FQAL vs PHDG
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FQAL vs PHDG
Fidelity Quality Factor ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
FQAL has a lower expense ratio. PHDG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | FQAL | PHDG |
|---|---|---|
| Fund Family | Fidelity Investments (US) | Invesco (US) |
| Expense Ratio | 0.15% | 0.39% |
| AUM | $1.4B | $74M |
| Dividend Yield | 1.17% | 1.68% |
| Holdings Count | 129 | 514 |
| Inception Date | 2016-09-12 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | +3.73% | +4.69% |
| YTD Return | +7.76% | +13.81% |
| 1-Year Return | +22.30% | +26.62% |
| 3-Year Return | +21.06% | +11.40% |
| 5-Year Return | +12.60% | +5.59% |
| 10-Year Return | - | +7.23% |
| Buy Score | 69 | 74 |
| Momentum Score | 54 | 73 |
| Value Score | 74 | 63 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FQAL or PHDG?
FQAL has an expense ratio of 0.15% while PHDG charges 0.39%. FQAL is the cheaper option, saving you money on management fees over time.
Do FQAL and PHDG hold the same stocks?
FQAL and PHDG share 103 common holdings with a 34.7% weight overlap. They hold 525 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FQAL or PHDG?
Over the past year, FQAL returned +22.30% while PHDG returned +26.62%. PHDG outperformed over this period. Past performance does not guarantee future results.