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 $62.8M in net assets. PHDG expense ratio is 0.39%, holding 1029 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-12-05.
PHDG performance shows a YTD return of 10.68%. The 1-year return is 11.55% and the 5-year return is 4.06%. PHDG dividend yield stands at 1.42%, paid quarterly.
PHDG top holdings include Premier U.s. Government Portfolio (13.9%), Cme E-Mini Standard &Amp; Poor'S 500 Index Future % 09/18/2026 (13.0%), Nvidia Corp. (6.8%), Apple, Inc (6.3%), Microsoft Corp 4.100 Feb 06 37 (4.7%). 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.