ELCV vs PHDG
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ELCV vs PHDG
Eventide High Dividend ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | ELCV | PHDG |
|---|---|---|
| Fund Family | Eventide | Invesco (US) |
| Expense Ratio | 0.49% | 0.39% |
| AUM | $167M | $65M |
| Dividend Yield | 2.08% | 2.06% |
| Holdings Count | 47 | 513 |
| Inception Date | 2024-09-30 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | +5.84% | +0.30% |
| YTD Return | +4.34% | +1.71% |
| 1-Year Return | - | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 65 | 71 |
| Momentum Score | 73 | 41 |
| Value Score | 46 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, ELCV or PHDG?
ELCV has an expense ratio of 0.49% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do ELCV and PHDG hold the same stocks?
ELCV and PHDG share 39 common holdings with a 7.0% weight overlap. They hold 490 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, ELCV or PHDG?
Historical return data is not currently available for comparison.