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SHDG vs TRUT

Comparison between SOUNDWATCH HEDGED EQUITY ETF (SHDG, ETF) and VANECK TECHNOLOGY TRUSECTOR ETF (TRUT, ETF).

SHDG vs TRUT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHDG
$162M
Winner
TRUT
$163M
Expense Ratio
SHDG
0.91%
Winner
TRUT
0.14%
Max Drawdown
Winner
SHDG
15.84%
TRUT
18.62%
Sharpe Ratio
SHDG
0.70
Winner
TRUT
1.15
5Y Beta
Winner
SHDG
0.65
TRUT
1.57
P/E Ratio
SHDG
N/A
TRUT
36.94
Forward P/E
SHDG
N/A
TRUT
21.95
PEG Ratio
SHDG
N/A
TRUT
0.24
5Y EPS CAGR
SHDG
N/A
TRUT
44.62%
Debt to Equity
SHDG
N/A
TRUT
8.72%
P/S Ratio
SHDG
N/A
TRUT
10.68
P/B Ratio
SHDG
N/A
TRUT
13.90

SHDG vs TRUT - Holdings Comparison

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

SHDG's top 25 holdings weight is 99.65%. TRUT's top 25 holdings weight is 94.89%.

RankSHDGTRUT
#1
ISHARES CORE S&P 500 ETF (IVV) - 97.29%
STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 33.35%
#2
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.36%
NVIDIA CORP (NVDA) - 16.46%
#3N/A
APPLE INC (AAPL) - 15.38%
#4N/A
MICROSOFT CORP (MSFT) - 9.40%
#5N/A
BROADCOM INC (AVGO) - 5.97%
#6N/A
MICRON TECHNOLOGY INC (MU) - 2.89%
#7N/A
ADVANCED MICRO DEVICES INC (AMD) - 2.04%
#8N/A
INTEL CORP (INTC) - 0.92%
#9N/A
APPLIED MATERIALS INC (AMAT) - 0.87%
#10N/A
CISCO SYSTEMS INC (CSCO) - 0.84%
#11N/A
LAM RESEARCH CORP (LRCX) - 0.80%
#12N/A
n/a (PLTR) - 0.58%
#13N/A
KLA CORP (KLAC) - 0.56%
#14N/A
PALO ALTO NETWORKS INC (PANW) - 0.55%
#15N/A
TEXAS INSTRUMENTS INC (TXN) - 0.52%
#16N/A
SANDISK CORP ORDINARY SHARES (SNDK) - 0.44%
#17N/A
ORACLE CORP (ORCL) - 0.43%
#18N/A
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.39%
#19N/A
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.38%
#20N/A
ANALOG DEVICES INC (ADI) - 0.37%
#21N/A
AMPHENOL CORP CLASS A (APH) - 0.36%
#22N/A
QUALCOMM INC (QCOM) - 0.36%
#23N/A
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.35%
#24N/A
MARVELL TECHNOLOGY INC (MRVL) - 0.34%
#25N/A
ARISTA NETWORKS INC (ANET) - 0.34%
Total Holdings276

SHDG vs TRUT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHDG
+0.50%
TRUT
-2.84%
3M
SHDG
+2.95%
Winner
TRUT
+12.16%
6M
SHDG
+1.20%
Winner
TRUT
+20.01%
1Y
SHDG
+9.16%
Winner
TRUT
+28.57%
Max(CAGR)
SHDG
+14.12%
Winner
TRUT
+31.63%

SHDG vs TRUT - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearSHDGTRUT
2026+1.57%+16.83%
2025+11.41%+10.16%
2024+20.29%N/A
2023+18.35%N/A
2022+2.56%N/A

SHDG vs TRUT Drawdown Comparison

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

The maximum drawdown for TRUT was -18.55%, occurring on Mar 30, 2026. Recovery took 121 trading sessions.

The current SHDG drawdown is -0.50%. The current TRUT drawdown is -8.21%.

RankSHDGTRUT
#1-15.82%
Feb 19, 2025 - Jul 22, 2025
-18.55%
Oct 29, 2025 - Apr 24, 2026
#2-8.69%
Jul 31, 2023 - Dec 12, 2023
-10.85%
Jun 2, 2026 - Jun 10, 2026
#3-6.62%
Feb 2, 2026 - Jul 6, 2026
-3.98%
Oct 8, 2025 - Oct 24, 2025
#4-6.49%
Jul 16, 2024 - Aug 30, 2024
-3.32%
May 14, 2026 - May 26, 2026
#5-4.63%
Feb 15, 2023 - Mar 31, 2023
-2.75%
Aug 28, 2025 - Sep 10, 2025
#6-4.42%
Dec 1, 2022 - Jan 26, 2023
-1.70%
Apr 27, 2026 - May 5, 2026
#7-3.98%
Mar 27, 2024 - May 15, 2024
-1.67%
Sep 22, 2025 - Oct 1, 2025
#8-3.75%
Aug 30, 2024 - Sep 19, 2024
-0.96%
Sep 15, 2025 - Sep 18, 2025
#9-3.53%
Dec 16, 2024 - Feb 13, 2025
-0.94%
May 11, 2026 - May 13, 2026
#10-3.29%
Oct 27, 2025 - Nov 28, 2025
-0.49%
May 26, 2026 - May 28, 2026
#11-2.51%
Oct 28, 2022 - Nov 10, 2022
-0.45%
Oct 6, 2025 - Oct 8, 2025
#12-2.33%
Dec 11, 2025 - Dec 23, 2025
-0.29%
Oct 2, 2025 - Oct 6, 2025
#13-1.94%
Oct 8, 2025 - Oct 21, 2025
-0.00%
Aug 22, 2025 - Aug 26, 2025
#14-1.94%
May 1, 2023 - May 18, 2023
N/A
#15-1.90%
Oct 18, 2024 - Nov 6, 2024
N/A

Correlation

Correlation between SHDG and TRUT is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2022 - 2026)

SHDG vs TRUT dividend yield comparison.

YearSHDGTRUT
20260.00%0.19%
20250.50%0.14%
20240.62%0.00%
20231.24%0.00%
20220.90%0.00%

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