Compare · 2 funds side by side · dividends reinvested

SHDG and VOO

SHDGSoundWatch Capital×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

SHDG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.3

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.49%+0.8%+2.3%+13.6%[…]−6.6%9.0%$157M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHDG 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Soundwatch Hedged Equity ETF · $157M[…]

SHDG

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

SHDGMeasureVOO

+0.8%Year to dateJan 1 → Nov 5+8.4%

+2.3%1 yearTotal return+9.8%

+13.6%3 years · per year$10,000 became $14,653 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

1.01%Expense ratio$101 · $3 a year on $10k · lower is better0.03%

0.49%Trailing 12-mo yield$49 · $110 a year on $10k1.10%

−6.6%Worst dropSmaller is better−8.9%

9.0%VolatilityLower is calmer13.5%

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

2–5VOO wins

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

More Ways to See the Pairs

SHDG vs VOO: Top 5 Holdings

Today

SHDG

97.0%in top 5

VOO

in top 528.3%

SHDGStockVOO

97.0%IVVnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SHDG vs VOO Returns, Every Period

SoundWatch CapitalSHDG

+2.3%

past year

VOOVanguard

+9.8%

past year

SHDGVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: SHDG vs VOO

YTD

SoundWatch CapitalSHDG

+0.8%

VOOVanguard

+8.4%

+0.8%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

9.0%Volatility · 1Y13.5%

0.5%Yield1.1%

$157MAssets$1.00T

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHDG, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SHDG1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHDG, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SHDG0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SHDG$49 − $101 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHDG, VOO

Today

0.0%most shared, SHDG and VOO

SHDGVOO

SHDG—0.0%

VOO0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

SHDGWorst drop−6.6%9.0% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSHDG

+8.4%Year to date+0.8%

1.1%Yield0.5%

+9.8%Past year+2.3%

0.03%Fee1.01%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026