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 772 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
0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique
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 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, 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.