SHDG vs. IWF
Compare and contrast key facts about Soundwatch Hedged Equity ETF (SHDG) and iShares Russell 1000 Growth ETF (IWF).
SHDG and IWF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHDG is an actively managed fund by SoundWatch Capital. It was launched on Nov 30, 2016. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Performance
SHDG vs. IWF - Performance Comparison
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SHDG vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SHDG Soundwatch Hedged Equity ETF | -4.91% | 11.46% | 19.66% | 17.84% | 2.55% |
IWF iShares Russell 1000 Growth ETF | -9.83% | 18.33% | 33.12% | 42.59% | -2.69% |
Returns By Period
In the year-to-date period, SHDG achieves a -4.91% return, which is significantly higher than IWF's -9.83% return.
SHDG
- 1D
- 0.19%
- 1M
- -5.49%
- YTD
- -4.91%
- 6M
- -2.56%
- 1Y
- 10.92%
- 3Y*
- 11.83%
- 5Y*
- —
- 10Y*
- —
IWF
- 1D
- 3.77%
- 1M
- -5.20%
- YTD
- -9.83%
- 6M
- -8.80%
- 1Y
- 18.54%
- 3Y*
- 21.01%
- 5Y*
- 12.22%
- 10Y*
- 16.53%
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SHDG vs. IWF - Expense Ratio Comparison
SHDG has a 0.53% expense ratio, which is higher than IWF's 0.19% expense ratio.
Return for Risk
SHDG vs. IWF — Risk / Return Rank
SHDG
IWF
SHDG vs. IWF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Soundwatch Hedged Equity ETF (SHDG) and iShares Russell 1000 Growth ETF (IWF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SHDG | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.83 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.35 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.15 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.73 | 3.95 | +1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHDG | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.83 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.36 | +0.82 |
Correlation
The correlation between SHDG and IWF is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SHDG vs. IWF - Dividend Comparison
SHDG's dividend yield for the trailing twelve months is around 0.52%, more than IWF's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHDG Soundwatch Hedged Equity ETF | 0.52% | 0.49% | 0.62% | 1.24% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.40% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
SHDG vs. IWF - Drawdown Comparison
The maximum SHDG drawdown since its inception was -15.82%, smaller than the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for SHDG and IWF.
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Drawdown Indicators
| SHDG | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.82% | -64.25% | +48.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -16.27% | +7.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.72% | — |
Current DrawdownCurrent decline from peak | -6.45% | -13.12% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -1.71% | -22.21% | +20.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 4.74% | -2.87% |
Volatility
SHDG vs. IWF - Volatility Comparison
The current volatility for Soundwatch Hedged Equity ETF (SHDG) is 2.78%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 6.74%. This indicates that SHDG experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHDG | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 6.74% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 6.70% | 12.36% | -5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 22.40% | -9.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.22% | 21.41% | -10.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.22% | 20.92% | -9.70% |