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. PHDG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | PHDG | SAWS |
|---|---|---|
| Fund Family | Invesco (US) | Advisors Asset Management, Inc. |
| Expense Ratio | 0.39% | 0.55% |
| AUM | $74M | $8M |
| Dividend Yield | 1.68% | 0.02% |
| Holdings Count | 514 | 72 |
| Inception Date | 2012-12-05 | 2024-07-30 |
| Investment Style | All Cap Blend | Small Cap Growth |
| 1-Month Return | +4.69% | -1.20% |
| YTD Return | +13.81% | +9.79% |
| 1-Year Return | +26.62% | +19.00% |
| 3-Year Return | +11.40% | - |
| 5-Year Return | +5.59% | - |
| 10-Year Return | +7.23% | - |
| Buy Score | 74 | 59 |
| Momentum Score | 73 | 61 |
| Value Score | 63 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
575
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 575 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 +26.62% while SAWS returned +19.00%. PHDG outperformed over this period. Past performance does not guarantee future results.