Screener
GIAX vs PHEQ
Nicholas Global Equity and Income ETF vs Parametric Hedged Equity ETF
Key differences
Both GIAX and PHEQ are alternative ETFs. GIAX charges 1.03% a year and PHEQ 0.29%. The main difference: GIAX follows a multi strategy strategy; PHEQ uses long short.
- GIAX follows a multi strategy strategy; PHEQ uses long short.
- PHEQ costs 0.74% less per year.
Side-by-side comparison
| GIAX | PHEQ | |
|---|---|---|
| Annual cost (TER) | 1.03% | 0.29% |
| Fund size (AUM) | $101M | $138M |
| Since | 2024 | 2023 |
| Dividend yield | 22.33% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | long short |
| CAGR 1Y | +25.7% | +14.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 22.77% | 6.18% |
| Max drawdown | -20.38% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.