FFLV vs PHDG
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FFLV vs PHDG
Fidelity Fundamental Large Cap Value ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
FFLV has a lower expense ratio. FFLV delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | FFLV | PHDG |
|---|---|---|
| Fund Family | Fidelity Investments (US) | Invesco (US) |
| Expense Ratio | 0.38% | 0.39% |
| AUM | $16M | $65M |
| Dividend Yield | 1.49% | 2.06% |
| Holdings Count | 132 | 513 |
| Inception Date | 2024-02-09 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | +3.54% | +0.30% |
| YTD Return | +6.77% | +1.71% |
| 1-Year Return | +20.71% | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 61 | 71 |
| Momentum Score | 76 | 40 |
| Value Score | - | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FFLV or PHDG?
FFLV has an expense ratio of 0.38% while PHDG charges 0.39%. FFLV is the cheaper option, saving you money on management fees over time.
Do FFLV and PHDG hold the same stocks?
FFLV and PHDG share 68 common holdings with a 13.6% weight overlap. They hold 543 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FFLV or PHDG?
Over the past year, FFLV returned +20.71% while PHDG returned +3.17%. FFLV outperformed over this period. Past performance does not guarantee future results.