Screener
PHEQ vs HEQT
Parametric Hedged Equity ETF vs Simplify Hedged Equity ETF
Key differences
Both PHEQ and HEQT are alternative ETFs. PHEQ charges 0.29% a year and HEQT 0.43%. The main difference: PHEQ costs 0.14% less per year.
- PHEQ costs 0.14% less per year.
Side-by-side comparison
| PHEQ | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.43% |
| Fund size (AUM) | $138M | $323M |
| Since | 2023 | 2021 |
| Dividend yield | 1.03% | 1.19% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +15.5% | +13.8% |
| CAGR 3Y | N/A | +13.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 6.19% | 6.45% |
| Max drawdown | -12.55% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.