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PHEQ vs JGLO
Parametric Hedged Equity ETF vs Jpmorgan Global Select Equity ETF
Key differences
PHEQ is an alternative ETF, while JGLO is an equity ETF. PHEQ charges 0.29% a year and JGLO 0.47%.
- PHEQ is an alternative fund, while JGLO is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; JGLO uses active selection.
- PHEQ covers North America; JGLO covers global markets.
- PHEQ costs 0.18% less per year.
- JGLO is much larger than PHEQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | JGLO | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.47% |
| Fund size (AUM) | $138M | $7.1B |
| Since | 2023 | 2023 |
| Dividend yield | 1.03% | 1.14% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | +13.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 11.86% |
| Max drawdown | -12.55% | -16.12% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.