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PHEQ and HELO share 58.9% of their holdings.
| Side by side | PHEQ | HELO |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 0.29% | 0.50% |
| Cost per year on $10k |
| $29 |
| $50 |
| Trailing 12-mo yield | 0.81% | 0.56% |
| Income per year on $10k | $81 | $56 |
| YTD | +10.1% | +5.4% |
| 1 year | +10.8% | +6.6% |
| 3 years · per year | +15.1% | +12.6% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.3% | −5.8% |
| Volatility · 1Y | 6.0% | 7.0% |
| Holdings | 0 | 147 |
| Assets | $152M | $4.9B |
| Leverage | None | None |
| Since | 2023 | 2023 |
Highlighted = best in the row. Returns include dividends.