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ETFT vs PHEQ

Fundsmith Equity ETF vs Parametric Hedged Equity ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

Both ETFT and PHEQ are alternative ETFs. The main difference: ETFT follows a long short strategy; PHEQ uses option income.

  • ETFT follows a long short strategy; PHEQ uses option income.

Side-by-side comparison

ETFTPHEQ
Annual cost (TER)0.29%
Fund size (AUM)$138M
Since2023
Dividend yield1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortoption income
CAGR 1YN/A+15.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.19%
Max drawdown-14.76%-12.55%

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

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