PHDG vs SCHQ
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PHDG vs SCHQ
Invesco S&P 500 Downside Hedged ETF vs Schwab Long-Term US Treasury ETF
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Quick Verdict
SCHQ has a lower expense ratio. SCHQ delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | PHDG | SCHQ |
|---|---|---|
| Fund Family | Invesco (US) | Charles Schwab Asset Management |
| Expense Ratio | 0.39% | 0.03% |
| AUM | $65M | $923M |
| Dividend Yield | 2.06% | 4.43% |
| Holdings Count | 513 | 97 |
| Inception Date | 2012-12-05 | 2019-10-10 |
| Investment Style | All Cap Blend | Long Term Government Bond |
| 1-Month Return | +0.30% | -0.06% |
| YTD Return | +1.71% | +0.09% |
| 1-Year Return | +3.17% | +4.22% |
| 3-Year Return | +7.51% | -1.99% |
| 5-Year Return | +4.00% | -6.92% |
| 10-Year Return | +6.36% | - |
| Buy Score | 71 | 61 |
| Momentum Score | 41 | 25 |
| Value Score | 57 | 73 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
494
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, PHDG or SCHQ?
PHDG has an expense ratio of 0.39% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.
Do PHDG and SCHQ hold the same stocks?
PHDG and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 494 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, PHDG or SCHQ?
Over the past year, PHDG returned +3.17% while SCHQ returned +4.22%. SCHQ outperformed over this period. Past performance does not guarantee future results.