SHDG vs DIM

Comparison between SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).

SHDG vs DIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHDG(ETF)	DIM(ETF)
Net Assets	$162M	$162M
Expense Ratio	0.91%	0.58%
Max Drawdown	15.84%	64.74%
Sharpe Ratio	0.70	1.10
5Y Beta	0.65	0.63
5Y Dividends CAGR	N/A	14.66%

Net Assets

Winner

SHDG

$162M

DIM

$162M

Expense Ratio

SHDG

0.91%

Winner

DIM

0.58%

Max Drawdown

Winner

SHDG

15.84%

DIM

64.74%

Sharpe Ratio

SHDG

0.70

Winner

DIM

1.10

5Y Beta

SHDG

0.65

Winner

DIM

0.63

5Y Dividends CAGR

SHDG

N/A

DIM

14.66%

SHDG vs DIM - Holdings Comparison

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

SHDG's top 25 holdings weight is 99.65%. DIM's top 25 holdings weight is 16.38%.

Rank	SHDG	DIM
#1	ISHARES CORE S&P 500 ETF (IVV) - 97.29%	AIB GROUP PLC (n/a) - 1.38%
#2	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.36%	BANCA MEDIOLANUM (n/a) - 0.94%
#3	N/A	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.89%
#4	N/A	ADMIRAL GROUP PLC (n/a) - 0.83%
#5	N/A	TENARIS SA (n/a) - 0.82%
#6	N/A	NN GROUP NV (n/a) - 0.76%
#7	N/A	AMUNDI SA (n/a) - 0.74%
#8	N/A	TRATON SE (n/a) - 0.72%
#9	N/A	KONINKLIJKE KPN NV (n/a) - 0.71%
#10	N/A	FORTUM OYJ (n/a) - 0.68%
#11	N/A	BANK OF IRELAND GROUP PLC (n/a) - 0.68%
#12	N/A	ASTELLAS PHARMA INC (n/a) - 0.67%
#13	N/A	n/a (n/a) - 0.65%
#14	N/A	BOUYGUES (n/a) - 0.60%
#15	N/A	TELIA COMPANY AB (n/a) - 0.60%
#16	N/A	HELVETIA BALOISE HOLDING AG (n/a) - 0.59%
#17	N/A	MAPFRE SA (n/a) - 0.59%
#18	N/A	SINGAPORE AIRLINES LTD (n/a) - 0.59%
#19	N/A	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.59%
#20	N/A	KLEPIERRE (n/a) - 0.58%
#21	N/A	KEPPEL LTD (n/a) - 0.36%
#22	N/A	GALP ENERGIA SGPS SA (n/a) - 0.36%
#23	N/A	LASERTEC CORP (n/a) - 0.36%
#24	N/A	CREDITO EMILIANO (n/a) - 0.35%
#25	N/A	NORSK HYDRO ASA (n/a) - 0.34%
Total Holdings	2	555

SHDG vs DIM - Historical Returns

Returns include dividend reinvestment.

Period	SHDG	DIM
1 month	+0.50%	+0.47%
3 months	+2.95%	+2.02%
6 months	+1.20%	+6.39%
1 year	+9.16%	+18.53%
5 years(CAGR)	N/A	+9.04%
10 years(CAGR)	N/A	+8.50%
Max(CAGR)	+14.12%	+6.28%

Winner

SHDG

+0.50%

DIM

+0.47%

Winner

SHDG

+2.95%

DIM

+2.02%

SHDG

+1.20%

Winner

DIM

+6.39%

SHDG

+9.16%

Winner

DIM

+18.53%

5Y(CAGR)

SHDG

N/A

DIM

+9.04%

10Y(CAGR)

SHDG

N/A

DIM

+8.50%

Max(CAGR)

Winner

SHDG

+14.12%

DIM

+6.28%

SHDG vs DIM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	SHDG	DIM
2026	+1.57%	+8.54%
2025	+11.41%	+37.95%
2024	+20.29%	+4.74%
2023	+18.35%	+14.80%
2022	+2.56%	-14.45%
2021	N/A	+9.38%
2020	N/A	-1.25%
2019	N/A	+20.25%
2018	N/A	-15.85%
2017	N/A	+27.34%
2016	N/A	+4.88%
2015	N/A	+2.70%
2014	N/A	-0.75%
2013	N/A	+19.61%
2012	N/A	+17.68%
2011	N/A	-14.32%
2010	N/A	+8.60%
2009	N/A	+32.54%
2008	N/A	-41.12%
2007	N/A	+7.23%
2006	N/A	+27.13%

SHDG vs DIM Drawdown Comparison

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

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The current SHDG drawdown is -0.50%. The current DIM drawdown is -1.52%.

Rank	SHDG	DIM
#1	-15.82% Feb 19, 2025 - Jul 22, 2025	-61.43% Oct 31, 2007 - Oct 18, 2013
#2	-8.69% Jul 31, 2023 - Dec 12, 2023	-40.87% Jan 26, 2018 - Mar 12, 2021
#3	-6.62% Feb 2, 2026 - Jul 6, 2026	-30.73% Sep 3, 2021 - May 15, 2024
#4	-6.49% Jul 16, 2024 - Aug 30, 2024	-20.59% May 15, 2015 - Mar 16, 2017
#5	-4.63% Feb 15, 2023 - Mar 31, 2023	-14.20% Jul 12, 2007 - Oct 29, 2007
#6	-4.42% Dec 1, 2022 - Jan 26, 2023	-13.93% Jul 3, 2014 - Apr 23, 2015
#7	-3.98% Mar 27, 2024 - May 15, 2024	-12.13% Mar 19, 2025 - Apr 24, 2025
#8	-3.75% Aug 30, 2024 - Sep 19, 2024	-10.56% Feb 25, 2026 - Mar 20, 2026
#9	-3.53% Dec 16, 2024 - Feb 13, 2025	-9.98% Sep 26, 2024 - Mar 5, 2025
#10	-3.29% Oct 27, 2025 - Nov 28, 2025	-8.46% Feb 26, 2007 - Mar 21, 2007
#11	-2.51% Oct 28, 2022 - Nov 10, 2022	-6.28% Jul 16, 2024 - Aug 19, 2024
#12	-2.33% Dec 11, 2025 - Dec 23, 2025	-6.21% Jan 16, 2014 - Feb 18, 2014
#13	-1.94% Oct 8, 2025 - Oct 21, 2025	-5.35% Jul 3, 2006 - Jul 28, 2006
#14	-1.94% May 1, 2023 - May 18, 2023	-5.23% Jun 14, 2021 - Aug 13, 2021
#15	-1.90% Oct 18, 2024 - Nov 6, 2024	-4.94% Oct 22, 2013 - Dec 31, 2013

Correlation

Correlation between SHDG and DIM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2006 - 2026)

SHDG vs DIM dividend yield comparison.

Year	SHDG	DIM
2026	0.00%	1.96%
2025	0.50%	3.21%
2024	0.62%	3.58%
2023	1.24%	4.62%
2022	0.90%	3.96%
2021	0.00%	3.65%
2020	0.00%	2.53%
2019	0.00%	3.26%
2018	0.00%	3.28%
2017	0.00%	2.57%
2016	0.00%	2.94%
2015	0.00%	2.81%
2014	0.00%	3.46%
2013	0.00%	3.10%
2012	0.00%	2.95%
2011	0.00%	4.49%
2010	0.00%	2.82%
2009	0.00%	2.60%
2008	0.00%	5.92%
2007	0.00%	2.90%
2006	0.00%	0.59%