Compare PHEQ and SFLR

PHEQ and SFLR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.82%+8.8%+9.7%+15.4%[…]−4.3%6.1%$149M1.1

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+5.4%+5.5%+16.5%[…]−6.8%10.0%$2.2B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PHEQ 2023 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Hedged Equity ETF · $149M[…]

PHEQ

SFLR

Innovator Equity Managed Floor ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested · they hold 77.7% in common

PHEQMeasureSFLR

+8.8%Year to dateJan 1 → Nov 3+5.4%

+9.7%1 yearTotal return+5.5%

+15.4%3 years · per year$10,000 became $15,388 · $15,826+16.5%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $89 a year on $10k · lower is better0.89%

0.82%Trailing 12-mo yield$82 · $25 a year on $10k0.25%

−4.3%Worst dropSmaller is better−6.8%

6.1%VolatilityLower is calmer10.0%

PHEQSFLR Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1PHEQ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHEQ vs SFLR: Top 5 Holdings

Today

PHEQ

27.7%in top 5

SFLR

in top 526.9%

PHEQStockSFLR

7.7%AAPL7.7%

7.5%NVDA7.4%

5.9%MSFT5.6%

3.9%AMZN3.8%

2.6%GOOGL2.5%

Held in common77.7%

End-of-day Nov 3, 2026 · share of each fund

PHEQ vs SFLR Returns, Every Period

1Y

Eaton VancePHEQ

+9.7%

past year

SFLRInnovator

+5.5%

past year

PHEQSFLRFaded: behind in that period

2–1PHEQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PHEQ vs SFLR

YTD

Eaton VancePHEQ

+8.8%

SFLRInnovator

+5.4%

+8.8%Year to date+5.4%

−4.3%Worst drop · 1Y−6.8%

6.1%Volatility · 1Y10.0%

0.8%Yield0.2%

$149MAssets$2.2B

4–0PHEQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHEQ, SFLR

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

SFLR0.89%$89

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PHEQ, SFLR

1Y

0.82%highest, PHEQ

FundTrailing yieldYield$10k

PHEQ0.82%$82

SFLR0.25%$25

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$53most kept, PHEQ

PHEQ$82 − $29 = $53

SFLR$25 − $89 = −$64

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PHEQ, SFLR

Today

77.7%most shared, PHEQ and SFLR

PHEQSFLR

PHEQ—77.7%

SFLR77.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%PHEQ, at 6.1% volatility

PHEQWorst drop−4.3%6.1% vol

SFLRWorst drop−6.8%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PHEQSFLR

+8.8%Year to date+5.4%

0.8%Yield0.2%

+9.7%Past year+5.5%

0.29%Fee0.89%

4–0PHEQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026