Screener
PHEQ vs MSTQ
Parametric Hedged Equity ETF vs LHA Market State Tactical Q ETF
Key differences
Both PHEQ and MSTQ are alternative ETFs. PHEQ charges 0.29% a year and MSTQ 1.55%. The main difference: PHEQ follows a long short strategy; MSTQ uses option income.
- PHEQ follows a long short strategy; MSTQ uses option income.
- PHEQ costs 1.26% less per year.
- PHEQ is much larger than MSTQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | MSTQ | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.55% |
| Fund size (AUM) | $138M | $39M |
| Since | 2023 | 2022 |
| Dividend yield | 1.03% | 0.65% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +14.8% | +27.0% |
| CAGR 3Y | N/A | +23.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 6.18% | 15.40% |
| Max drawdown | -12.55% | -31.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.