SHDG vs VOO

ASHDG

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−6.6%SHDG · worst fall in 1Y

Held in common0.0%SHDG and VOO

Soundwatch Hedged Equity ETF · $155MVanguard S&P 500 ETF · $1.00T

+13.0%3 years · per year$14,443 · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

1.01%Expense ratio$101 · $3 on $10k · lower wins0.03%

0.48%12-mo yield$48 · $108 on $10k1.08%

Cards for this view

SHDG

Soundwatch Hedged Equity

[…]

VOO

Vanguard S&P 500

$17,416

MeasureSHDGVOO

Fee1.01%0.03%

Cost on $10k a year$101$3

Yield0.48%1.08%

5 years, per year[…]+11.7%

3 years, per year+13.0%+21.5%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.1%

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	ASHDG	Soundwatch Hedged Equity ETFRead Desk	1.01%	0.48%	−0.3%	+2.4%	+4.5%	+13.0%	new	−6.6%	$155M