PHDG vs TYO
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PHDG vs TYO
Invesco S&P 500 Downside Hedged ETF vs Direxion Daily 7-10 Year Treasury Bear 3X ETF
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Quick Verdict
PHDG has a lower expense ratio. PHDG delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | PHDG | TYO |
|---|---|---|
| Fund Family | Invesco (US) | Direxion Shares ETF Trust |
| Expense Ratio | 0.39% | 1.00% |
| AUM | $65M | $9M |
| Dividend Yield | 2.06% | 3.85% |
| Holdings Count | 513 | 6 |
| Inception Date | 2012-12-05 | 2009-04-16 |
| Investment Style | All Cap Blend | Trading-Inverse Debt |
| 1-Month Return | +0.30% | +1.89% |
| YTD Return | +1.71% | +1.51% |
| 1-Year Return | +3.17% | -5.33% |
| 3-Year Return | +7.51% | +7.45% |
| 5-Year Return | +4.00% | +12.86% |
| 10-Year Return | +6.36% | +0.23% |
| Buy Score | 71 | 55 |
| Momentum Score | 41 | 41 |
| Value Score | 57 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
487
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, PHDG or TYO?
PHDG has an expense ratio of 0.39% while TYO charges 1.00%. PHDG is the cheaper option, saving you money on management fees over time.
Do PHDG and TYO hold the same stocks?
PHDG and TYO share 0 common holdings with a 0.0% weight overlap. They hold 487 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, PHDG or TYO?
Over the past year, PHDG returned +3.17% while TYO returned -5.33%. PHDG outperformed over this period. Past performance does not guarantee future results.