Screener
LSEQ vs PHEQ
Harbor Long-Short Equity ETF vs Parametric Hedged Equity ETF
Key differences
Both LSEQ and PHEQ are alternative ETFs. LSEQ charges 2.28% a year and PHEQ 0.29%. The main difference: PHEQ costs 1.99% less per year.
- PHEQ costs 1.99% less per year.
- PHEQ is much larger than LSEQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LSEQ | PHEQ | |
|---|---|---|
| Annual cost (TER) | 2.28% | 0.29% |
| Fund size (AUM) | $15M | $138M |
| Since | 2023 | 2023 |
| Dividend yield | 1.79% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +23.9% | +14.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.25% | 6.16% |
| Max drawdown | -8.35% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.