MFEM vs PHDG
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MFEM vs PHDG
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 693 holdings.
Side-by-Side Comparison
| Metric | MFEM | PHDG |
|---|---|---|
| Fund Family | PIMCO (US) | Invesco (US) |
| Expense Ratio | 0.49% | 0.39% |
| AUM | $127M | $65M |
| Dividend Yield | 2.32% | 2.06% |
| Holdings Count | 772 | 513 |
| Inception Date | 2017-08-31 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | +9.42% | +0.30% |
| YTD Return | +7.98% | +1.71% |
| 1-Year Return | +37.08% | +3.17% |
| 3-Year Return | +15.74% | +7.51% |
| 5-Year Return | +7.46% | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 68 | 71 |
| Momentum Score | 79 | 41 |
| Value Score | 53 | 57 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, MFEM or PHDG?
MFEM has an expense ratio of 0.49% while PHDG charges 0.39%. PHDG is the cheaper option, saving you money on management fees over time.
Do MFEM and PHDG hold the same stocks?
MFEM and PHDG share 4 common holdings with a 0.3% weight overlap. They hold 1173 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, MFEM or PHDG?
Over the past year, MFEM returned +37.08% while PHDG returned +3.17%. MFEM outperformed over this period. Past performance does not guarantee future results.