HUSV vs PHDG
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HUSV vs PHDG
First Trust Horizon Managed Volatility Domestic 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 484 holdings.
Side-by-Side Comparison
| Metric | HUSV | PHDG |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Invesco (US) |
| Expense Ratio | 0.70% | 0.39% |
| AUM | $75M | $65M |
| Dividend Yield | 1.31% | 2.06% |
| Holdings Count | 102 | 513 |
| Inception Date | 2016-08-24 | 2012-12-05 |
| Investment Style | Large Cap Blend | All Cap Blend |
| 1-Month Return | +1.97% | +0.30% |
| YTD Return | +2.44% | +1.71% |
| 1-Year Return | +3.07% | +3.17% |
| 3-Year Return | +7.82% | +7.51% |
| 5-Year Return | +8.85% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 68 | 71 |
| Momentum Score | 46 | 41 |
| Value Score | 48 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, HUSV or PHDG?
HUSV has an expense ratio of 0.70% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do HUSV and PHDG hold the same stocks?
HUSV and PHDG share 90 common holdings with a 13.3% weight overlap. They hold 494 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, HUSV or PHDG?
Over the past year, HUSV returned +3.07% while PHDG returned +3.17%. PHDG outperformed over this period. Past performance does not guarantee future results.