CGW vs PHDG
vs
CGW vs PHDG
Invesco S&P Global Water Index ETF vs Invesco S&P 500 Downside Hedged ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | CGW | PHDG |
|---|---|---|
| Fund Family | Invesco (US) | Invesco Actively Managed Exchange-Traded Fund Trust |
| Expense Ratio | 0.58% | - |
| AUM | $1.0B | - |
| Dividend Yield | 1.52% | - |
| Holdings Count | 82 | - |
| Inception Date | 2007-05-14 | - |
| Investment Style | Mid Cap Blend | - |
| 1-Month Return | +5.03% | - |
| YTD Return | +3.29% | - |
| 1-Year Return | +6.67% | - |
| 3-Year Return | +9.93% | - |
| 5-Year Return | +5.67% | - |
| 10-Year Return | +9.87% | - |
| Buy Score | 61 | 72 |
| Momentum Score | 39 | 64 |
| Value Score | 70 | 53 |
Holdings Overlap
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, CGW or PHDG?
Expense ratio data is not currently available.
Do CGW and PHDG hold the same stocks?
CGW and PHDG share 5 common holdings with a 0.2% weight overlap. They hold 567 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, CGW or PHDG?
Historical return data is not currently available for comparison.