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FAAR vs PHEQ

First Trust Alternative Absolute Return Strategy ETF vs Parametric Hedged Equity ETF

FAAR

First Trust Alternative Absolute Return Strategy ETF

Annual cost

0.98%

Fund size

$176M

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

Both FAAR and PHEQ are alternative ETFs. FAAR charges 0.98% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.69% less per year.

  • PHEQ costs 0.69% less per year.
  • FAAR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FAARPHEQ
Annual cost (TER)0.98%0.29%
Fund size (AUM)$176M$138M
Since20162023
Dividend yield9.19%1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1Y+34.6%+14.3%
CAGR 3Y+11.0%N/A
CAGR 5Y+7.9%N/A
Sharpe 3Y0.66N/A
Volatility 1Y13.52%6.16%
Max drawdown-18.03%-12.55%

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

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