Screener
PHEQ vs SCDS
Parametric Hedged Equity ETF vs JPMorgan Fundamental Data Science Small Core ETF
Key differences
PHEQ is an alternative ETF, while SCDS is an equity ETF. PHEQ charges 0.29% a year and SCDS 0.40%.
- PHEQ is an alternative fund, while SCDS is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; SCDS uses index tracking.
- PHEQ costs 0.11% less per year.
- PHEQ is much larger than SCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | SCDS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.40% |
| Fund size (AUM) | $138M | $9M |
| Since | 2023 | 2024 |
| Dividend yield | 1.03% | 0.92% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +15.5% | +40.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | 18.46% |
| Max drawdown | -12.55% | -24.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.