Screener
THEQ vs PHEQ
T. Rowe Price Hedged Equity ETF vs Parametric Hedged Equity ETF
Key differences
Both THEQ and PHEQ are alternative ETFs. THEQ charges 0.46% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.17% less per year.
- PHEQ costs 0.17% less per year.
- PHEQ is much larger than THEQ. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| THEQ | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.29% |
| Fund size (AUM) | $35M | $138M |
| Since | 2025 | 2023 |
| Dividend yield | 0.48% | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | +14.3% | +14.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.89% | 6.16% |
| Max drawdown | -8.08% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.