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PHEQ vs JPEF
Parametric Hedged Equity ETF vs JPMorgan Equity Focus ETF
Key differences
PHEQ is an alternative ETF, while JPEF is an equity ETF. PHEQ charges 0.29% a year and JPEF 0.44%.
- PHEQ is an alternative fund, while JPEF is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; JPEF uses active selection.
- PHEQ costs 0.15% less per year.
- JPEF is much larger than PHEQ. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHEQ | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.44% |
| Fund size (AUM) | $138M | $2.0B |
| Since | 2023 | 2011 |
| Dividend yield | 1.03% | 0.65% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | +17.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 11.62% |
| Max drawdown | -12.55% | -18.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.