Screener
MSTQ vs PHEQ
LHA Market State Tactical Q ETF vs Parametric Hedged Equity ETF
Key differences
Both MSTQ and PHEQ are alternative ETFs. MSTQ charges 1.55% a year and PHEQ 0.29%. The main difference: MSTQ follows a option income strategy; PHEQ uses long short.
- MSTQ follows a option income strategy; PHEQ uses long short.
- PHEQ costs 1.26% less per year.
- PHEQ is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MSTQ | PHEQ | |
|---|---|---|
| Annual cost (TER) | 1.55% | 0.29% |
| Fund size (AUM) | $39M | $138M |
| Since | 2022 | 2023 |
| Dividend yield | 0.65% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +27.0% | +14.8% |
| CAGR 3Y | +23.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.14 | N/A |
| Volatility 1Y | 15.40% | 6.18% |
| Max drawdown | -31.05% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.