PHDG vs TLI

Quick Verdict

PHDG offers more diversification with 494 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: PHDG

Side-by-Side Comparison

MetricPHDGTLIWinner
Expense Ratio0.39%-
AUM$61M-
Dividend Yield1.68%-
Holdings5140
YTD Return+12.11%-
1Y Return+17.06%-
3Y Return (annualized)+9.49%-
5Y Return (annualized)+4.59%-
Volatility (annualized)9.9%-
Max Drawdown-23.6%-
Fund FamilyInvesco (US)Western Asset Corporate Loan Fund Inc.
CategoryEquity-
InceptionDec 5, 2012-

PHDG vs TLI Performance

Invesco S&P 500 Downside Hedged ETF (PHDG) is a ETF from Invesco (US) and Western Asset Corporate Loan Fund Inc. (TLI) is a ETF from Western Asset Corporate Loan Fund Inc..

Risk: Volatility and Drawdowns

Frequently Asked Questions

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