SHDG

SoundWatch Capital$32.00+0.00 (+0.00%)
AUM $167.8MER 0.53%NAV $32.10Holdings

Price Chart

Key Statistics

Previous Close

$32.04

Day Range

$32.00$32.00

52-Week Range

$27.56$32.84

Avg Volume

5.4K

Dividend Yield

0.50%

Expense Ratio

0.53%

AUM

$167.8M

Shares Outstanding

4.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.62%
Financial Services12.36%
Communication Services10.32%
Consumer Cyclical10.07%
Healthcare9.50%
Industrials8.52%
Consumer Defensive5.23%
Energy4.04%
Utilities2.53%
Real Estate1.94%
Basic Materials1.88%

Country Allocation

CountryWeight %
United States102.47%

Fund Information

Category
Technology
Inception Date
Oct 25, 2022
Exchange
BATS
Description
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds ("ETFs") that track U.S. large-capitalization ("large-cap") indices, such as the S&P 500 Index.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Soundwatch Hedged Equity ETF (SHDG) is an exchange-traded fund issued by SoundWatch Capital that launched on Oct 25, 2022. It currently manages $167.8M in assets under management. The fund charges an expense ratio of 0.53%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
+0.16%
1M
+4.39%
3M
-2.36%
6M
-0.85%
YTD
-1.01%
1Y
+16.12%
3Y
+40.82%
5Y
+54.65%

Moving Averages

20-Day MA

$31.44

Above 20-Day MA
50-Day MA

$31.83

Above 50-Day MA
200-Day MA

$31.67

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.84

Current Price

$32.00

52-Week Low

$27.56

$27.56$32.84

Current Yield

0.50%

Annual Dividend

$0.6439

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.1599Dec 31, 2025
Dec 27, 2024$0.1802Dec 30, 2024
Dec 21, 2023$0.3039Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricSHDGTechnology(1414 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.53%0.67%0.76%
AUM$167.8M$6.79B$9.19B
Dividend Yield0.50%2.97%3.95%
Avg Volume5.4K575.4K994.3K
Holdings20090
Performance
1-Month Return+9.17%+4.21%
6-Month Return+0.88%+7.10%+3.76%
YTD Return-0.79%+7.03%+3.08%
1-Year Return+18.53%+40.63%+19.71%

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