Screener
KHPI vs PHEQ
Kensington Hedged Premium Income ETF vs Parametric Hedged Equity ETF
Key differences
Both KHPI and PHEQ are alternative ETFs. KHPI charges 0.98% a year and PHEQ 0.29%. The main difference: KHPI follows a option income strategy; PHEQ uses long short.
- KHPI follows a option income strategy; PHEQ uses long short.
- PHEQ costs 0.69% less per year.
Side-by-side comparison
| KHPI | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.29% |
| Fund size (AUM) | $389M | $138M |
| Since | 2024 | 2023 |
| Dividend yield | 8.86% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +13.7% | +14.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 7.54% | 6.18% |
| Max drawdown | -10.58% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.