Screener
PHEQ vs EDGU
Parametric Hedged Equity ETF vs 3EDGE Dynamic US Equity ETF
Key differences
PHEQ is an alternative ETF, while EDGU is an equity ETF. PHEQ charges 0.29% a year and EDGU 0.91%.
- PHEQ is an alternative fund, while EDGU is an equity fund. They carry different risk/return profiles.
- PHEQ follows a long short strategy; EDGU uses active selection.
- PHEQ costs 0.62% less per year.
Side-by-side comparison
| PHEQ | EDGU | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.91% |
| Fund size (AUM) | $138M | $148M |
| Since | 2023 | 2024 |
| Dividend yield | 1.03% | 0.65% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | active selection |
| CAGR 1Y | +14.8% | +25.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.18% | 12.32% |
| Max drawdown | -12.55% | -17.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.