ACES vs PHDG
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ACES vs PHDG
ALPS Clean Energy ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. ACES delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | ACES | PHDG |
|---|---|---|
| Fund Family | ALPS Advisors | Invesco (US) |
| Expense Ratio | 0.55% | 0.39% |
| AUM | $118M | $65M |
| Dividend Yield | 0.70% | 2.06% |
| Holdings Count | 38 | 513 |
| Inception Date | 2018-06-27 | 2012-12-05 |
| Investment Style | Mid Cap Growth | All Cap Blend |
| 1-Month Return | -8.31% | +0.30% |
| YTD Return | -3.93% | +1.71% |
| 1-Year Return | +37.28% | +3.17% |
| 3-Year Return | -11.44% | +7.51% |
| 5-Year Return | -15.90% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 58 | 71 |
| Momentum Score | 33 | 41 |
| Value Score | 63 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ACES or PHDG?
ACES has an expense ratio of 0.55% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do ACES and PHDG hold the same stocks?
ACES and PHDG share 3 common holdings with a 1.6% weight overlap. They hold 518 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ACES or PHDG?
Over the past year, ACES returned +37.28% while PHDG returned +3.17%. ACES outperformed over this period. Past performance does not guarantee future results.