ARKG vs PHDG
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ARKG vs PHDG
ARK Genomic Revolution ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. ARKG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | ARKG | PHDG |
|---|---|---|
| Fund Family | Ark Invest | Invesco (US) |
| Expense Ratio | 0.75% | 0.39% |
| AUM | $1.3B | $74M |
| Dividend Yield | 0.00% | 1.68% |
| Holdings Count | 33 | 514 |
| Inception Date | 2014-10-31 | 2012-12-05 |
| Investment Style | Small Cap Blend | All Cap Blend |
| 1-Month Return | +21.55% | -3.25% |
| YTD Return | +44.11% | +10.11% |
| 1-Year Return | +73.03% | +18.03% |
| 3-Year Return | +7.63% | +9.32% |
| 5-Year Return | -14.46% | +4.65% |
| 10-Year Return | +10.95% | +7.38% |
| Buy Score | 90 | 72 |
| Momentum Score | 97 | 64 |
| Value Score | 46 | 53 |
Holdings Overlap
0.9%
Weight Overlap
1
Shared Holdings
535
Total Unique
Top Shared Holdings
| Ticker | ARKG Weight | PHDG Weight |
|---|---|---|
| LLY | 0.95% | 0.94% |
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ARKG or PHDG?
ARKG has an expense ratio of 0.75% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do ARKG and PHDG hold the same stocks?
ARKG and PHDG share 1 common holdings with a 0.9% weight overlap. They hold 535 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ARKG or PHDG?
Over the past year, ARKG returned +73.03% while PHDG returned +18.03%. ARKG outperformed over this period. Past performance does not guarantee future results.