Screener
PHEQ vs EPSV
Parametric Hedged Equity ETF vs Harbor SMID Cap Value ETF
Key differences
PHEQ is an alternative ETF, while EPSV is an equity ETF. PHEQ charges 0.29% a year and EPSV 0.88%.
- PHEQ is an alternative fund, while EPSV is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; EPSV uses index tracking.
- PHEQ costs 0.59% less per year.
- PHEQ is much larger than EPSV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.88% |
| Fund size (AUM) | $138M | $5M |
| Since | 2023 | 2025 |
| Dividend yield | 1.03% | 2.31% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.5% | +44.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 17.83% |
| Max drawdown | -12.55% | -8.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.