SHDG vs VXUS
Soundwatch Hedged Equity ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | SHDG | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.91% | 0.05% | |
| AUM | $160M | $156.5B | |
| Dividend Yield | 0.49% | 2.60% | |
| Holdings | 8 | 8,747 | |
| YTD Return | +3.89% | +14.57% | |
| 1Y Return | +10.99% | +27.82% | |
| 3Y Return (annualized) | +12.10% | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 9.7% | 15.1% | |
| Max Drawdown | -15.8% | -39.9% | |
| Fund Family | Trust For Advised Portfolios | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2022 | Jan 26, 2011 |
SHDG vs VXUS Performance
Soundwatch Hedged Equity ETF (SHDG) is a ETF from Trust For Advised Portfolios and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SHDG returned +10.99% while VXUS returned +27.82%. Year to date, SHDG is up 3.89% versus a gain of 14.57% for VXUS.
Over three years, SHDG compounded at +12.10% per year against +19.27% for VXUS. Across the full 4-year window we track, SHDG has the edge at +14.47% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SHDG charges 0.91% per year while VXUS charges 0.05%. On a $10,000 position that is $91 vs $5 annually, a gap of $86 per year that compounds over a long holding period. On income, SHDG currently yields 0.49% against 2.60% for VXUS.
Holdings Overlap
SHDG and VXUS share 0 holdings out of 7863 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 VXUS?
SHDG has an expense ratio of 0.91% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, SHDG or VXUS?
Over the past year SHDG returned +10.99% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), SHDG annualized +14.47% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, SHDG or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 9.7% for SHDG. Worst drawdown: SHDG -15.8% vs VXUS -39.9%.
Should I hold both SHDG and VXUS?
SHDG and VXUS have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHDG and VXUS?
SHDG and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7863 unique securities.
Which pays a higher dividend, SHDG or VXUS?
SHDG yields 0.49% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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