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 484 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
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 15 common holdings with a 8.9% weight overlap. They hold 503 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.