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DDXX vs PHEQ

Defined Duration 20 ETF vs Parametric Hedged Equity ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

DDXX is an equity ETF, while PHEQ is an alternative ETF. DDXX charges 0.25% a year and PHEQ 0.29%.

  • DDXX is an equity fund, while PHEQ is an alternative fund. They carry different risk/return profiles.
  • DDXX follows a active selection strategy; PHEQ uses long short.
  • PHEQ is much larger than DDXX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DDXXPHEQ
Annual cost (TER)0.25%0.29%
Fund size (AUM)$16M$138M
Since20252023
Dividend yield1.03%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1YN/A+14.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.18%
Max drawdown-9.30%-12.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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