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EDGU vs PHEQ
3EDGE Dynamic US Equity ETF vs Parametric Hedged Equity ETF
Key differences
EDGU is an equity ETF, while PHEQ is an alternative ETF. EDGU charges 0.91% a year and PHEQ 0.29%.
- EDGU is an equity fund, while PHEQ is an alternative fund. They carry different risk/return profiles.
- EDGU follows a active selection strategy; PHEQ uses long short.
- PHEQ costs 0.62% less per year.
Side-by-side comparison
| EDGU | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.29% |
| Fund size (AUM) | $148M | $138M |
| Since | 2024 | 2023 |
| Dividend yield | 0.65% | 1.03% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +25.3% | +14.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.32% | 6.18% |
| Max drawdown | -17.59% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.