PHDG ETF
Invesco S&P 500 Downside Hedged ETF
PHDG ETF Overview
PHDG ETF (Invesco S&P 500 Downside Hedged ETF) is managed by Invesco (US) with $62.4M in net assets. PHDG expense ratio is 0.39%, holding 514 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-12-05.
PHDG performance shows a YTD return of 9.89%. The 1-year return is 16.08% and the 5-year return is 4.24%. PHDG dividend yield stands at 1.69%, paid quarterly.
PHDG top holdings include Premier U.s. Government Portfolio (13.3%), Hk Govt Infra 3.17 2035-07-24 (8.0%), Cboe Volatility Index Future % (6.9%), Nvidia Corp. (6.2%), Cash Collateral (5.8%). Go to all PHDG holdings, PHDG sectors, or PHDG dividends.
PHDG can be compared against other funds. Use PHDG overlap to find shared positions, or PHDG vs another fund for a side-by-side view. PHDG alternatives are available via the screener, along with tax-loss harvesting opportunities.