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 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHEQ ETF 2 | +5.45%– | +2.87%– | +3.47%– | +20.52%– | n/a– | n/a– |
| Flows | PHEQ ETF 2 | +$5M– | -$8M– | -$10M– | +$24M– | -– | -– |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHEQ ETF 2 | +8.37%– | +7.13%– | n/a– | n/a– |
| Max drawdown | PHEQ ETF 2 | -3.79%– | -3.96%– | n/a– | n/a– |
| Max drawdown duration | PHEQ ETF 2 | 71d– | 86d– | n/a– | n/a– |
Trading data
PHEQ | ETF 2 | |
Last sale 4/28/2026 at 1:30 PM | $33.66 | – |
| Previous close 04/27/2026 | $33.66 | – |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
PHEQ | ETF 2 | |
|---|---|---|
| Last price | $33.66 | – |
| 1D performance | +0.00% | – |
| AuM | $132.92 M | – |
| E/R | 0.29% | – |
Characteristics
PHEQ | ETF 2 | |
|---|---|---|
| Management strategy | Active | – |
| Provider | Morgan Stanley | – |
| Benchmark | - | – |
| N° of holdings | 173 | – |
| Asset class | - | – |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2023 | – |
| ESG | No | – |
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Exposure
Countries
PHEQ
USA
93.2%
Other
6.8%
ETF 2
Sectors
PHEQ
Information Techn.
33.71%
Communication Ser.
10.57%
Consumer Discreti.
9.49%
Financials
9.34%
Health Care
8.92%
Industrials
7.64%
Other
20.33%
ETF 2
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Diversification
PHEQ
Total weight of top 15 holdings out of 15
43.64%
ETF 2
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Top 15 holdings
Data as of March 31, 2026
PHEQ
NVIDIA
7.24%
APPLE
6.63%
MICROSOFT-T
4.74%
AMAZON.COM INC
3.62%
ALPHABET INC-CL
3.05%
ALPHABET INC-CL
2.65%
BROADCOM LIMITED
2.59%
META PLATFORMS
2.22%
TESLA
1.89%
EXXON
1.78%
JPMORGAN CHASE
1.65%
LILLY
1.58%
JOHNSON&JOHNSON
1.51%
BERKSHIRE HATHWAY
1.38%
VISA INCORPORATION
1.11%
ETF 2
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Latest news about PHEQ
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