Invesco S&P 500 Downside Hedged ETF (PHDG) Alternatives
Invesco S&P 500 Downside Hedged ETF (PHDG) belongs to the Equity Hedged category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PHDG. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PHDG
PHDG charges 0.39% annually. Among ETFs in the Equity Hedged category, these options have the lowest expense ratios among PHDG alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Global X S&P 500 Tail Risk ETF | 0.25% | Aug 25, 2021 | PHDG vs XTR | |
| Global X S&P 500 Collar 95-110 ETF | 0.25% | Aug 25, 2021 | PHDG vs XCLR | |
| Invesco QQQ Hedged Advantage ETF | 0.45% | May 5, 2025 | PHDG vs QQHG | |
| Fidelity Hedged Equity ETF | 0.48% | Apr 9, 2024 | PHDG vs FHEQ | |
| iShares Large Cap Max Buffer Jun ETF | 0.50% | Jun 28, 2024 | PHDG vs MAXJ |
Best Risk-Adjusted Alternatives to PHDG
Among ETFs in the Equity Hedged category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Cambria Value and Momentum ETF | 92 | Sep 8, 2015 | PHDG vs VAMO | |
| iShares Large Cap Max Buffer Jun ETF | 91 | Jun 28, 2024 | PHDG vs MAXJ | |
| Innovator U.S. Small Cap Managed Floor ETF | 89 | Sep 17, 2024 | PHDG vs RFLR | |
| Swan Hedged Equity US Large Cap ETF | 88 | Dec 22, 2020 | PHDG vs HEGD | |
| LHA Market State Tactical Beta ETF | 82 | Sep 29, 2020 | PHDG vs MSTB |
Top Performing PHDG Alternatives (YTD)
PHDG alternatives from the Equity Hedged category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Cambria Value and Momentum ETF | 4.13% | Sep 8, 2015 | PHDG vs VAMO | |
| Innovator U.S. Small Cap Managed Floor ETF | 2.14% | Sep 17, 2024 | PHDG vs RFLR | |
| JPMorgan International Hedged Equity Laddered Over... | 0.69% | Mar 15, 2019 | PHDG vs HOLA | |
| Kraneshares Hedgeye Hedged Equity Index ETF | -0.11% | Jul 15, 2024 | PHDG vs KSPY | |
| iShares Large Cap Max Buffer Jun ETF | -0.12% | Jun 28, 2024 | PHDG vs MAXJ |
Lowest Volatility Alternatives to PHDG
PHDG alternatives from the Equity Hedged category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| iShares Large Cap Max Buffer Jun ETF | 5.67% | Jun 28, 2024 | PHDG vs MAXJ | |
| Swan Hedged Equity US Large Cap ETF | 7.99% | Dec 22, 2020 | PHDG vs HEGD | |
| JPMorgan International Hedged Equity Laddered Over... | 9.31% | Mar 15, 2019 | PHDG vs HOLA | |
| Invesco QQQ Hedged Advantage ETF | 9.59% | May 5, 2025 | PHDG vs QQHG | |
| Overlay Shares Hedged Large Cap Equity ETF | 10.42% | Jan 14, 2021 | PHDG vs OVLH |
Lowest Drawdown Alternatives to PHDG
PHDG alternatives from the Equity Hedged category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| iShares Large Cap Max Buffer Jun ETF | -3.88% | Jun 28, 2024 | PHDG vs MAXJ | |
| Swan Hedged Equity US Large Cap ETF | -4.39% | Dec 22, 2020 | PHDG vs HEGD | |
| Cambria Value and Momentum ETF | -5.55% | Sep 8, 2015 | PHDG vs VAMO | |
| Innovator U.S. Small Cap Managed Floor ETF | -5.79% | Sep 17, 2024 | PHDG vs RFLR | |
| Overlay Shares Hedged Large Cap Equity ETF | -6.36% | Jan 14, 2021 | PHDG vs OVLH |
Other ETFs from Invesco
Most popular Invesco ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PHDG vs QQQ | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | PHDG vs SPMO | |
| Invesco NASDAQ 100 ETF | Large Cap Growth Equities | 70 | -5.92% | Oct 13, 2020 | PHDG vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500 | 47 | 0.62% | Apr 24, 2003 | PHDG vs RSP | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 63 | -7.82% | May 4, 2005 | PHDG vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Value Equities | 58 | 0.57% | Dec 6, 2005 | PHDG vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | PHDG vs SPHD | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 93 | 7.17% | Jun 11, 2021 | PHDG vs SOXQ | |
| Invesco Aerospace & Defense ETF | Industrials Equities, Aerospace & Defense | 92 | 5.82% | Oct 26, 2005 | PHDG vs PPA | |
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | PHDG vs XMMO |
Often Compared With PHDG
What investors most often compare with PHDG, based on PortfoliosLab usage data.
Compare PHDG with Any Fund or Stock
Compare PHDG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.