SHDG vs. IVVB ETF Comparison
Comparison of Soundwatch Hedged Equity ETF (SHDG) to iShares Large Cap Deep Buffer ETF (IVVB)
SHDG
Soundwatch Hedged Equity ETF
SHDG 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.
Grade (RS Rating)
Last Trade
$28.77
Average Daily Volume
5,855
1
IVVB
iShares Large Cap Deep Buffer ETF
IVVB Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against underlying ETF losses between approximately 5% to 20% and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.20
Average Daily Volume
23,658
1
Performance
| Period | SHDG | IVVB |
|---|---|---|
| 30 Days | 3.86% | 4.09% |
| 60 Days | 9.11% | 8.36% |
| 90 Days | 4.28% | 3.73% |
| 12 Months | 26.71% | 24.07% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SHDG | Weight in IVVB | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 98.69% | 98.65% | 98.65% |
SHDG Overweight 0 Positions Relative to IVVB
| Symbol | Grade | Weight |
|---|
SHDG Underweight 0 Positions Relative to IVVB
| Symbol | Grade | Weight |
|---|
SHDG: Top Represented Industries & Keywords
IVVB: Top Represented Industries & Keywords
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