PHEQ vs DEW
Comparison between PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF) and WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF).
PHEQ vs DEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHEQ
$140M
Winner
DEW
$140M
Expense Ratio
Winner
PHEQ
0.29%
DEW
0.58%
Max Drawdown
Winner
PHEQ
12.74%
DEW
69.18%
Sharpe Ratio
PHEQ
1.38
Winner
DEW
2.16
5Y Beta
PHEQ
0.53
Winner
DEW
0.48
P/E Ratio
PHEQ
30.93
Winner
DEW
21.34
Forward P/E
PHEQ
21.51
Winner
DEW
15.24
5Y Dividends CAGR
PHEQ
N/A
DEW
11.62%
5Y EPS CAGR
Winner
PHEQ
25.91%
DEW
9.59%
Debt to Equity
PHEQ
39.86%
Winner
DEW
5.99%
P/S Ratio
PHEQ
3.74
Winner
DEW
1.97
P/B Ratio
PHEQ
5.76
Winner
DEW
2.37
PHEQ vs DEW - Holdings Comparison
PHEQ and DEW have 29 common holdings. Overlap is 9.70%
PHEQ's top 25 holdings weight is 58.32%. DEW's top 25 holdings weight is 28.22%.
| Rank | PHEQ | DEW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.04% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.48% |
| #2 | APPLE INC (AAPL) - 7.57% | JOHNSON & JOHNSON (JNJ) - 1.93% |
| #3 | MICROSOFT CORP (MSFT) - 4.57% | CHEVRON CORP (CVX) - 1.91% |
| #4 | AMAZON.COM INC (AMZN) - 3.98% | HSBC HOLDINGS PLC (n/a) - 1.51% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.44% | ABBVIE INC (ABBV) - 1.42% |
| #6 | BROADCOM INC (AVGO) - 3.02% | ALTRIA GROUP INC (MO) - 1.36% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.99% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.28% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.31% | MERCK & CO INC (MRK) - 1.27% |
| #9 | TESLA INC (TSLA) - 2.03% | TEXAS INSTRUMENTS INC (TXN) - 1.15% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.82% | INTESA SANPAOLO (n/a) - 1.12% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.78% | NESTLE SA (n/a) - 1.09% |
| #12 | ELI LILLY AND CO (LLY) - 1.78% | THE TORONTO-DOMINION BANK (TD) - 1.04% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.43% | SHELL PLC (n/a) - 0.98% |
| #14 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.38% | PEPSICO INC (PEP) - 0.92% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.34% | GILEAD SCIENCES INC (GILD) - 0.87% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.33% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.85% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% |
| #18 | VISA INC CLASS A (V) - 1.22% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.81% |
| #19 | KLA CORP (KLAC) - 1.05% | AXA SA (n/a) - 0.80% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.03% | BHP GROUP LTD (n/a) - 0.80% |
| #21 | CATERPILLAR INC (CAT) - 1.03% | AMGEN INC (AMGN) - 0.80% |
| #22 | WALMART INC (WMT) - 1.02% | AT&T INC (T) - 0.80% |
| #23 | ABBVIE INC (ABBV) - 0.99% | BNP PARIBAS ACT. CAT.A (n/a) - 0.76% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.94% | SIMON PROPERTY GROUP INC (SPG) - 0.73% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.92% | CVS HEALTH CORP (CVS) - 0.70% |
| Total Holdings | 183 | 697 |
PHEQ vs DEW - Historical Returns
Returns include dividend reinvestment.
1M
PHEQ
+0.65%
Winner
DEW
+4.38%
3M
PHEQ
+3.66%
Winner
DEW
+6.99%
6M
PHEQ
+6.35%
Winner
DEW
+13.48%
1Y
PHEQ
+12.56%
Winner
DEW
+27.03%
5Y(CAGR)
PHEQ
N/A
DEW
+12.65%
10Y(CAGR)
PHEQ
N/A
DEW
+9.47%
Max(CAGR)
Winner
PHEQ
+14.86%
DEW
+6.06%
PHEQ vs DEW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PHEQ | DEW |
|---|---|---|
| 2026 | +5.99% | +16.64% |
| 2025 | +11.81% | +22.72% |
| 2024 | +15.16% | +11.03% |
| 2023 | +7.19% | +9.44% |
| 2022 | N/A | -2.88% |
| 2021 | N/A | +21.76% |
| 2020 | N/A | -8.08% |
| 2019 | N/A | +20.29% |
| 2018 | N/A | -10.86% |
| 2017 | N/A | +14.93% |
| 2016 | N/A | +16.26% |
| 2015 | N/A | -6.31% |
| 2014 | N/A | -1.31% |
| 2013 | N/A | +13.04% |
| 2012 | N/A | +12.42% |
| 2011 | N/A | -3.29% |
| 2010 | N/A | +4.00% |
| 2009 | N/A | +30.14% |
| 2008 | N/A | -43.28% |
| 2007 | N/A | +7.57% |
| 2006 | N/A | +23.20% |
PHEQ vs DEW Drawdown Comparison
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.
The current PHEQ drawdown is -0.26%. The current DEW drawdown is -0.01%.
| Rank | PHEQ | DEW |
|---|---|---|
| #1 | -12.55% Feb 19, 2025 - Jun 26, 2025 | -65.49% Oct 31, 2007 - Jul 3, 2014 |
| #2 | -4.26% Jan 12, 2026 - Apr 13, 2026 | -38.77% Jan 17, 2020 - Mar 12, 2021 |
| #3 | -4.11% Jul 10, 2024 - Aug 19, 2024 | -24.49% Jul 3, 2014 - Apr 25, 2017 |
| #4 | -2.60% Oct 19, 2023 - Nov 2, 2023 | -18.86% Apr 20, 2022 - Dec 14, 2023 |
| #5 | -2.14% Nov 11, 2025 - Nov 28, 2025 | -18.09% Jan 26, 2018 - Nov 4, 2019 |
| #6 | -1.74% Mar 28, 2024 - May 6, 2024 | -12.86% Jul 13, 2007 - Oct 29, 2007 |
| #7 | -1.70% Aug 29, 2024 - Sep 12, 2024 | -11.80% Apr 2, 2025 - May 15, 2025 |
| #8 | -1.70% Dec 26, 2024 - Jan 17, 2025 | -8.18% Feb 26, 2007 - Apr 2, 2007 |
| #9 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -6.47% Nov 29, 2024 - Feb 13, 2025 |
| #10 | -1.37% Dec 6, 2024 - Dec 24, 2024 | -6.34% Feb 27, 2026 - May 20, 2026 |
| #11 | -1.30% Jul 28, 2025 - Aug 12, 2025 | -6.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -1.25% Jun 4, 2026 - Jun 29, 2026 | -5.98% Jul 7, 2006 - Jul 27, 2006 |
| #13 | -1.02% Nov 11, 2024 - Nov 22, 2024 | -5.61% Jun 4, 2021 - Dec 15, 2021 |
| #14 | -0.95% Oct 29, 2024 - Nov 6, 2024 | -5.21% Mar 28, 2024 - May 9, 2024 |
| #15 | -0.92% Dec 28, 2023 - Jan 9, 2024 | -4.19% Jul 30, 2024 - Aug 16, 2024 |
Correlation
Correlation between PHEQ and DEW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
PHEQ vs DEW dividend yield comparison.
| Year | PHEQ | DEW |
|---|---|---|
| 2026 | 0.22% | 1.64% |
| 2025 | 1.19% | 3.71% |
| 2024 | 1.39% | 4.02% |
| 2023 | 1.73% | 4.55% |
| 2022 | 0.00% | 3.82% |
| 2021 | 0.00% | 3.54% |
| 2020 | 0.00% | 4.10% |
| 2019 | 0.00% | 3.74% |
| 2018 | 0.00% | 4.17% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 3.42% |
| 2015 | 0.00% | 4.32% |
| 2014 | 0.00% | 5.00% |
| 2013 | 0.00% | 3.65% |
| 2012 | 0.00% | 3.82% |
| 2011 | 0.00% | 4.73% |
| 2010 | 0.00% | 3.45% |
| 2009 | 0.00% | 4.89% |
| 2008 | 0.00% | 7.97% |
| 2007 | 0.00% | 3.14% |
| 2006 | 0.00% | 0.52% |
Select Stocks to Compare
Popular: PHEQ vs SPYDEW vs SPY
More Comparisons
Compare with similar stocks