AVSE vs PHDG
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AVSE vs PHDG
Avantis Responsible Emerging Markets Equity ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1578 holdings.
Side-by-Side Comparison
| Metric | AVSE | PHDG |
|---|---|---|
| Fund Family | Avantis Investors | Invesco (US) |
| Expense Ratio | 0.33% | 0.39% |
| AUM | $187M | $65M |
| Dividend Yield | 2.35% | 2.06% |
| Holdings Count | 2,411 | 513 |
| Inception Date | 2022-03-28 | 2012-12-05 |
| Investment Style | Small Cap Blend | All Cap Blend |
| 1-Month Return | +7.77% | +0.30% |
| YTD Return | +5.39% | +1.71% |
| 1-Year Return | +39.11% | +3.17% |
| 3-Year Return | +17.38% | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 70 | 71 |
| Momentum Score | 68 | 40 |
| Value Score | 56 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, AVSE or PHDG?
AVSE has an expense ratio of 0.33% while PHDG charges 0.39%. AVSE is the cheaper option, saving you money on management fees over time.
Do AVSE and PHDG hold the same stocks?
AVSE and PHDG share 3 common holdings with a 0.2% weight overlap. They hold 2059 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, AVSE or PHDG?
Over the past year, AVSE returned +39.11% while PHDG returned +3.17%. AVSE outperformed over this period. Past performance does not guarantee future results.