The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0%Dividend Yield

Dec 2025

$0.16

Dec 2024

$0.18

Dec 2023

$0.30

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

N/A

1Y Growth

-11.29%

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

ProShares Hedge Replication

HDG

Mkt Cap0

ProShares Hedge Replication ETF aims to replicate hedge fund investment strategies, directly competing with SHDG's hedged equity approach.

NYLIM Hedge Multi-Strategy Tracker

QAI

Mkt Cap0

IQ Hedge Multi-Strategy Tracker ETF offers a broad hedge fund-like investment strategy, similar to SHDG's diversified equity hedge approach.

NYLIM Merger Arbitrage

MNA

Mkt Cap0

IQ Merger Arbitrage ETF focuses on merger arbitrage, an alternative strategy that competes with SHDG's hedged equity investments.

NYLIM FTSE International Equity Currency Neutral

HFXI

Mkt Cap0

IQ 50 Percent Hedged FTSE International ETF provides international equity exposure with a hedging component, competing with SHDG's hedged equity strategy on a global scale.

First Trust Long/Short Equity

FTLS

Mkt Cap0

First Trust Long/Short Equity ETF employs a long/short equity strategy, directly competing with SHDG's approach to equity investment.

Global X Guru Index

GURU

Mkt Cap0

Global X Guru Index ETF replicates the investments of hedge funds based on 13F filings, offering a similar hedge fund-like exposure as SHDG.

Holdings

IVV

97.19%

Regions

Sectors

About

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.

CEO

ISIN

US00777X6031

Listings

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FAQs

What is Soundwatch Hedged Equity stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on Boats exchange Soundwatch Hedged Equity stocks are traded under the ticker SHDG.BOATS.

Does Soundwatch Hedged Equity pay dividends?▼

Yes, SHDG.BOATS dividends are paid annual. The last dividend per share was 0.16 . As of today, Dividend Yield (FWD)% is 0%.

In which sector is Soundwatch Hedged Equity located?▼

Soundwatch Hedged Equity operates in the Other sector.

When did Soundwatch Hedged Equity complete a stock split?▼

Soundwatch Hedged Equity has not had any recent stock splits.