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 513 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
0
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 0 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.