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PHEQ
+0.98 · +3.09%
$32.66 · NYSE ARCA

Morgan Stanley ETF Trust (PHEQ) ETF Analysis | Equity Hedged

Eaton Vance ETFs · USA
AUM:$134.1M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is PHEQ?

The fund seeks to provide capital appreciation by investing its net assets in equity securities of certain U. large capitalization companies that are constituents of the Solactive GBS U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PHEQ returned 10.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 38.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$134.1M
Expense Ratio0.29%
Dividend Yield1.19%
Holdings48
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.0%
1Y
+12.2%
3Y
+49.0%
5Y
+49.0%
OpenBook InsightIf you had invested £10,000 in PHEQ 5 years ago, it would have grown to £14,897 — a gain of £4,897.

Annual Returns

Calendar year performance

PHEQ delivered positive returns in 4 of the last 4 calendar years.
YearPHEQ
2026 YTD+7.8%
2025+11.8%
2024+15.2%
2023+7.2%
CAGR 3yr+11.3%
4/4 positive yearsAvg return: +10.5%Worst year: +7.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
4.9%
Low
Momentum
+2.2%
30-day change
Support Level
34.71
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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