FMO vs PHDG
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FMO vs PHDG
Fiduciary/Claymore Energy Infrastructure Fund vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | FMO | PHDG |
|---|---|---|
| Fund Family | Fiduciary/Claymore Energy Infrastructure Fund | Invesco (US) |
| Expense Ratio | - | 0.39% |
| AUM | $275M | $65M |
| Dividend Yield | - | 2.06% |
| Holdings Count | - | 513 |
| Inception Date | - | 2012-12-05 |
| Investment Style | - | All Cap Blend |
| 1-Month Return | - | +0.30% |
| YTD Return | - | +1.71% |
| 1-Year Return | - | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | - | 71 |
| Momentum Score | - | 41 |
| Value Score | - | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FMO or PHDG?
Expense ratio data is not currently available.
Do FMO and PHDG hold the same stocks?
FMO and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FMO or PHDG?
Historical return data is not currently available for comparison.