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PEPS vs ETFT

Parametric Equity Plus ETF vs Fundsmith Equity ETF

PEPS

Parametric Equity Plus ETF

Eaton Vance ETFs

Annual cost

0.10%

Fund size

$26M

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

Key differences

  • PEPS follows a option income strategy; ETFT uses long short.

Side-by-side comparison

PEPSETFT
Annual cost (TER)0.10%
Fund size (AUM)$26M
Since2024
Dividend yield0.94%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+32.6%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.22%
Max drawdown-9.79%-14.76%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PEPS and ETFT