PHDG vs TLTP
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PHDG vs TLTP
Invesco S&P 500 Downside Hedged ETF vs Amplify TLT US Treasury 12% Option Income ETF
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Quick Verdict
TLTP delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | PHDG | TLTP |
|---|---|---|
| Fund Family | Invesco (US) | Amplify ETFs |
| Expense Ratio | 0.39% | 0.39% |
| AUM | $65M | $29M |
| Dividend Yield | 2.06% | 12.19% |
| Holdings Count | 513 | 4 |
| Inception Date | 2012-12-05 | 2024-10-29 |
| Investment Style | All Cap Blend | Multi Alternative |
| 1-Month Return | +0.30% | -0.50% |
| YTD Return | +1.71% | -0.27% |
| 1-Year Return | +3.17% | +4.33% |
| 3-Year Return | +7.51% | - |
| 5-Year Return | +4.00% | - |
| 10-Year Return | +6.36% | - |
| Buy Score | 71 | 56 |
| Momentum Score | 41 | 23 |
| Value Score | 57 | - |
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 TLTP?
PHDG has an expense ratio of 0.39% while TLTP charges 0.39%. They charge the same expense ratio.
Do PHDG and TLTP hold the same stocks?
PHDG and TLTP 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 TLTP?
Over the past year, PHDG returned +3.17% while TLTP returned +4.33%. TLTP outperformed over this period. Past performance does not guarantee future results.