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PHEQ vs ETFT

Parametric Hedged Equity ETF vs Fundsmith Equity ETF

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

Key differences

Both PHEQ and ETFT are alternative ETFs. The main difference: PHEQ follows a option income strategy; ETFT uses long short.

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

Side-by-side comparison

PHEQETFT
Annual cost (TER)0.29%
Fund size (AUM)$138M
Since2023
Dividend yield1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+15.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.19%
Max drawdown-12.55%-14.76%

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