Screener
SHDG vs PHEQ
Soundwatch Hedged Equity ETF vs Parametric Hedged Equity ETF
Key differences
Both SHDG and PHEQ are alternative ETFs. SHDG charges 0.91% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.62% less per year.
- PHEQ costs 0.62% less per year.
- SHDG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHDG | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.29% |
| Fund size (AUM) | $164M | $138M |
| Since | 2016 | 2023 |
| Dividend yield | 0.49% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +11.6% | +14.8% |
| CAGR 3Y | +12.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 7.78% | 6.18% |
| Max drawdown | -15.82% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.