KF vs PHDG
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KF vs PHDG
The Korea Fund, Inc. vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
KF delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | KF | PHDG |
|---|---|---|
| Fund Family | The Korea Fund, Inc. (KF) | Invesco (US) |
| Expense Ratio | - | 0.39% |
| AUM | $322M | $74M |
| Dividend Yield | 1.57% | 1.68% |
| Holdings Count | 52 | 514 |
| Inception Date | 1984-08-29 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | +28.57% | +4.69% |
| YTD Return | +97.48% | +13.81% |
| 1-Year Return | +231.64% | +26.62% |
| 3-Year Return | +50.43% | +11.40% |
| 5-Year Return | +19.15% | +5.59% |
| 10-Year Return | +18.36% | +7.23% |
| Buy Score | - | 74 |
| Momentum Score | 80 | 73 |
| Value Score | - | 63 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
553
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, KF or PHDG?
Expense ratio data is not currently available.
Do KF and PHDG hold the same stocks?
KF and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 553 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, KF or PHDG?
Over the past year, KF returned +231.64% while PHDG returned +26.62%. KF outperformed over this period. Past performance does not guarantee future results.