PHDG vs SAWS
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PHDG vs SAWS
Invesco S&P 500 Downside Hedged ETF vs AAM Sawgrass US Small Cap Quality Growth ETF
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Quick Verdict
PHDG has a lower expense ratio. SAWS delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | PHDG | SAWS |
|---|---|---|
| Fund Family | Invesco (US) | Advisors Asset Management, Inc. |
| Expense Ratio | 0.39% | 0.55% |
| AUM | $65M | $6M |
| Dividend Yield | 2.06% | 0.02% |
| Holdings Count | 513 | 71 |
| Inception Date | 2012-12-05 | 2024-07-30 |
| Investment Style | All Cap Blend | Small Cap Growth |
| 1-Month Return | +0.30% | +4.06% |
| YTD Return | +1.71% | +3.70% |
| 1-Year Return | +3.17% | +8.69% |
| 3-Year Return | +7.51% | - |
| 5-Year Return | +4.00% | - |
| 10-Year Return | +6.36% | - |
| Buy Score | 71 | 66 |
| Momentum Score | 41 | 61 |
| Value Score | 57 | 49 |
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, PHDG or SAWS?
PHDG has an expense ratio of 0.39% while SAWS charges 0.55%. PHDG is the cheaper option, saving you money on management fees over time.
Do PHDG and SAWS hold the same stocks?
PHDG and SAWS 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, PHDG or SAWS?
Over the past year, PHDG returned +3.17% while SAWS returned +8.69%. SAWS outperformed over this period. Past performance does not guarantee future results.