Screener
PHEQ vs JUSA
Parametric Hedged Equity ETF vs JPMorgan U.S. Research Enhanced Large Cap ETF
Key differences
PHEQ is an alternative ETF, while JUSA is an equity ETF. PHEQ charges 0.29% a year and JUSA 0.12%.
- PHEQ is an alternative fund, while JUSA is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; JUSA uses active selection.
- JUSA costs 0.17% less per year.
Side-by-side comparison
| PHEQ | JUSA | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.12% |
| Fund size (AUM) | $138M | $319M |
| Since | 2023 | 2025 |
| Dividend yield | 1.03% | 0.82% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | +24.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 12.08% |
| Max drawdown | -12.55% | -14.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.