PHDG vs TYLG

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Quick Verdict

PHDG has a lower expense ratio. TYLG delivered stronger 1-year returns. PHDG offers more diversification with 513 holdings.

Side-by-Side Comparison

MetricPHDGTYLG
Fund FamilyInvesco (US)Global X by mirae Asset
Expense Ratio0.39%0.60%
AUM$65M$12M
Dividend Yield2.06%8.55%
Holdings Count51374
Inception Date2012-12-052022-11-21
Investment StyleAll Cap BlendOption Writing
1-Month Return+0.30%-0.50%
YTD Return+1.71%-0.71%
1-Year Return+3.17%+15.55%
3-Year Return+7.51%+22.29%
5-Year Return+4.00%-
10-Year Return+6.36%-
Buy Score7159
Momentum Score4129
Value Score5765

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 TYLG?

PHDG has an expense ratio of 0.39% while TYLG charges 0.60%. PHDG is the cheaper option, saving you money on management fees over time.

Do PHDG and TYLG hold the same stocks?

PHDG and TYLG 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 TYLG?

Over the past year, PHDG returned +3.17% while TYLG returned +15.55%. TYLG outperformed over this period. Past performance does not guarantee future results.