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PHDG vs. ONEH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PHDG vs. ONEH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Downside Hedged ETF (PHDG) and TrueShares Equity Hedge ETF (ONEH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PHDG

1D
-0.33%
1M
-1.88%
YTD
10.56%
6M
10.62%
1Y
21.44%
3Y*
9.78%
5Y*
4.89%
10Y*
7.12%

ONEH

1D
-0.38%
1M
0.75%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHDG vs. ONEH - Yearly Performance Comparison


Correlation

The correlation between PHDG and ONEH is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jan 29, 2026

0.03

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Return for Risk

PHDG vs. ONEH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PHDG
PHDG Risk / Return Rank: 7070
Overall Rank
PHDG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
PHDG Sortino Ratio Rank: 5757
Sortino Ratio Rank
PHDG Omega Ratio Rank: 6868
Omega Ratio Rank
PHDG Calmar Ratio Rank: 7979
Calmar Ratio Rank
PHDG Martin Ratio Rank: 8686
Martin Ratio Rank

ONEH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHDG vs. ONEH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Downside Hedged ETF (PHDG) and TrueShares Equity Hedge ETF (ONEH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PHDGONEHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

3.93

Martin ratioReturn relative to average drawdown

17.30

PHDG vs. ONEH - Sharpe Ratio Comparison


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Drawdowns

PHDG vs. ONEH - Drawdown Comparison

The maximum PHDG drawdown since its inception was -17.70%, which is greater than ONEH's maximum drawdown of -3.55%. Use the drawdown chart below to compare losses from any high point for PHDG and ONEH.


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Drawdown Indicators


PHDGONEHDifference

Max Drawdown

Largest peak-to-trough decline

-17.70%

-3.55%

-14.15%

Max Drawdown (1Y)

Largest decline over 1 year

-5.48%

Max Drawdown (3Y)

Largest decline over 3 years

-14.78%

Max Drawdown (5Y)

Largest decline over 5 years

-17.06%

Max Drawdown (10Y)

Largest decline over 10 years

-17.06%

Current Drawdown

Current decline from peak

-5.01%

-1.20%

-3.81%

Average Drawdown

Average peak-to-trough decline

-6.23%

-1.51%

-4.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.24%

Volatility

PHDG vs. ONEH - Volatility Comparison


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Volatility by Period


PHDGONEHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.74%

Volatility (6M)

Calculated over the trailing 6-month period

9.73%

Volatility (1Y)

Calculated over the trailing 1-year period

11.39%

5.38%

+6.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.40%

5.38%

+6.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.15%

5.38%

+6.77%

PHDG vs. ONEH - Expense Ratio Comparison

PHDG has a 0.39% expense ratio, which is lower than ONEH's 0.79% expense ratio.


Dividends

PHDG vs. ONEH - Dividend Comparison

PHDG's dividend yield for the trailing twelve months is around 2.28%, while ONEH has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ONEH
TrueShares Equity Hedge ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PHDG
Invesco S&P 500 Downside Hedged ETF
2.28%2.10%1.94%1.93%1.35%0.44%0.63%1.80%1.56%1.83%2.29%1.64%

Frequently Asked Questions


PHDG and ONEH have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PHDG is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PHDG is cheaper with a 0.39% expense ratio, compared with 0.79% for ONEH.

PHDG has the higher dividend yield at 2.28%, compared with 0.00% for ONEH.

They also come from different issuers: Invesco and TrueShares. Their fees differ too: 0.39% for PHDG and 0.79% for ONEH.

Portfolio Optimizer

Find the right allocation for PHDG and ONEH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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