LPRE vs SHDG

Comparison between LONG POND REAL ESTATE SELECT ETF (LPRE, ETF) and SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF).

LPRE vs SHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPRE(ETF)	SHDG(ETF)
Net Assets	$163M	$164M
Expense Ratio	1.00%	0.91%
Max Drawdown	10.64%	15.84%
Sharpe Ratio	1.14	0.98
5Y Beta	0.67	0.66
P/E Ratio	37.14	N/A
Forward P/E	31.67	N/A
PEG Ratio	0.46	N/A
5Y EPS CAGR	10.13%	N/A
Debt to Equity	-65.82%	N/A
P/S Ratio	4.02	N/A
P/B Ratio	2.81	N/A

Net Assets

LPRE

$163M

Winner

SHDG

$164M

Expense Ratio

LPRE

1.00%

Winner

SHDG

0.91%

Max Drawdown

Winner

LPRE

10.64%

SHDG

15.84%

Sharpe Ratio

Winner

LPRE

1.14

SHDG

0.98

5Y Beta

LPRE

0.67

Winner

SHDG

0.66

P/E Ratio

LPRE

37.14

SHDG

N/A

Forward P/E

LPRE

31.67

SHDG

N/A

PEG Ratio

LPRE

0.46

SHDG

N/A

5Y EPS CAGR

LPRE

10.13%

SHDG

N/A

Debt to Equity

LPRE

-65.82%

SHDG

N/A

P/S Ratio

LPRE

4.02

SHDG

N/A

P/B Ratio

LPRE

2.81

SHDG

N/A

LPRE vs SHDG - Holdings Comparison

LPRE and SHDG have 0 common holdings. Overlap is 0.00%

LPRE's top 25 holdings weight is 99.39%. SHDG's top 25 holdings weight is 109.62%.

Rank	LPRE	SHDG
#1	INDEPENDENCE REALTY TRUST INC (IRT) - 7.89%	ISHARES CORE S&P 500 ETF (IVV) - 107.84%
#2	UDR INC (UDR) - 7.72%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.78%
#3	UNITE GROUP PLC (n/a) - 6.57%	N/A
#4	HEALTHPEAK PROPERTIES INC (DOC) - 6.16%	N/A
#5	D.R. HORTON INC (DHI) - 6.06%	N/A
#6	HYATT HOTELS CORP CLASS A (H) - 5.61%	N/A
#7	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.21%	N/A
#8	AMERICAN TOWER CORP (AMT) - 5.19%	N/A
#9	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 5.06%	N/A
#10	ACCOR SA (n/a) - 4.79%	N/A
#11	AGREE REALTY CORP (ADC) - 4.29%	N/A
#12	INVITATION HOMES INC (INVH) - 3.83%	N/A
#13	CAMDEN PROPERTY TRUST (CPT) - 3.39%	N/A
#14	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.08%	N/A
#15	CUBESMART (CUBE) - 2.94%	N/A
#16	JANUS LIVING INC ORDINARY SHARES CLASS A-1 (JAN) - 2.78%	N/A
#17	HILTON GRAND VACATIONS INC (HGV) - 2.60%	N/A
#18	EXTRA SPACE STORAGE INC (EXR) - 2.56%	N/A
#19	AMERICOLD REALTY TRUST INC (COLD) - 2.21%	N/A
#20	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.18%	N/A
#21	WYNN RESORTS LTD (WYNN) - 2.15%	N/A
#22	RED ROCK RESORTS INC CLASS A (RRR) - 2.13%	N/A
#23	PROLOGIS INC (PLD) - 2.09%	N/A
#24	EQUINIX INC (EQIX) - 1.51%	N/A
#25	WYNDHAM HOTELS & RESORTS INC ORDINARY SHARES (WH) - 1.39%	N/A
Total Holdings	29	2

LPRE vs SHDG - Historical Returns

Returns include dividend reinvestment.

Period	LPRE	SHDG
1 month	+5.48%	+0.80%
3 months	+13.96%	+2.70%
6 months	+16.14%	+1.38%
1 year	+21.96%	+11.32%
Max(CAGR)	+27.58%	+14.36%

Winner

LPRE

+5.48%

SHDG

+0.80%

Winner

LPRE

+13.96%

SHDG

+2.70%

Winner

LPRE

+16.14%

SHDG

+1.38%

Winner

LPRE

+21.96%

SHDG

+11.32%

Max(CAGR)

Winner

LPRE

+27.58%

SHDG

+14.36%

LPRE vs SHDG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	LPRE	SHDG
2026	+14.11%	+0.89%
2025	+17.17%	+11.41%
2024	N/A	+20.29%
2023	N/A	+18.35%
2022	N/A	+2.56%

LPRE vs SHDG Drawdown Comparison

The maximum drawdown for LPRE was -10.32%, occurring on Mar 27, 2026. Recovery took 42 trading sessions.

The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.

The current SHDG drawdown is -0.65%.

Rank	LPRE	SHDG
#1	-10.32% Feb 17, 2026 - Apr 17, 2026	-15.82% Feb 19, 2025 - Jul 22, 2025
#2	-5.67% Apr 4, 2025 - Apr 9, 2025	-8.69% Jul 31, 2023 - Dec 12, 2023
#3	-5.27% Sep 11, 2025 - Dec 17, 2025	-6.62% Feb 2, 2026 - Mar 30, 2026
#4	-4.86% May 16, 2025 - Jul 1, 2025	-6.49% Jul 16, 2024 - Aug 30, 2024
#5	-4.43% Jul 22, 2025 - Aug 22, 2025	-4.63% Feb 15, 2023 - Mar 31, 2023
#6	-3.71% Jan 16, 2026 - Feb 10, 2026	-4.42% Dec 1, 2022 - Jan 26, 2023
#7	-3.40% Apr 9, 2025 - Apr 22, 2025	-3.98% Mar 27, 2024 - May 15, 2024
#8	-3.23% May 7, 2026 - May 20, 2026	-3.75% Aug 30, 2024 - Sep 19, 2024
#9	-2.86% Apr 20, 2026 - May 6, 2026	-3.53% Dec 16, 2024 - Feb 13, 2025
#10	-2.13% Aug 22, 2025 - Sep 5, 2025	-3.29% Oct 27, 2025 - Nov 28, 2025
#11	-2.00% Jul 10, 2025 - Jul 22, 2025	-2.51% Oct 28, 2022 - Nov 10, 2022
#12	-1.86% Sep 5, 2025 - Sep 11, 2025	-2.33% Dec 11, 2025 - Dec 23, 2025
#13	-1.79% May 12, 2025 - May 16, 2025	-1.94% Oct 8, 2025 - Oct 21, 2025
#14	-1.72% May 28, 2026 - Jun 5, 2026	-1.94% May 1, 2023 - May 18, 2023
#15	-1.63% May 2, 2025 - May 12, 2025	-1.90% Oct 18, 2024 - Nov 6, 2024