Screener
RPHS vs PHEQ
Regents Park Hedged Market Strategy ETF vs Parametric Hedged Equity ETF
Key differences
Both RPHS and PHEQ are alternative ETFs. RPHS charges 0.75% a year and PHEQ 0.29%. The main difference: RPHS follows a active selection strategy; PHEQ uses long short.
- RPHS follows a active selection strategy; PHEQ uses long short.
- PHEQ costs 0.46% less per year.
Side-by-side comparison
| RPHS | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.29% |
| Fund size (AUM) | $56M | $138M |
| Since | 2022 | 2023 |
| Dividend yield | 2.76% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +16.5% | +14.8% |
| CAGR 3Y | +14.4% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.94 | N/A |
| Volatility 1Y | 10.73% | 6.18% |
| Max drawdown | -15.77% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.