FTCB vs PHDG
vs
FTCB vs PHDG
First Trust Core Investment Grade ETF vs Invesco S&P 500 Downside Hedged ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
PHDG has a lower expense ratio. PHDG delivered stronger 1-year returns. FTCB offers more diversification with 721 holdings.
Side-by-Side Comparison
| Metric | FTCB | PHDG |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Invesco (US) |
| Expense Ratio | 0.56% | 0.39% |
| AUM | $2.5B | $74M |
| Dividend Yield | 5.28% | 1.68% |
| Holdings Count | 721 | 514 |
| Inception Date | 2023-11-07 | 2012-12-05 |
| Investment Style | Investment Grade Bond | All Cap Blend |
| 1-Month Return | -0.14% | -3.25% |
| YTD Return | -1.56% | +10.11% |
| 1-Year Return | +1.74% | +18.03% |
| 3-Year Return | - | +9.32% |
| 5-Year Return | - | +4.65% |
| 10-Year Return | - | +7.38% |
| Buy Score | - | 72 |
| Momentum Score | - | 64 |
| Value Score | - | 53 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
504
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, FTCB or PHDG?
FTCB has an expense ratio of 0.56% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do FTCB and PHDG hold the same stocks?
FTCB and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 504 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FTCB or PHDG?
Over the past year, FTCB returned +1.74% while PHDG returned +18.03%. PHDG outperformed over this period. Past performance does not guarantee future results.