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PHEQ vs HEDG

Parametric Hedged Equity ETF vs Equable Shares Hedged Equity ETF

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

HEDG

Equable Shares Hedged Equity ETF

Annual cost

0.96%

Fund size

$401M

Key differences

Both PHEQ and HEDG are alternative ETFs. PHEQ charges 0.29% a year and HEDG 0.96%. The main difference: PHEQ costs 0.67% less per year.

  • PHEQ costs 0.67% less per year.

Side-by-side comparison

PHEQHEDG
Annual cost (TER)0.29%0.96%
Fund size (AUM)$138M$401M
Since20232019
Dividend yield1.03%2.08%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortlong short
CAGR 1Y+14.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.16%
Max drawdown-12.55%-3.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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