PHDGInvesco S&P 500 Downside Hedged ETF
PHDG Fund Description
PHDG is an actively-managed ETF that allocates its portfolio between S&P 500 equities, VIX Index futures and cash.
PHDG Factset Analytics Insight
PHDG offers decidedly different exposure to US large-caps, although S&P 500 stocks play a starring role in its portfolio. The fund aims to stave off the impact of huge market downturns by holding a security that often spikes up when the S&P plummets: VIX futures. The challenge is that maintaining VIX futures exposure over time is expensive. Still, if the market tanks, PHDG will likely outperform while lagging when markets behave more normally. The bottom line: expect a very different pattern of returns for PHDG versus plain-vanilla funds in the same segment.
PHDG Summary Data
PHDG Portfolio Data
PHDG Index Data
PHDG Portfolio Management
PHDG Tax Exposures
PHDG Fund Structure
PHDG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PHDG. PHDG is rated a 5 out of 5.
PHDG Sector/Industry Breakdown
PHDG Economic Development
PHDG Performance Statistics
PHDG Benchmark Comparison Summary
PHDG Benchmark Comparison Market Cap Size