Compare · 2 funds side by side · dividends reinvested

PHEQ and VOO

PHEQEaton Vance×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177VOO · best of the two

02 / 04

PHEQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.3

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.83%+7.0%+8.2%+14.1%[…]−4.3%6.7%$151M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: PHEQ 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Hedged Equity ETF · $151M[…]

PHEQ

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 63.0% in common

PHEQMeasureVOO

+7.0%Year to dateJan 1 → Nov 6+8.7%

+8.2%1 yearTotal return+9.8%

+14.1%3 years · per year$10,000 became $14,863 · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$84 · $110 a year on $10k1.10%

−4.3%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer13.5%

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

2–5VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHEQ vs VOO: Top 5 Holdings

Today

PHEQ

27.9%in top 5

VOO

in top 528.3%

PHEQStockVOO

6.8%NVDA8.4%

7.9%AAPL7.4%

6.4%MSFT5.8%

4.2%AMZN3.7%

2.7%GOOGL3.1%

Held in common63.0%

End-of-day Nov 6, 2026 · share of each fund

PHEQ vs VOO Returns, Every Period

Eaton VancePHEQ

+8.2%

past year

VOOVanguard

+9.8%

past year

PHEQVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: PHEQ vs VOO

YTD

Eaton VancePHEQ

+7.0%

VOOVanguard

+8.7%

+7.0%Year to date+8.7%

−4.3%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y13.5%

0.8%Yield1.1%

$151MAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHEQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PHEQ0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PHEQ, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

PHEQ0.83%$84

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

PHEQ$84 − $29 = $55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PHEQ, VOO

Today

63.0%most shared, PHEQ and VOO

PHEQVOO

PHEQ—63.0%

VOO63.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

PHEQWorst drop−4.3%6.7% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOOPHEQ

+8.7%Year to date+7.0%

1.1%Yield0.8%

+9.8%Past year+8.2%

0.03%Fee0.29%

4–0VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026