IGBH vs PHDG
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IGBH vs PHDG
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
IGBH has a lower expense ratio. PHDG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | IGBH | PHDG |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Expense Ratio | 0.14% | 0.39% |
| AUM | $198M | $74M |
| Dividend Yield | 5.68% | 1.68% |
| Holdings Count | 280 | 514 |
| Inception Date | 2015-07-22 | 2012-12-05 |
| Investment Style | Ultrashort Term Bond | All Cap Blend |
| 1-Month Return | -0.35% | -3.25% |
| YTD Return | +1.98% | +10.11% |
| 1-Year Return | +8.04% | +18.03% |
| 3-Year Return | +8.04% | +9.32% |
| 5-Year Return | +5.27% | +4.65% |
| 10-Year Return | +4.42% | +7.38% |
| Buy Score | 60 | 72 |
| Momentum Score | 37 | 64 |
| Value Score | - | 53 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
504
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, IGBH or PHDG?
IGBH has an expense ratio of 0.14% while PHDG charges 0.39%. IGBH is the cheaper option, saving you money on management fees over time.
Do IGBH and PHDG hold the same stocks?
IGBH and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 504 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, IGBH or PHDG?
Over the past year, IGBH returned +8.04% while PHDG returned +18.03%. PHDG outperformed over this period. Past performance does not guarantee future results.