Screener
CBLS vs PHEQ
Clough Hedged Equity ETF vs Parametric Hedged Equity ETF
Key differences
Both CBLS and PHEQ are alternative ETFs. CBLS charges 1.89% a year and PHEQ 0.29%. The main difference: PHEQ costs 1.60% less per year.
- PHEQ costs 1.60% less per year.
Side-by-side comparison
| CBLS | PHEQ | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.29% |
| Fund size (AUM) | $55M | $138M |
| Since | 2020 | 2023 |
| Dividend yield | 0.76% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +15.8% | +14.3% |
| CAGR 3Y | +17.8% | N/A |
| CAGR 5Y | +4.6% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 16.00% | 6.16% |
| Max drawdown | -32.78% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.