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 513 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
0
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 0 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.