Invesco S&P 500 Downside Hedged ETFPHDG

ETFInvesco
Type
ETF
Peer group
Alternative
Net assets
$65.0M
Expense ratio
0.39%
1-year return
+16.4%
3 years, a year
+10.6%
5 years, a year
+4.2%
12-month yield
1.42%
Holdings
510

What it aims to do.

The Invesco S&P 500 Downside Hedged ETF (the Fund) seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns.

Top 10 holdings.

Holding% of fund
Invesco Premier U.S. Government Money Portfolio24.04%
NVDA NVIDIA Corp.5.75%
AAPL Apple Inc.4.72%
MSFT Microsoft Corp.3.59%
AMZN Amazon.com, Inc.3.07%
GOOGL Alphabet Inc.2.66%
AVGO Broadcom Inc.2.35%
GOOG Alphabet Inc.2.12%
META Meta Platforms, Inc.1.59%
N/A1.48%

More on PHDG.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.