Skip to content
Screener

WZRD vs PHEQ

Opportunistic Trader ETF vs Parametric Hedged Equity ETF

WZRD

Opportunistic Trader ETF

Annual cost

1.00%

Fund size

$3M

PHEQ

Parametric Hedged Equity ETF

Annual cost

0.29%

Fund size

$138M

Key differences

Both WZRD and PHEQ are alternative ETFs. WZRD charges 1.00% a year and PHEQ 0.29%. The main difference: WZRD follows a structured outcome strategy; PHEQ uses long short.

  • WZRD follows a structured outcome strategy; PHEQ uses long short.
  • PHEQ costs 0.71% less per year.
  • PHEQ is much larger than WZRD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WZRDPHEQ
Annual cost (TER)1.00%0.29%
Fund size (AUM)$3M$138M
Since20252023
Dividend yield1.03%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomelong short
CAGR 1YN/A+14.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y6.16%
Max drawdown-75.13%-12.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

Similar to WZRD and PHEQ