PHDGInvesco S&P 500 Downside Hedged ETF

Diversifier#57 of 228 for Diversifier

Seeks positive total returns in rising or falling markets, independent of broad equity or fixed income returns.

Invesco · Since 2012 (13 years)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$62M

#3150 out of 5,332 ETFs

Dividend Yield

2.09%

Track Record

13 years

#1059 out of 5,332 ETFs

Performance

1 Year

+23.8%

3 Years

+10.2%

5 Years

+4.6%

What's inside

Asset class

alternative

Region

north america

Strategy

volatility strategy

Asset allocation

Stocks

66.2%

Cash

23.5%

Other

10.3%

Top holdings

Invesco Premier US Government Money InstIUGXX20.3%

NVIDIA CorpNVDA4.0%

Apple IncAAPL3.5%

Microsoft CorpMSFT2.6%

Amazon.com IncAMZN1.9%

Alphabet Inc Class AGOOGL1.6%

Broadcom IncAVGO1.4%

Alphabet Inc Class CGOOG1.3%

Meta Platforms Inc Class AMETA1.2%

Risk profile

Volatility (1Y)

8.8%

Moderate

Max drawdown

-17.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.64

Decent risk-adjusted returns

Sortino (3Y)

0.93

Moderate downside risk

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