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
PHDG delivered stronger 1-year returns. PHDG offers more diversification with 504 holdings.
Side-by-Side Comparison
| Metric | PHDG | TLTP |
|---|---|---|
| Fund Family | Invesco (US) | Amplify ETFs |
| Expense Ratio | 0.39% | 0.39% |
| AUM | $74M | $22M |
| Dividend Yield | 1.68% | 14.33% |
| Holdings Count | 514 | 5 |
| Inception Date | 2012-12-05 | 2024-10-29 |
| Investment Style | All Cap Blend | Multi Alternative |
| 1-Month Return | -3.25% | +0.24% |
| YTD Return | +10.11% | +1.73% |
| 1-Year Return | +18.03% | +4.23% |
| 3-Year Return | +9.32% | - |
| 5-Year Return | +4.65% | - |
| 10-Year Return | +7.38% | - |
| Buy Score | 72 | 52 |
| Momentum Score | 64 | 31 |
| Value Score | 53 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
507
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 507 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 +18.03% while TLTP returned +4.23%. PHDG outperformed over this period. Past performance does not guarantee future results.