LFGY vs PHEQ
Comparison between YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF) and PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF).
LFGY vs PHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LFGY vs PHEQ - Holdings Comparison
LFGY and PHEQ have 7 common holdings. Overlap is 1.79%
LFGY's top 25 holdings weight is 106.08%. PHEQ's top 25 holdings weight is 53.61%.
| Rank | LFGY | PHEQ |
|---|---|---|
| #1 | IBIT 08/21/2026 10.01 C (n/a) - 8.47% | NVIDIA CORP (NVDA) - 7.31% |
| #2 | n/a (CORZ) - 6.70% | APPLE INC (AAPL) - 6.70% |
| #3 | HUT 8 CORP (HUT) - 6.16% | MICROSOFT CORP (MSFT) - 4.74% |
| #4 | RIOT PLATFORMS INC (RIOT) - 6.01% | AMAZON.COM INC (AMZN) - 3.67% |
| #5 | CIPHER DIGITAL INC (CIFR) - 5.99% | ALPHABET INC CLASS A (GOOGL) - 3.15% |
| #6 | NVIDIA CORP (NVDA) - 5.58% | ALPHABET INC CLASS C (GOOG) - 2.73% |
| #7 | OPERA LTD ADR (OPRA) - 5.17% | BROADCOM INC (AVGO) - 2.61% |
| #8 | BLOCK INC CLASS A (XYZ) - 5.13% | META PLATFORMS INC CLASS A (META) - 2.20% |
| #9 | n/a (GLXY) - 4.53% | TESLA INC (TSLA) - 1.78% |
| #10 | MARA HOLDINGS INC (MARA) - 4.42% | EXXON MOBIL CORP (XOM) - 1.70% |
| #11 | PAYPAL HOLDINGS INC (PYPL) - 4.25% | JPMORGAN CHASE & CO (JPM) - 1.64% |
| #12 | CLEANSPARK INC (CLSK) - 4.20% | ELI LILLY AND CO (LLY) - 1.58% |
| #13 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.03% | JOHNSON & JOHNSON (JNJ) - 1.48% |
| #14 | IREN LTD (IREN) - 3.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.36% |
| #15 | STRATEGY INC CLASS A (MSTR) - 3.81% | WALMART INC (WMT) - 1.27% |
| #16 | n/a (CRCL) - 3.70% | VISA INC CLASS A (V) - 1.11% |
| #17 | MERCADOLIBRE INC (MELI) - 3.15% | COSTCO WHOLESALE CORP (COST) - 1.04% |
| #18 | n/a (BTDR) - 3.03% | CISCO SYSTEMS INC (CSCO) - 1.00% |
| #19 | HOOD US 06/18/26 C30 (n/a) - 2.74% | PUT ON S&P 500 MAR27 (n/a) - 1.00% |
| #20 | n/a (COIN) - 2.68% | CHEVRON CORP (CVX) - 0.99% |
| #21 | n/a (FIGR) - 2.67% | MASTERCARD INC CLASS A (MA) - 0.94% |
| #22 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.62% | PUT ON S&P 500 DEC26 (n/a) - 0.92% |
| #23 | ISHARES ETHEREUM TRUST ETF (ETHA) - 2.61% | ABBVIE INC (ABBV) - 0.91% |
| #24 | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.47% | NETFLIX INC (NFLX) - 0.90% |
| #25 | BULLISH (BLSH) - 1.97% | MERCK & CO INC (MRK) - 0.88% |
| Total Holdings | 124 | 212 |
LFGY vs PHEQ - Historical Returns
Returns include dividend reinvestment.
LFGY vs PHEQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LFGY | PHEQ |
|---|---|---|
| 2026 | +10.15% | +4.96% |
| 2025 | -8.07% | +11.81% |
| 2024 | N/A | +15.16% |
| 2023 | N/A | +7.19% |
LFGY vs PHEQ Drawdown Comparison
The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current LFGY drawdown is -12.26%. The current PHEQ drawdown is -0.55%.
| Rank | LFGY | PHEQ |
|---|---|---|
| #1 | -35.83% Oct 15, 2025 - Feb 5, 2026 | -12.55% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -34.64% Jan 24, 2025 - Jul 2, 2025 | -4.26% Jan 12, 2026 - Apr 13, 2026 |
| #3 | -11.25% Jul 17, 2025 - Sep 18, 2025 | -4.11% Jul 10, 2024 - Aug 19, 2024 |
| #4 | -4.08% Oct 9, 2025 - Oct 15, 2025 | -2.60% Oct 19, 2023 - Nov 2, 2023 |
| #5 | -3.16% Sep 22, 2025 - Sep 29, 2025 | -2.14% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -2.54% Jul 3, 2025 - Jul 16, 2025 | -1.74% Mar 28, 2024 - May 6, 2024 |
| #7 | -0.99% Oct 6, 2025 - Oct 8, 2025 | -1.70% Aug 29, 2024 - Sep 12, 2024 |
| #8 | -0.70% Jan 17, 2025 - Jan 24, 2025 | -1.70% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -0.54% Sep 18, 2025 - Sep 22, 2025 | -1.41% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.05% Sep 29, 2025 - Oct 1, 2025 | -1.37% Dec 6, 2024 - Dec 24, 2024 |
| #11 | N/A | -1.30% Jul 28, 2025 - Aug 12, 2025 |
| #12 | N/A | -1.25% Jun 4, 2026 - Jun 10, 2026 |
| #13 | N/A | -1.02% Nov 11, 2024 - Nov 22, 2024 |
| #14 | N/A | -0.95% Oct 29, 2024 - Nov 6, 2024 |
| #15 | N/A | -0.92% Dec 28, 2023 - Jan 9, 2024 |
Correlation
Correlation between LFGY and PHEQ is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2023 - 2026)
LFGY vs PHEQ dividend yield comparison.
| Year | LFGY | PHEQ |
|---|---|---|
| 2026 | 24.96% | 0.08% |
| 2025 | 94.90% | 1.19% |
| 2024 | 0.00% | 1.39% |
| 2023 | 0.00% | 1.73% |
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