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PHEQ vs RPHS

Parametric Hedged Equity ETF vs Regents Park Hedged Market Strategy ETF

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

Key differences

Both PHEQ and RPHS are alternative ETFs. PHEQ charges 0.29% a year and RPHS 0.75%. The main difference: PHEQ follows a long short strategy; RPHS uses active selection.

  • PHEQ follows a long short strategy; RPHS uses active selection.
  • PHEQ costs 0.46% less per year.

Side-by-side comparison

PHEQRPHS
Annual cost (TER)0.29%0.75%
Fund size (AUM)$138M$56M
Since20232022
Dividend yield1.03%2.76%
Asset classalternativealternative
Regionnorth americanorth america
Strategylong shortactive selection
CAGR 1Y+14.3%+15.5%
CAGR 3YN/A+14.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y6.16%10.71%
Max drawdown-12.55%-15.77%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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