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 9.7% for SHDG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.8% for SHDG and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SHDG charges 0.91% per year while VTI charges 0.03%. On a $10,000 position that is $91 vs $3 annually, a gap of $88 per year that compounds over a long holding period. On income, SHDG currently yields 0.49% against 1.07% for VTI.
Holdings Overlap
SHDG and VTI share 0 holdings out of 2789 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SHDG or VTI?
SHDG has an expense ratio of 0.91% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
Which performed better, SHDG or VTI?
Over the past year SHDG returned +9.38% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), SHDG annualized +14.56% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, SHDG or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 9.7% for SHDG. Worst drawdown: SHDG -15.8% vs VTI -56.6%.
Should I hold both SHDG and VTI?
SHDG and VTI have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between SHDG and VTI?
SHDG and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, SHDG or VTI?
SHDG yields 0.49% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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