Screener
PHEQ vs PEPS
Parametric Hedged Equity ETF vs Parametric Equity Plus ETF
Key differences
Both PHEQ and PEPS are alternative ETFs. PHEQ charges 0.29% a year and PEPS 0.10%. The main difference: PHEQ follows a long short strategy; PEPS uses option income.
- PHEQ follows a long short strategy; PEPS uses option income.
- PEPS costs 0.19% less per year.
- PHEQ is much larger than PEPS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | PEPS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.10% |
| Fund size (AUM) | $138M | $28M |
| Since | 2023 | 2024 |
| Dividend yield | 1.03% | 0.88% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +14.3% | +24.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.16% | 13.49% |
| Max drawdown | -12.55% | -9.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.