FLGV vs PHDG
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FLGV vs PHDG
Franklin US Treasury Bond ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
FLGV has a lower expense ratio. FLGV delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | FLGV | PHDG |
|---|---|---|
| Fund Family | Franklin Templeton Investments (US) | Invesco (US) |
| Expense Ratio | 0.09% | 0.39% |
| AUM | $1.0B | $65M |
| Dividend Yield | 3.99% | 2.06% |
| Holdings Count | 48 | 513 |
| Inception Date | 2020-06-09 | 2012-12-05 |
| Investment Style | Intermediate Term US Government Bond | All Cap Blend |
| 1-Month Return | +0.10% | +0.30% |
| YTD Return | +0.15% | +1.71% |
| 1-Year Return | +5.85% | +3.17% |
| 3-Year Return | +2.58% | +7.51% |
| 5-Year Return | -0.76% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 71 | 71 |
| Momentum Score | 28 | 41 |
| Value Score | 67 | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
527
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FLGV or PHDG?
FLGV has an expense ratio of 0.09% while PHDG charges 0.39%. FLGV is the cheaper option, saving you money on management fees over time.
Do FLGV and PHDG hold the same stocks?
FLGV and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 527 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FLGV or PHDG?
Over the past year, FLGV returned +5.85% while PHDG returned +3.17%. FLGV outperformed over this period. Past performance does not guarantee future results.