Soundwatch Hedged Equity ETF

Frequently Asked Questions About SHDG

What does SHDG invest in?

This fund dedicates at least 80% of its net assets, combined with any borrowed capital utilized for investment, to a varied selection of equity-based instruments or other investments designed to offer similar economic exposure to stocks. These investments may consist of common shares of U.S. companies listed on exchanges, futures contracts tied to stock indices, and/or exchange-traded funds (ETFs) that track prominent U.S. large-capitalization benchmarks, such as the S&P 500 Index.

What is the expense ratio of SHDG?

Soundwatch Hedged Equity ETF (SHDG) charges an expense ratio of 1.01%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SHDG?

Soundwatch Hedged Equity ETF (SHDG) manages $156.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SHDG actively managed or an index fund?

SHDG is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SHDG's is 1.01%) because there's no security selection cost.

When was SHDG launched?

Soundwatch Hedged Equity ETF (SHDG) launched in October 2022 and is managed by SoundWatch Capital.

How has SHDG performed?

SHDG's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.