HELO vs SHDG
YTDYear to date
HELO wins+1.7 pts
Past year
HELO wins+2.0 pts
Fee
HELO winslower fee
Yield
HELO wins+0.1 pts
AUM
HELO30.9× more
4–0HELO wins
HELO and SHDG · year-to-date · as of Nov 5, 2026 · AUM not scored
SHDG vs S&P 500
YTD$32.56 · −3.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−3.1%−4.0%−3.0%+0.8%+2.3%+46.5%—+62.5%
Peer average−2.4%−3.8%−3.5%+4.0%+4.9%+51.4%+49.5%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
SoundWatch Capital SHDG and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
SHDG’s Holdings
TodaySoundWatch Capital SHDG · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +2.5% | +2.5% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +3.6% | +3.6% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.3% | +2.8% | +2.8% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +6.0% | +6.0% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +6.7% | +6.7% | $731M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +14.7% | +14.7% | $635M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −3.1% | −3.1% | $493M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +5.6% | +5.6% | $310M | |
| 9 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $200M | |
| 10 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +0.8% | +0.8% | $157M | |
| 11 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +7.0% | +7.0% | $150M | |
| 12 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.1% | +6.2% | +6.2% | $135M | |
| 13 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.1% | +5.8% | +5.8% | $104M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +10.6% | +10.6% | $96.7M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.9% | +0.2% | +0.2% | $48.4M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +5.4% | +5.4% | $43.9M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 5, 2026
SHDG Payouts by Year
4YLatest payout, Dec 2025
$0.16
a share · once a year
0.5% yield
0.5% yield
4 years added up
$0.83 a share
$0.83 a share
SoundWatch Capital SHDG · per-share distributions by ex-date · 2022–2025
SHDG’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | −2.7% | +2.5% | +4.3% | $4.9B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | −1.1% | +3.6% | +5.3% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.3% | −3.6% | +2.8% | +3.6% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | −2.2% | +6.0% | +6.3% | $986M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.2% | +6.7% | +6.2% | $731M | |
| 6 | SHDG | Soundwatch Hedged Equity ETFThis fund | 1.01% | 0.5% | −3.1% | +0.8% | +2.3% | $157M |
#25 of 29 this year · #29 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
SHDG and its peer group · total return · as of Nov 6, 2026
Cards for This View
SHDG’s Top 10 Holdings
Today97.0%of SHDG sits in these 1
SoundWatch Capital SHDG · weight in the fund · as of Nov 5, 2026
SHDG’s Holdings
TodaySoundWatch Capital SHDG · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
SHDG vs Peer Average
YTDSHDGAvsBPeer average
1D−3.1%−2.4%
1M−4.0%−3.8%
3M−3.0%−3.5%
YTD+0.8%+4.0%
1Y+2.3%+4.9%
3Y+46.5%+51.4%
5Y[…]+49.5%
1–5Peer average wins
30 Hedged equity peers · each row scaled to its leader