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MDAA vs PHEQ

Myriad Dynamic Asset Allocation ETF vs Parametric Hedged Equity ETF

MDAA

Myriad Dynamic Asset Allocation ETF

Annual cost

Fund size

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

MDAA is a mixed asset ETF, while PHEQ is an alternative ETF.

  • MDAA is a mixed asset fund, while PHEQ is an alternative fund. They carry different risk/return profiles.
  • MDAA follows a active selection strategy; PHEQ uses long short.

Side-by-side comparison

MDAAPHEQ
Annual cost (TER)0.29%
Fund size (AUM)$138M
Since2023
Dividend yield1.03%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1YN/A+14.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.16%
Max drawdown-14.59%-12.55%

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

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