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JHDG vs PHEQ

John Hancock Hedged Equity ETF vs Parametric Hedged Equity ETF

JHDG

John Hancock Hedged Equity ETF

Annual cost

0.49%

Fund size

$99M

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

Both JHDG and PHEQ are alternative ETFs. JHDG charges 0.49% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.20% less per year.

  • PHEQ costs 0.20% less per year.

Side-by-side comparison

JHDGPHEQ
Annual cost (TER)0.49%0.29%
Fund size (AUM)$99M$138M
Since20262023
Dividend yield1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1YN/A+14.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.16%
Max drawdown-2.62%-12.55%

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

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