PHEQvsWAMAETF Comparison
Parametric Hedged Equity ETF (PHEQ) belongs to the Options Strategies segment. WisdomTree US Adaptive Moving Average Fund (WAMA) is part of the Multi-Asset: Other segment. PHEQ's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, WAMA's top sector exposures are Information Technology, Communication Services and Financials. PHEQ is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.32% for WAMA. Run a side-by-side ETF comparison of PHEQ and WAMA below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
PHEQ vs WAMA performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHEQ WAMA | +6.89%+8.00% | +3.22%n/a | +3.57%n/a | +19.53%n/a | n/an/a | n/an/a |
| Flows | PHEQ WAMA | +$5M+$91M | -$8M- | -$10M- | +$23M- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHEQ WAMA | +8.35%n/a | +7.12%n/a | n/an/a | n/an/a |
| Max drawdown | PHEQ WAMA | -3.73%n/a | -3.96%n/a | n/an/a | n/an/a |
| Max drawdown duration | PHEQ WAMA | 57dn/a | 86dn/a | n/an/a | n/an/a |
PHEQ | WAMA | |
Last sale 5/1/2026 at 1:30 PM | $33.89 | $25.36 |
| Previous close 04/29/2026 | $33.83 | $25.22 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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PHEQ | WAMA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
PHEQ | WAMA | |
|---|---|---|
| Last price | $33.89 | $25.36 |
| 1D performance | +0.16% | +0.56% |
| AuM | $133.04 M | $178.77 M |
| E/R | 0.29% | 0.32% |
PHEQ | WAMA | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Morgan Stanley | WisdomTree |
| Benchmark | - | WisdomTree U.S. Adaptive Moving Average Index |
| N° of holdings | 173 | 468 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 19, 2023 | March 12, 2026 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
