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EDGH vs PHEQ

3EDGE Dynamic Hard Assets ETF vs Parametric Hedged Equity ETF

EDGH

3EDGE Dynamic Hard Assets ETF

Annual cost

1.01%

Fund size

$158M

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

Both EDGH and PHEQ are alternative ETFs. EDGH charges 1.01% a year and PHEQ 0.29%. The main difference: EDGH follows a multi strategy strategy; PHEQ uses long short.

  • EDGH follows a multi strategy strategy; PHEQ uses long short.
  • PHEQ costs 0.72% less per year.

Side-by-side comparison

EDGHPHEQ
Annual cost (TER)1.01%0.29%
Fund size (AUM)$158M$138M
Since20242023
Dividend yield1.04%1.03%
Asset classalternativealternative
Regionnorth america
Strategymulti strategylong short
CAGR 1Y+24.9%+14.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.97%6.18%
Max drawdown-10.60%-12.55%

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

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