IG vs SHDG
Comparison between Principal Investment Grade Corporate Active ETF (IG, ETF) and SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF).
IG vs SHDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IG
$165M
SHDG
$164M
Expense Ratio
Winner
IG
0.19%
SHDG
0.91%
Max Drawdown
IG
87.37%
Winner
SHDG
15.84%
Sharpe Ratio
IG
0.88
Winner
SHDG
1.03
5Y Beta
Winner
IG
0.31
SHDG
0.67
IG vs SHDG - Historical Returns
Returns include dividend reinvestment.
1M
IG
-0.19%
Winner
SHDG
+0.92%
3M
IG
N/A
SHDG
+0.55%
6M
IG
N/A
SHDG
+0.62%
1Y
IG
N/A
SHDG
+12.31%
10Y(CAGR)
IG
+9.77%
SHDG
N/A
Max(CAGR)
IG
+10.37%
Winner
SHDG
+14.33%
IG vs SHDG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IG | SHDG |
|---|---|---|
| 2026 | -0.54% | +0.54% |
| 2025 | N/A | +11.41% |
| 2024 | N/A | +20.29% |
| 2023 | N/A | +18.35% |
| 2022 | N/A | +2.56% |
| 2015 | -15.33% | N/A |
| 2014 | +197.30% | N/A |
| 2013 | +193.27% | N/A |
| 2012 | -6.31% | N/A |
| 2011 | -31.55% | N/A |
| 2010 | +112.69% | N/A |
| 2009 | +41.82% | N/A |
| 2008 | -64.96% | N/A |
| 2007 | +20.52% | N/A |
| 2006 | +23.39% | N/A |
| 2005 | -31.78% | N/A |
| 2004 | -17.76% | N/A |
| 2003 | +185.45% | N/A |
| 2002 | -20.00% | N/A |
| 2001 | -4.00% | N/A |
| 2000 | -66.76% | N/A |
| 1999 | +29.20% | N/A |
IG vs SHDG Drawdown Comparison
The maximum drawdown for IG was -87.37%, occurring on Apr 4, 2001. Recovery took 3517 trading sessions.
The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The current IG drawdown is -0.64%. The current SHDG drawdown is -0.99%.
| Rank | IG | SHDG |
|---|---|---|
| #1 | -87.37% Jan 19, 2000 - Jan 13, 2014 | -15.82% Feb 19, 2025 - Jul 22, 2025 |
| #2 | -56.34% Feb 27, 2015 - Apr 22, 2026 | -8.69% Jul 31, 2023 - Dec 12, 2023 |
| #3 | -29.91% Mar 18, 2014 - Jun 17, 2014 | -6.62% Feb 2, 2026 - Mar 30, 2026 |
| #4 | -23.08% Nov 2, 1999 - Dec 23, 1999 | -6.49% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -21.82% Dec 2, 2014 - Feb 18, 2015 | -4.63% Feb 15, 2023 - Mar 31, 2023 |
| #6 | -17.18% Jan 15, 2014 - Feb 24, 2014 | -4.42% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -16.67% Jun 18, 2014 - Aug 7, 2014 | -3.98% Mar 27, 2024 - May 15, 2024 |
| #8 | -15.06% Sep 29, 2014 - Oct 29, 2014 | -3.75% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -11.64% Nov 3, 2014 - Nov 26, 2014 | -3.53% Dec 16, 2024 - Feb 13, 2025 |
| #10 | -10.19% Aug 7, 2014 - Aug 27, 2014 | -3.29% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -9.70% Dec 31, 1999 - Jan 7, 2000 | -2.51% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -6.91% Mar 3, 2014 - Mar 10, 2014 | -2.33% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -6.68% Jan 13, 2000 - Jan 18, 2000 | -1.94% Oct 8, 2025 - Oct 21, 2025 |
| #14 | -5.63% Sep 16, 2014 - Sep 25, 2014 | -1.94% May 1, 2023 - May 18, 2023 |
| #15 | -4.55% Jan 10, 2000 - Jan 13, 2000 | -1.90% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between IG and SHDG is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2022 - 2026)
IG vs SHDG dividend yield comparison.
| Year | IG | SHDG |
|---|---|---|
| 2026 | 0.85% | 0.00% |
| 2025 | 0.00% | 0.50% |
| 2024 | 0.00% | 0.62% |
| 2023 | 0.00% | 1.24% |
| 2022 | 0.00% | 0.90% |
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