GLOW vs PHDG

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Quick Verdict

PHDG has a lower expense ratio. GLOW delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.

Side-by-Side Comparison

MetricGLOWPHDG
Fund FamilyVictory Capital Management Inc.Invesco (US)
Expense Ratio0.72%0.39%
AUM$47M$65M
Dividend Yield1.43%2.06%
Holdings Count15513
Inception Date2024-06-212012-12-05
Investment StyleLarge Cap BlendAll Cap Blend
1-Month Return+2.84%+0.30%
YTD Return+3.51%+1.71%
1-Year Return+18.65%+3.17%
3-Year Return-+7.51%
5-Year Return-+4.00%
10-Year Return-+6.36%
Buy Score5771
Momentum Score6441
Value Score4557

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
498
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, GLOW or PHDG?

GLOW has an expense ratio of 0.72% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.

Do GLOW and PHDG hold the same stocks?

GLOW and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 498 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, GLOW or PHDG?

Over the past year, GLOW returned +18.65% while PHDG returned +3.17%. GLOW outperformed over this period. Past performance does not guarantee future results.