Screener
MKAM vs PHEQ
Mkam Etf vs Parametric Hedged Equity ETF
Key differences
Both MKAM and PHEQ are alternative ETFs. MKAM charges 0.53% a year and PHEQ 0.29%. The main difference: MKAM follows a active selection strategy; PHEQ uses long short.
- MKAM follows a active selection strategy; PHEQ uses long short.
- PHEQ costs 0.24% less per year.
- PHEQ is much larger than MKAM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MKAM | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.29% |
| Fund size (AUM) | $13M | $138M |
| Since | 2023 | 2023 |
| Dividend yield | 2.90% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +10.6% | +14.3% |
| CAGR 3Y | +9.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 6.19% | 6.16% |
| Max drawdown | -5.01% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.