Screener
PHEQ vs LVDS
Parametric Hedged Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
PHEQ is an alternative ETF, while LVDS is an equity ETF. PHEQ charges 0.29% a year and LVDS 0.30%.
- PHEQ is an alternative fund, while LVDS is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; LVDS uses active selection.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PHEQ | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.30% |
| Fund size (AUM) | $138M | $103M |
| Since | 2023 | 2003 |
| Dividend yield | 1.03% | 1.37% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | — |
| Max drawdown | -12.55% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.