IG vs PHDG
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IG vs PHDG
Principal Investment Grade Corporate Active ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
IG has a lower expense ratio. IG delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | IG | PHDG |
|---|---|---|
| Fund Family | Principal Funds | Invesco (US) |
| Expense Ratio | 0.19% | 0.39% |
| AUM | $166M | $65M |
| Dividend Yield | 4.97% | 2.06% |
| Holdings Count | 231 | 513 |
| Inception Date | 2018-04-18 | 2012-12-05 |
| Investment Style | Long Term Mid Quality | All Cap Blend |
| 1-Month Return | +0.38% | +0.30% |
| YTD Return | +0.43% | +1.71% |
| 1-Year Return | +7.39% | +3.17% |
| 3-Year Return | +4.29% | +7.51% |
| 5-Year Return | -0.34% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 70 | 71 |
| Momentum Score | 35 | 41 |
| Value Score | 58 | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
666
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IG or PHDG?
IG has an expense ratio of 0.19% while PHDG charges 0.39%. IG is the cheaper option, saving you money on management fees over time.
Do IG and PHDG hold the same stocks?
IG and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 666 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IG or PHDG?
Over the past year, IG returned +7.39% while PHDG returned +3.17%. IG outperformed over this period. Past performance does not guarantee future results.