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PHEQ vs HEMI

Parametric Hedged Equity ETF vs Hartford Equity Premium Income ETF

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

HEMI

Hartford Equity Premium Income ETF

Annual cost

0.49%

Fund size

$34M

Key differences

Both PHEQ and HEMI are alternative ETFs. PHEQ charges 0.29% a year and HEMI 0.49%. The main difference: PHEQ follows a long short strategy; HEMI uses option income.

  • PHEQ follows a long short strategy; HEMI uses option income.
  • PHEQ costs 0.20% less per year.
  • PHEQ is much larger than HEMI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PHEQHEMI
Annual cost (TER)0.29%0.49%
Fund size (AUM)$138M$34M
Since20232025
Dividend yield1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortoption income
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%-7.79%

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

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