VS
Purpose Tactical Hedged Equity Fund ETF (PHE) and Desjardins RI USA - Net-Zero Emissions Pathway ETF (DRMU) offer distinct profiles for Canadian ETF investors. A direct comparison shows that PHE focuses its top 3 sector exposures on Technology, Finance, and Consumer Non-Cyclicals, while DRMU leans towards Technology, Finance, and Healthcare. When evaluating costs, PHE features a management fee (MER) of 0.8%, compared to 0.2% for DRMU. Performance-wise, PHE has returned 3.04% year-to-date with -$0 M in net flows, whereas DRMU is at 15.31% with -$189 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
PHE
DRMU
| AuM | $3.58 M | $97.02 M |
| Management Fees | 0.80% | 0.20% |
| Exp. ratio | 0.98% | 0.23% |
| Tracking Difference | - | - |
Historical performance and flows
As of November 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | PHE | -2.30% | -2.34% | +3.04% | +2.35% | +35.92% |
DRMU | -2.26% | +0.57% | +15.31% | +13.47% | +81.05% | |
| Flows | PHE | -$1 M | -$1 M | -$0 M | -$0 M | -$1 M |
DRMU | +$0 M | -$237 M | -$189 M | -$195 M | -$150 M |
PHE vs DRMU exposure
Countries
PHE
USA
95.53%
DRMU
USA
97.03%
Sectors
PHE
Technology
48.31%
Finance
12.41%
Consumer Non-Cyclicals
9.17%
Industrials
9.12%
Healthcare
7.94%
Other
13.05%
DRMU
Technology
47.12%
Finance
12.58%
Healthcare
9.25%
Consumer Non-Cyclicals
8.67%
Industrials
7.47%
Other
14.91%
As of November 11, 2026
Top 10 Holdings
PHE
NVIDIA Corp.
9.62%
Apple, Inc.
8.76%
Alphabet, Inc.
6.88%
Microsoft Corp.
6.34%
Amazon.com, Inc.
3.54%
Broadcom Inc.
3.02%
Meta Platforms, Inc.
2.47%
Visa, Inc.
2.34%
Eli Lilly & Co.
2.27%
JPMorgan Chase & Co.
2.16%
DRMU
NVIDIA Corp.
7.91%
Apple, Inc.
7.35%
Microsoft Corp.
5.42%
Amazon.com, Inc.
3.61%
Alphabet, Inc.
3.03%
Meta Platforms, Inc.
2.45%
Broadcom Inc.
2.43%
Alphabet, Inc.
2.37%
Micron Technology, Inc.
1.82%
Tesla, Inc.
1.52%
Diversification
PHE
Total weight of top 10 holdings out of 81 total
47.39%
DRMU
Total weight of top 10 holdings out of 493 total
37.91%
Characteristics
Compare
PHE
DRMU
| Provider | Purpose Investments | Desjardins Investments |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | - | - |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.00% | 1.14% |
| Meets ESG criteria | No | Yes |
| Inception Date | September 3, 2013 | September 27, 2019 |
Frequently asked questions about PHE and DRMU
Which ETF has performed better year to date: PHE or DRMU?
As of November 11, 2026, PHE has returned 3.04% year to date, while DRMU has returned 15.31%. DRMU is ahead on YTD performance.
Which ETF is larger by assets under management: PHE or DRMU?
As of November 11, 2026, PHE manages $3.58 M in assets, while DRMU manages $97.02 M. DRMU is the larger fund by AUM.
How are PHE and DRMU managed?
PHE is actively managed by Purpose Investments. It does not track an index. DRMU is actively managed by Desjardins Investments. It does not track an index.
What sectors do PHE and DRMU emphasize?
PHE is most exposed to Technology, Finance, and Consumer Non-Cyclicals. DRMU is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: PHE or DRMU?
Year to date, PHE has seen -$0.04 M in net flows, compared with -$188.77 M for DRMU. PHE has attracted more net investor money so far.
How do the fees of PHE and DRMU compare?
PHE has an expense ratio of 0.98%, while DRMU has an expense ratio of 0.23%.
What are the top holdings of PHE and DRMU?
PHE's largest holdings include NVIDIA Corp., Apple, Inc., and Alphabet, Inc.. DRMU's top holdings include NVIDIA Corp., Apple, Inc., and Microsoft Corp..
Which ETF is more diversified: PHE or DRMU?
PHE holds 81 securities, while DRMU holds 488. On holdings count, DRMU is the more diversified portfolio.
Recent articles about PHE and DRMU
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