PHEQvsETF 2ETF Comparison
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Choose a second ETF to run a side-by-side ETF comparison with PHEQ, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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PHEQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHEQ ETF 2 | +0.55%– | +2.17%– | +6.97%– | +13.15%– | n/a– | n/a– |
| Flows | PHEQ ETF 2 | -$13K– | +$3M– | -$6M– | +$26M– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHEQ ETF 2 | +5.96%– | +6.61%– | n/a– | n/a– |
| Max drawdown | PHEQ ETF 2 | -1.73%– | -3.96%– | n/a– | n/a– |
| Max drawdown duration | PHEQ ETF 2 | 19d– | 86d– | n/a– | n/a– |
Trading data
PHEQ | ETF 2 | |
Last sale 8/5/2026 at 7:58 PM | $34.88 | – |
| Previous close 08/05/2026 | $34.92 | – |
| Consolidated volume 08/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/5/2026 at 7:58 PM
Live
Closed
PHEQ | ETF 2 | |
|---|---|---|
| Last price | $34.88 | – |
| 1D performance | -0.13% | – |
| AuM | $140.70 M | – |
| E/R | 0.29% | – |
Characteristics
PHEQ | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Morgan Stanley | – |
| Benchmark | - | – |
| N° of holdings | 169 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2023 | – |
| ESG | No | – |
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Exposure
Countries
PHEQ
USA
100.19%
Other
-0.19%
ETF 2
Sectors
PHEQ
Technology
46.23%
Finance
13.58%
Consumer Non-Cycl.
9.39%
Healthcare
9.11%
Industrials
8.04%
Other
13.66%
ETF 2
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Diversification
PHEQ
Total weight of top 15 holdings out of 15
46.28%
ETF 2
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Top 15 holdings
Data as of June 30, 2026
PHEQ
NVIDIA Corp.
7.60%
Apple, Inc.
6.96%
Microsoft Corp.
4.43%
Amazon.com, Inc.
3.83%
Alphabet, Inc.
3.43%
Alphabet, Inc.
2.96%
Broadcom Inc.
2.93%
Tesla, Inc.
2.15%
Micron Technology, Inc.
2.14%
Meta Platforms, Inc.
1.97%
Eli Lilly & Co.
1.86%
JPMorgan Chase & Co.
1.70%
Morgan Stanley Instl. Liquidity Funds - Government Portfolio
1.52%
Johnson & Johnson
1.43%
KLA Corp.
1.38%
ETF 2
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Latest news about PHEQ
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