PHDG vs SOXL
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PHDG vs SOXL
Invesco S&P 500 Downside Hedged ETF vs Direxion Daily Semiconductor Bull 3X ETF
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Quick Verdict
PHDG has a lower expense ratio. SOXL delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | PHDG | SOXL |
|---|---|---|
| Fund Family | Invesco (US) | Direxion Shares ETF Trust |
| Expense Ratio | 0.39% | 0.75% |
| AUM | $65M | $12.7B |
| Dividend Yield | 2.06% | 0.23% |
| Holdings Count | 513 | 35 |
| Inception Date | 2012-12-05 | 2010-03-11 |
| Investment Style | All Cap Blend | Multi Alternative |
| 1-Month Return | +0.30% | +46.72% |
| YTD Return | +1.71% | +30.12% |
| 1-Year Return | +3.17% | +129.53% |
| 3-Year Return | +7.51% | +62.90% |
| 5-Year Return | +4.00% | +13.70% |
| 10-Year Return | +6.36% | +47.29% |
| Buy Score | 71 | 75 |
| Momentum Score | 41 | 85 |
| Value Score | 57 | 68 |
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 SOXL?
PHDG has an expense ratio of 0.39% while SOXL charges 0.75%. PHDG is the cheaper option, saving you money on management fees over time.
Do PHDG and SOXL hold the same stocks?
PHDG and SOXL 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 SOXL?
Over the past year, PHDG returned +3.17% while SOXL returned +129.53%. SOXL outperformed over this period. Past performance does not guarantee future results.