PHEQvsETF 2ETF Comparison
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PHEQ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHEQ ETF 2 | +0.88%– | +2.93%– | +8.82%– | +11.54%– | n/a– | n/a– |
| Flows | PHEQ ETF 2 | +$4M– | +$12M– | +$3M– | +$35M– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHEQ ETF 2 | +5.36%– | +6.67%– | 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 9/18/2026 at 1:30 PM | $35.39 | – |
| Previous close 09/17/2026 | $35.34 | – |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
PHEQ | ETF 2 | |
|---|---|---|
| Last price | $35.39 | – |
| 1D performance | +0.14% | – |
| AuM | $151.96 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 | – |
Exposure
Countries
PHEQ
USA
100.61%
Other
-0.61%
ETF 2
Sectors
PHEQ
Technology
45.18%
Finance
14.44%
Consumer Non-Cycl.
10.18%
Healthcare
9.19%
Industrials
7.28%
Other
13.74%
ETF 2
Diversification
PHEQ
Total weight of top 15 holdings out of 15
47.46%
ETF 2
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Top 15 holdings
Data as of July 31, 2026
PHEQ
NVIDIA Corp.
7.65%
Apple, Inc.
7.46%
Microsoft Corp.
5.54%
Amazon.com, Inc.
4.39%
Alphabet, Inc.
3.43%
Broadcom Inc.
3.03%
Alphabet, Inc.
3.00%
Meta Platforms, Inc.
1.95%
JPMorgan Chase & Co.
1.83%
Eli Lilly & Co.
1.79%
Tesla, Inc.
1.60%
Micron Technology, Inc.
1.53%
Johnson & Johnson
1.45%
ExxonMobil Holdings Corp.
1.44%
Berkshire Hathaway, Inc.
1.37%
ETF 2
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