Screener
HEQT vs PHEQ
Simplify Hedged Equity ETF vs Parametric Hedged Equity ETF
Key differences
Both HEQT and PHEQ are alternative ETFs. HEQT charges 0.43% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.14% less per year.
- PHEQ costs 0.14% less per year.
Side-by-side comparison
| HEQT | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.29% |
| Fund size (AUM) | $323M | $138M |
| Since | 2021 | 2023 |
| Dividend yield | 1.19% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +13.8% | +15.5% |
| CAGR 3Y | +13.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 6.45% | 6.19% |
| Max drawdown | -11.51% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.