Screener
PHEQ vs MCDS
Parametric Hedged Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
PHEQ is an alternative ETF, while MCDS is an equity ETF. PHEQ charges 0.29% a year and MCDS 0.35%.
- PHEQ is an alternative fund, while MCDS is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; MCDS uses active selection.
- PHEQ costs 0.06% less per year.
- PHEQ is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.35% |
| Fund size (AUM) | $138M | $8M |
| Since | 2023 | 2024 |
| Dividend yield | 1.03% | 1.08% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | +20.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 13.34% |
| Max drawdown | -12.55% | -20.53% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.