SHDG vs LPRE
Comparison between SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF) and LONG POND REAL ESTATE SELECT ETF (LPRE, ETF).
SHDG vs LPRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHDG
$164M
LPRE
$163M
Expense Ratio
Winner
SHDG
0.91%
LPRE
1.00%
Max Drawdown
SHDG
15.84%
Winner
LPRE
10.64%
Sharpe Ratio
SHDG
0.98
Winner
LPRE
1.14
5Y Beta
Winner
SHDG
0.66
LPRE
0.67
P/E Ratio
SHDG
N/A
LPRE
37.14
Forward P/E
SHDG
N/A
LPRE
31.67
PEG Ratio
SHDG
N/A
LPRE
0.46
5Y EPS CAGR
SHDG
N/A
LPRE
10.13%
Debt to Equity
SHDG
N/A
LPRE
-65.82%
P/S Ratio
SHDG
N/A
LPRE
4.02
P/B Ratio
SHDG
N/A
LPRE
2.81
SHDG vs LPRE - Holdings Comparison
SHDG and LPRE have 0 common holdings. Overlap is 0.00%
SHDG's top 25 holdings weight is 109.62%. LPRE's top 25 holdings weight is 99.39%.
| Rank | SHDG | LPRE |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 107.84% | INDEPENDENCE REALTY TRUST INC (IRT) - 7.89% |
| #2 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.78% | UDR INC (UDR) - 7.72% |
| #3 | N/A | UNITE GROUP PLC (n/a) - 6.57% |
| #4 | N/A | HEALTHPEAK PROPERTIES INC (DOC) - 6.16% |
| #5 | N/A | D.R. HORTON INC (DHI) - 6.06% |
| #6 | N/A | HYATT HOTELS CORP CLASS A (H) - 5.61% |
| #7 | N/A | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 5.21% |
| #8 | N/A | AMERICAN TOWER CORP (AMT) - 5.19% |
| #9 | N/A | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 5.06% |
| #10 | N/A | ACCOR SA (n/a) - 4.79% |
| #11 | N/A | AGREE REALTY CORP (ADC) - 4.29% |
| #12 | N/A | INVITATION HOMES INC (INVH) - 3.83% |
| #13 | N/A | CAMDEN PROPERTY TRUST (CPT) - 3.39% |
| #14 | N/A | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.08% |
| #15 | N/A | CUBESMART (CUBE) - 2.94% |
| #16 | N/A | JANUS LIVING INC ORDINARY SHARES CLASS A-1 (JAN) - 2.78% |
| #17 | N/A | HILTON GRAND VACATIONS INC (HGV) - 2.60% |
| #18 | N/A | EXTRA SPACE STORAGE INC (EXR) - 2.56% |
| #19 | N/A | AMERICOLD REALTY TRUST INC (COLD) - 2.21% |
| #20 | N/A | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.18% |
| #21 | N/A | WYNN RESORTS LTD (WYNN) - 2.15% |
| #22 | N/A | RED ROCK RESORTS INC CLASS A (RRR) - 2.13% |
| #23 | N/A | PROLOGIS INC (PLD) - 2.09% |
| #24 | N/A | EQUINIX INC (EQIX) - 1.51% |
| #25 | N/A | WYNDHAM HOTELS & RESORTS INC ORDINARY SHARES (WH) - 1.39% |
| Total Holdings | 2 | 29 |
SHDG vs LPRE - Historical Returns
Returns include dividend reinvestment.
1M
SHDG
+0.80%
Winner
LPRE
+5.48%
3M
SHDG
+2.70%
Winner
LPRE
+13.96%
6M
SHDG
+1.38%
Winner
LPRE
+16.14%
1Y
SHDG
+11.32%
Winner
LPRE
+21.96%
Max(CAGR)
SHDG
+14.36%
Winner
LPRE
+27.58%
SHDG vs LPRE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SHDG | LPRE |
|---|---|---|
| 2026 | +0.89% | +14.11% |
| 2025 | +11.41% | +17.17% |
| 2024 | +20.29% | N/A |
| 2023 | +18.35% | N/A |
| 2022 | +2.56% | N/A |
SHDG vs LPRE Drawdown Comparison
The maximum drawdown for SHDG was -15.82%, occurring on Apr 8, 2025. Recovery took 105 trading sessions.
The maximum drawdown for LPRE was -10.32%, occurring on Mar 27, 2026. Recovery took 42 trading sessions.
The current SHDG drawdown is -0.65%.
| Rank | SHDG | LPRE |
|---|---|---|
| #1 | -15.82% Feb 19, 2025 - Jul 22, 2025 | -10.32% Feb 17, 2026 - Apr 17, 2026 |
| #2 | -8.69% Jul 31, 2023 - Dec 12, 2023 | -5.67% Apr 4, 2025 - Apr 9, 2025 |
| #3 | -6.62% Feb 2, 2026 - Mar 30, 2026 | -5.27% Sep 11, 2025 - Dec 17, 2025 |
| #4 | -6.49% Jul 16, 2024 - Aug 30, 2024 | -4.86% May 16, 2025 - Jul 1, 2025 |
| #5 | -4.63% Feb 15, 2023 - Mar 31, 2023 | -4.43% Jul 22, 2025 - Aug 22, 2025 |
| #6 | -4.42% Dec 1, 2022 - Jan 26, 2023 | -3.71% Jan 16, 2026 - Feb 10, 2026 |
| #7 | -3.98% Mar 27, 2024 - May 15, 2024 | -3.40% Apr 9, 2025 - Apr 22, 2025 |
| #8 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -3.23% May 7, 2026 - May 20, 2026 |
| #9 | -3.53% Dec 16, 2024 - Feb 13, 2025 | -2.86% Apr 20, 2026 - May 6, 2026 |
| #10 | -3.29% Oct 27, 2025 - Nov 28, 2025 | -2.13% Aug 22, 2025 - Sep 5, 2025 |
| #11 | -2.51% Oct 28, 2022 - Nov 10, 2022 | -2.00% Jul 10, 2025 - Jul 22, 2025 |
| #12 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -1.86% Sep 5, 2025 - Sep 11, 2025 |
| #13 | -1.94% Oct 8, 2025 - Oct 21, 2025 | -1.79% May 12, 2025 - May 16, 2025 |
| #14 | -1.94% May 1, 2023 - May 18, 2023 | -1.72% May 28, 2026 - Jun 5, 2026 |
| #15 | -1.90% Oct 18, 2024 - Nov 6, 2024 | -1.63% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between SHDG and LPRE is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2022 - 2026)
SHDG vs LPRE dividend yield comparison.
| Year | SHDG | LPRE |
|---|---|---|
| 2026 | 0.00% | 0.29% |
| 2025 | 0.50% | 0.93% |
| 2024 | 0.62% | 0.00% |
| 2023 | 1.24% | 0.00% |
| 2022 | 0.90% | 0.00% |
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