HFXI vs PHDG
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HFXI vs PHDG
NYLI FTSE International Equity Currency Neutral ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
HFXI has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 761 holdings.
Side-by-Side Comparison
| Metric | HFXI | PHDG |
|---|---|---|
| Fund Family | INDEXIQ ETF TRUST | Invesco (US) |
| Expense Ratio | 0.20% | 0.39% |
| AUM | $1.4B | $65M |
| Dividend Yield | 3.71% | 2.06% |
| Holdings Count | 843 | 513 |
| Inception Date | 2015-07-22 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | +5.82% | +0.30% |
| YTD Return | +5.09% | +1.71% |
| 1-Year Return | +28.39% | +3.17% |
| 3-Year Return | +17.20% | +7.51% |
| 5-Year Return | +12.06% | +4.00% |
| 10-Year Return | +10.56% | +6.36% |
| Buy Score | 76 | 71 |
| Momentum Score | 71 | 41 |
| Value Score | 64 | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
1245
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HFXI or PHDG?
HFXI has an expense ratio of 0.20% while PHDG charges 0.39%. HFXI is the cheaper option, saving you money on management fees over time.
Do HFXI and PHDG hold the same stocks?
HFXI and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 1245 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HFXI or PHDG?
Over the past year, HFXI returned +28.39% while PHDG returned +3.17%. HFXI outperformed over this period. Past performance does not guarantee future results.