Screener
PHEQ vs EDGI
Parametric Hedged Equity ETF vs 3EDGE Dynamic International Equity ETF
Key differences
PHEQ is an alternative ETF, while EDGI is an equity ETF. PHEQ charges 0.29% a year and EDGI 0.97%.
- PHEQ is an alternative fund, while EDGI is an equity fund. They carry different risk/return profiles.
- PHEQ follows a long short strategy; EDGI uses active selection.
- PHEQ covers North America; EDGI covers global markets excluding the US.
- PHEQ costs 0.68% less per year.
Side-by-side comparison
| PHEQ | EDGI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.97% |
| Fund size (AUM) | $138M | $86M |
| Since | 2023 | 2024 |
| Dividend yield | 1.03% | 1.79% |
| Asset class | alternative | equity |
| Region | north america | global ex us |
| Strategy | long short | active selection |
| CAGR 1Y | +14.8% | +22.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.18% | 15.81% |
| Max drawdown | -12.55% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.