Screener
PHEQ vs SHUS
Parametric Hedged Equity ETF vs Stratified LargeCap Hedged ETF
Key differences
Both PHEQ and SHUS are alternative ETFs. PHEQ charges 0.29% a year and SHUS 0.79%. The main difference: PHEQ costs 0.50% less per year.
- PHEQ costs 0.50% less per year.
- PHEQ is much larger than SHUS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.79% |
| Fund size (AUM) | $138M | $24M |
| Since | 2023 | 2021 |
| Dividend yield | 1.03% | 1.27% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +15.5% | +16.8% |
| CAGR 3Y | N/A | +11.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.65 |
| Volatility 1Y | 6.19% | 10.06% |
| Max drawdown | -12.55% | -14.09% |
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