Compare · 2 funds side by side · dividends reinvested

SHDG and SPY

SHDGSoundWatch Capital×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

SHDG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.49%+0.9%+2.1%+13.4%[…]−6.6%9.0%$152M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SHDG 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Soundwatch Hedged Equity ETF · $152M[…]

SHDG

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SHDGMeasureSPY

+0.9%Year to dateJan 1 → Nov 6+8.7%

+2.1%1 yearTotal return+9.7%

+13.4%3 years · per year$10,000 became $14,567 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

1.01%Expense ratio$101 · $9 a year on $10k · lower is better0.09%

0.49%Trailing 12-mo yield$49 · $103 a year on $10k1.03%

−6.6%Worst dropSmaller is better−8.9%

9.0%VolatilityLower is calmer13.6%

SHDGSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHDG vs SPY: Top 5 Holdings

Today

SHDG

95.7%in top 5

SPY

in top 527.8%

SHDGStockSPY

95.7%IVVnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SHDG vs SPY Returns, Every Period

SoundWatch CapitalSHDG

+2.1%

past year

SPYSPDR

+9.7%

past year

SHDGSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: SHDG vs SPY

YTD

SoundWatch CapitalSHDG

+0.9%

SPYSPDR

+8.7%

+0.9%Year to date+8.7%

−6.6%Worst drop · 1Y−8.9%

9.0%Volatility · 1Y13.6%

0.5%Yield1.0%

$152MAssets$819B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHDG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SHDG1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SHDG, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SHDG0.49%$49

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SHDG$49 − $101 = −$52

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SHDG, SPY

Today

0.0%most shared, SHDG and SPY

SHDGSPY

SHDG—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SHDGWorst drop−6.6%9.0% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSHDG

+8.7%Year to date+0.9%

1.0%Yield0.5%

+9.7%Past year+2.1%

0.09%Fee1.01%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026