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. IGBH delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | IGBH | PHDG |
|---|---|---|
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Expense Ratio | 0.14% | 0.39% |
| AUM | $174M | $65M |
| Dividend Yield | 6.09% | 2.06% |
| Holdings Count | 274 | 513 |
| Inception Date | 2015-07-22 | 2012-12-05 |
| Investment Style | Ultrashort Term Bond | All Cap Blend |
| 1-Month Return | +0.89% | +0.30% |
| YTD Return | +0.85% | +1.71% |
| 1-Year Return | +7.33% | +3.17% |
| 3-Year Return | +7.78% | +7.51% |
| 5-Year Return | +5.04% | +4.00% |
| 10-Year Return | +4.61% | +6.36% |
| Buy Score | 60 | 71 |
| Momentum Score | 41 | 41 |
| Value Score | 63 | 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, 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 0 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 +7.33% while PHDG returned +3.17%. IGBH outperformed over this period. Past performance does not guarantee future results.