Screener
PHEQ vs LSEQ
Parametric Hedged Equity ETF vs Harbor Long-Short Equity ETF
Key differences
Both PHEQ and LSEQ are alternative ETFs. PHEQ charges 0.29% a year and LSEQ 2.28%. The main difference: PHEQ follows a option income strategy; LSEQ uses long short.
- PHEQ follows a option income strategy; LSEQ uses long short.
- PHEQ costs 1.99% less per year.
- PHEQ is much larger than LSEQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | LSEQ | |
|---|---|---|
| Annual cost (TER) | 0.29% | 2.28% |
| Fund size (AUM) | $138M | $15M |
| Since | 2023 | 2023 |
| Dividend yield | 1.03% | 1.79% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | long short |
| CAGR 1Y | +15.5% | +22.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 15.27% |
| Max drawdown | -12.55% | -8.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.