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