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 843 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
0
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 0 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.