PHDG vs SPGM
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PHDG vs SPGM
Invesco S&P 500 Downside Hedged ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF
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Quick Verdict
SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2834 holdings.
Side-by-Side Comparison
| Metric | PHDG | SPGM |
|---|---|---|
| Fund Family | Invesco (US) | SPDR State Street Global Advisors |
| Expense Ratio | 0.39% | 0.09% |
| AUM | $65M | $1.5B |
| Dividend Yield | 2.06% | 1.80% |
| Holdings Count | 513 | 2,954 |
| Inception Date | 2012-12-05 | 2012-02-27 |
| Investment Style | All Cap Blend | Large Cap Blend |
| 1-Month Return | +0.30% | +3.34% |
| YTD Return | +1.71% | +2.71% |
| 1-Year Return | +3.17% | +23.81% |
| 3-Year Return | +7.51% | +19.04% |
| 5-Year Return | +4.00% | +12.35% |
| 10-Year Return | +6.36% | +5.47% |
| Buy Score | 71 | 76 |
| Momentum Score | 41 | 59 |
| Value Score | 57 | 71 |
Holdings Overlap
Sector Allocation
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Frequently Asked Questions
Which has lower fees, PHDG or SPGM?
PHDG has an expense ratio of 0.39% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.
Do PHDG and SPGM hold the same stocks?
PHDG and SPGM share 304 common holdings with a 50.8% weight overlap. They hold 3014 unique securities combined. With high overlap, holding both may not provide much additional diversification.
Which performed better, PHDG or SPGM?
Over the past year, PHDG returned +3.17% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.