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 2954 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
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 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 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 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.