Screener
MSTB vs PHEQ
LHA Market State Tactical Beta ETF vs Parametric Hedged Equity ETF
Key differences
MSTB is an equity ETF, while PHEQ is an alternative ETF. MSTB charges 1.38% a year and PHEQ 0.29%.
- MSTB is an equity fund, while PHEQ is an alternative fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; PHEQ uses long short.
- PHEQ costs 1.09% less per year.
Side-by-side comparison
| MSTB | PHEQ | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.29% |
| Fund size (AUM) | $197M | $138M |
| Since | 2020 | 2023 |
| Dividend yield | 0.38% | 1.03% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +17.4% | +14.8% |
| CAGR 3Y | +17.8% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | N/A |
| Volatility 1Y | 10.59% | 6.18% |
| Max drawdown | -25.64% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.