Screener
WTLS vs PHEQ
Wisdomtree Efficient Long/Short US Equity Fund vs Parametric Hedged Equity ETF
Key differences
Both WTLS and PHEQ are alternative ETFs. WTLS charges 0.88% a year and PHEQ 0.29%. The main difference: PHEQ costs 0.59% less per year.
- PHEQ costs 0.59% less per year.
- PHEQ is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| WTLS | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.88% | 0.29% |
| Fund size (AUM) | $12M | $138M |
| Since | 2026 | 2023 |
| Dividend yield | — | 1.03% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | long short |
| CAGR 1Y | N/A | +14.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 6.18% |
| Max drawdown | -8.95% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.