HCOM vs PHDG
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HCOM vs PHDG
Hartford Schroders Commodity Strategy ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. PHDG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | HCOM | PHDG |
|---|---|---|
| Fund Family | Hartford Funds | Invesco (US) |
| Expense Ratio | 0.59% | 0.39% |
| AUM | $9M | $74M |
| Dividend Yield | 10.95% | 1.68% |
| Holdings Count | 55 | 514 |
| Inception Date | 2021-09-14 | 2012-12-05 |
| Investment Style | Commodities | All Cap Blend |
| 1-Month Return | -1.05% | -3.25% |
| YTD Return | +4.57% | +10.11% |
| 1-Year Return | +2.31% | +18.03% |
| 3-Year Return | -5.19% | +9.32% |
| 5-Year Return | - | +4.65% |
| 10-Year Return | - | +7.38% |
| Buy Score | 60 | 72 |
| Momentum Score | 36 | 64 |
| Value Score | 63 | 53 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
504
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HCOM or PHDG?
HCOM has an expense ratio of 0.59% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do HCOM and PHDG hold the same stocks?
HCOM 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, HCOM or PHDG?
Over the past year, HCOM returned +2.31% while PHDG returned +18.03%. PHDG outperformed over this period. Past performance does not guarantee future results.