Soundwatch Hedged Equity ETFSHDG
Type
ETF
Peer group
Allocation
Net assets
$164.0M
Expense ratio
0.91%
1-year return
+8.9%
3 years, a year
+12.2%
5 years, a year
—
12-month yield
0.48%
Holdings
7
What it aims to do.
The Soundwatch Hedged Equity ETF (the Fund or the Hedged Equity ETF) seeks to provide long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Core S&P 500 ETF | 103.40% |
| First American Government Obli | 1.78% |
| N/A | 0.38% |
| N/A | 0.32% |
| N/A | -0.06% |
| N/A | -0.15% |
| N/A | -5.72% |
More on SHDG.
- SHDG overview
- SHDG holdings
- SHDG risk
- SHDG costs
- SHDG money in and out
- SHDG share classes
- Compare SHDG with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.