SHDG — Soundwatch Hedged Equity ETF
Soundwatch Hedged Equity ETF (SHDG)
SHDG pays a 0.47% distribution rate, annual, on a 0.91% expense ratio. Its Distribution Safety Score™ is 50 (Caution). Total return is 68.5% over the past 3.8 years, 46.8 points behind SPY at 115.3%. Its deepest 1-year drawdown was 6.6%.
Soundwatch Hedged Equity ETF is an ETF that invests at least 80% of its assets in U.S. large-cap equities and related investments, including common stocks, equity index futures, and ETFs tracking indices such as the S&P 500. The fund carries a low distribution rate and distributes annually, with an expense ratio of 0.91%. It may appeal to equity investors seeking broad U.S. large-cap exposure with an annual distribution structure.
SHDG key facts
- Distribution Safety Score™
- 50 · Caution
- Issuer
- Soundwatch
- Asset type
- ETF
- Asset class
- Equity
- Expense ratio
- 0.91%
- Distribution rate
- 0.47%
- Distribution frequency
- Annual
- Trailing yield
- 0.47%
- Last close
- $33.77
- AUM
- $165,151,872
- Average volume
- 18769.0
- Last dividend
- $0.1600
- Ex-dividend date
- 12/29/2025
- Payment date
- 12/31/2025
- Beta
- 0.72
- P/E ratio
- 25.9762
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