PHDG vs SBIO

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Quick Verdict

PHDG offers more diversification with 504 holdings.

Side-by-Side Comparison

MetricPHDGSBIO
Fund FamilyInvesco Actively Managed Exchange-Traded Fund TrustALPS Advisors
Expense Ratio-0.50%
AUM-$213M
Dividend Yield-0.00%
Holdings Count-87
Inception Date-2014-12-30
Investment Style-Small Cap Growth
1-Month Return-+18.70%
YTD Return-+28.38%
1-Year Return-+114.59%
3-Year Return-+28.44%
5-Year Return-+6.46%
10-Year Return-+11.93%
Buy Score7276
Momentum Score6478
Value Score5357

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
590
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, PHDG or SBIO?

Expense ratio data is not currently available.

Do PHDG and SBIO hold the same stocks?

PHDG and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 590 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, PHDG or SBIO?

Historical return data is not currently available for comparison.