Screener
GDMA vs PHEQ
Gadsden Dynamic Multi-Asset ETF vs Parametric Hedged Equity ETF
Key differences
Both GDMA and PHEQ are alternative ETFs. GDMA charges 0.75% a year and PHEQ 0.29%. The main difference: GDMA follows a multi strategy strategy; PHEQ uses long short.
- GDMA follows a multi strategy strategy; PHEQ uses long short.
- PHEQ costs 0.46% less per year.
- GDMA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GDMA | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.29% |
| Fund size (AUM) | $204M | $138M |
| Since | 2018 | 2023 |
| Dividend yield | 2.59% | 1.03% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | multi strategy | long short |
| CAGR 1Y | +28.3% | +14.8% |
| CAGR 3Y | +16.3% | N/A |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 14.39% | 6.18% |
| Max drawdown | -16.66% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.