PHDG vs. FLCB ETF Comparison
Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to Franklin Liberty U.S. Core Bond ETF (FLCB)
PHDG
PowerShares S&P 500 Downside Hedged Portfolio
PHDG Description
The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed-income market returns. The Fund seeks to achieve its investment objective by using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.
Grade (RS Rating)
Last Trade
$38.03
Average Daily Volume
13,932
Number of Holdings
*
500
* may have additional holdings in another (foreign) market
FLCB
Franklin Liberty U.S. Core Bond ETF
FLCB Description
The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets in bonds of U.S. issuers, including government, corporate debt, mortgage-backed and asset-backed securities. It invests predominantly in investment grade debt securities and, under normal market conditions, is generally expected to have sector, credit and duration exposures comparable to the Bloomberg Barclays U.S. Aggregate Bond Index, the fund's benchmark index. The fund may enter into various interest rate and credit-related derivatives, principally U.S. Treasury futures, interest rate swaps and credit default swaps.Grade (RS Rating)
Last Trade
$21.72
Average Daily Volume
581,949
Number of Holdings
*
42
* may have additional holdings in another (foreign) market
Performance
| Period | PHDG | FLCB |
|---|---|---|
| 30 Days | 2.26% | -0.57% |
| 60 Days | -2.53% | 0.17% |
| 90 Days | 0.76% | 3.42% |
| 12 Months | 25.03% | 11.22% |
29 Overlapping Holdings
| Symbol | Grade | Weight in PHDG | Weight in FLCB | Overlap | |
|---|---|---|---|---|---|
| ABBV | C | 0.39% | 0.37% | 0.37% | |
| ACGL | A | 0.05% | 0.11% | 0.05% | |
| BA | F | 0.1% | 0.3% | 0.1% | |
| BAC | B | 0.3% | 0.53% | 0.3% | |
| C | B | 0.14% | 0.34% | 0.14% | |
| CARR | A | 0.08% | 0.32% | 0.08% | |
| CF | A | 0.02% | 0.35% | 0.02% | |
| CMCSA | B | 0.18% | 0.14% | 0.14% | |
| CNC | F | 0.05% | 0.18% | 0.05% | |
| CSX | D | 0.08% | 0.05% | 0.05% | |
| DGX | D | 0.02% | 0.42% | 0.02% | |
| DLTR | F | 0.02% | 0.34% | 0.02% | |
| DUK | C | 0.1% | 0.41% | 0.1% | |
| EXC | C | 0.05% | 0.2% | 0.05% | |
| FDX | F | 0.07% | 0.14% | 0.07% | |
| HCA | C | 0.09% | 0.07% | 0.07% | |
| KIM | C | 0.02% | 0.05% | 0.02% | |
| KMI | A | 0.05% | 0.24% | 0.05% | |
| LVS | B | 0.02% | 0.28% | 0.02% | |
| MET | A | 0.06% | 0.09% | 0.06% | |
| MHK | C | 0.01% | 0.4% | 0.01% | |
| MO | D | 0.1% | 0.41% | 0.1% | |
| NOC | B | 0.08% | 0.19% | 0.08% | |
| NOW | B | 0.21% | 0.33% | 0.21% | |
| NVR | C | 0.03% | 0.19% | 0.03% | |
| PSX | D | 0.06% | 0.06% | 0.06% | |
| VZ | C | 0.22% | 0.51% | 0.22% | |
| WMB | A | 0.06% | 0.08% | 0.06% | |
| XOM | A | 0.59% | 0.31% | 0.31% |
PHDG Overweight 471 Positions Relative to FLCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 3.97% | |
| MSFT | D | 3.65% | |
| NVDA | B | 3.42% | |
| AMZN | C | 2.01% | |
| META | A | 1.42% | |
| GOOGL | B | 1.1% | |
| BRK.A | B | 0.96% | |
| AVGO | B | 0.92% | |
| GOOG | B | 0.91% | |
| TSLA | C | 0.83% | |
| LLY | D | 0.79% | |
| JPM | C | 0.68% | |
| UNH | B | 0.61% | |
| V | B | 0.53% | |
| MA | A | 0.47% | |
| PG | D | 0.47% | |
| COST | C | 0.45% | |
| HD | A | 0.45% | |
| JNJ | D | 0.44% | |
| WMT | A | 0.4% | |
| NFLX | A | 0.35% | |
| MRK | F | 0.33% | |
| KO | C | 0.32% | |
| AMD | C | 0.31% | |
| CRM | B | 0.31% | |
| ORCL | A | 0.31% | |
| CVX | B | 0.28% | |
| PEP | F | 0.27% | |
| TMO | D | 0.27% | |
| ADBE | F | 0.26% | |
| LIN | C | 0.26% | |
| MCD | A | 0.25% | |
| ACN | B | 0.25% | |
| CSCO | A | 0.24% | |
| ABT | C | 0.23% | |
| GE | B | 0.23% | |
| IBM | A | 0.23% | |
| PM | D | 0.22% | |
| QCOM | D | 0.22% | |
| CAT | A | 0.22% | |
| WFC | B | 0.22% | |
| TXN | C | 0.22% | |
| ISRG | C | 0.2% | |
| INTU | F | 0.2% | |
| DIS | D | 0.2% | |
| AMGN | D | 0.2% | |
| NEE | C | 0.2% | |
| DHR | D | 0.2% | |
| SPGI | C | 0.19% | |
| PFE | D | 0.19% | |
| AMAT | C | 0.19% | |
| GS | B | 0.18% | |
| T | B | 0.18% | |
| UBER | C | 0.18% | |
| RTX | A | 0.18% | |
| PGR | B | 0.17% | |
| UNP | F | 0.17% | |
| LOW | C | 0.17% | |
| AXP | A | 0.17% | |
| HON | C | 0.16% | |
| BKNG | B | 0.16% | |
| MS | A | 0.15% | |
| ETN | B | 0.15% | |
| BLK | A | 0.15% | |
| TJX | D | 0.15% | |
| MU | D | 0.14% | |
| VRTX | D | 0.14% | |
| ELV | F | 0.14% | |
| COP | D | 0.14% | |
| SYK | C | 0.14% | |
| BSX | A | 0.14% | |
| LMT | A | 0.14% | |
| SBUX | B | 0.13% | |
| REGN | D | 0.13% | |
| MMC | D | 0.13% | |
| BX | C | 0.13% | |
| ADP | A | 0.13% | |
| MDT | C | 0.13% | |
| ADI | B | 0.13% | |
| PLD | D | 0.13% | |
| INTC | D | 0.12% | |
| FI | A | 0.12% | |
| BMY | A | 0.12% | |
| GILD | A | 0.12% | |
| KLAC | B | 0.12% | |
| DE | C | 0.12% | |
| NKE | D | 0.12% | |
| AMT | D | 0.12% | |
| CB | A | 0.12% | |
| LRCX | D | 0.12% | |
| PANW | B | 0.12% | |
| SCHW | D | 0.11% | |
| ANET | A | 0.11% | |
| CI | D | 0.11% | |
| UPS | D | 0.11% | |
| SO | A | 0.11% | |
| MDLZ | D | 0.11% | |
| TMUS | A | 0.11% | |
| EQIX | C | 0.1% | |
| CL | D | 0.1% | |
| TT | A | 0.1% | |
| ZTS | C | 0.1% | |
| KKR | A | 0.1% | |
| SHW | C | 0.1% | |
| ICE | A | 0.1% | |
| MSI | A | 0.09% | |
| MCO | D | 0.09% | |
| CDNS | D | 0.09% | |
| WM | B | 0.09% | |
| AON | A | 0.09% | |
| MMM | C | 0.09% | |
| GD | C | 0.09% | |
| CVS | D | 0.09% | |
| APH | D | 0.09% | |
| SNPS | F | 0.09% | |
| CME | A | 0.09% | |
| TDG | A | 0.09% | |
| CMG | C | 0.09% | |
| PYPL | A | 0.09% | |
| CEG | A | 0.09% | |
| PH | A | 0.09% | |
| CRWD | D | 0.08% | |
| ORLY | A | 0.08% | |
| APD | C | 0.08% | |
| GEV | A | 0.08% | |
| BDX | C | 0.08% | |
| CTAS | C | 0.08% | |
| EOG | B | 0.08% | |
| USB | C | 0.08% | |
| ITW | C | 0.08% | |
| TGT | C | 0.08% | |
| PNC | C | 0.08% | |
| WELL | C | 0.08% | |
| PLTR | A | 0.08% | |
| FCX | B | 0.08% | |
| PSA | C | 0.07% | |
| ABNB | D | 0.07% | |
| TFC | D | 0.07% | |
| COF | A | 0.07% | |
| ADSK | B | 0.07% | |
| HLT | A | 0.07% | |
| MAR | A | 0.07% | |
| ROP | D | 0.07% | |
| SLB | D | 0.07% | |
| AJG | C | 0.07% | |
| NEM | C | 0.07% | |
| EMR | B | 0.07% | |
| NXPI | F | 0.07% | |
| MCK | F | 0.07% | |
| ECL | C | 0.07% | |
| D | A | 0.06% | |
| KMB | D | 0.06% | |
| FTNT | A | 0.06% | |
| DLR | C | 0.06% | |
| ALL | A | 0.06% | |
| CCI | D | 0.06% | |
| ROST | D | 0.06% | |
| SPG | A | 0.06% | |
| PCAR | D | 0.06% | |
| JCI | C | 0.06% | |
| OKE | A | 0.06% | |
| SRE | C | 0.06% | |
| GM | D | 0.06% | |
| BK | A | 0.06% | |
| AEP | C | 0.06% | |
| TRV | B | 0.06% | |
| AZO | D | 0.06% | |
| URI | C | 0.06% | |
| MPC | D | 0.06% | |
| O | C | 0.06% | |
| AFL | A | 0.06% | |
| NSC | C | 0.06% | |
| DHI | C | 0.06% | |
| YUM | C | 0.05% | |
| IR | A | 0.05% | |
| IT | A | 0.05% | |
| AME | C | 0.05% | |
| EW | F | 0.05% | |
| STZ | D | 0.05% | |
| IQV | F | 0.05% | |
| RSG | D | 0.05% | |
| CTVA | A | 0.05% | |
| FAST | C | 0.05% | |
| GIS | C | 0.05% | |
| RCL | B | 0.05% | |
| IDXX | D | 0.05% | |
| OTIS | A | 0.05% | |
| F | D | 0.05% | |
| PCG | C | 0.05% | |
| PAYX | B | 0.05% | |
| PRU | B | 0.05% | |
| A | B | 0.05% | |
| PWR | A | 0.05% | |
| MCHP | F | 0.05% | |
| PEG | A | 0.05% | |
| VLO | F | 0.05% | |
| LHX | A | 0.05% | |
| KVUE | C | 0.05% | |
| CMI | A | 0.05% | |
| MPWR | B | 0.05% | |
| GWW | B | 0.05% | |
| CPRT | B | 0.05% | |
| MSCI | B | 0.05% | |
| LEN | C | 0.05% | |
| FIS | A | 0.05% | |
| TEL | D | 0.05% | |
| AMP | A | 0.05% | |
| AIG | C | 0.05% | |
| FICO | C | 0.05% | |
| FANG | D | 0.04% | |
| CDW | D | 0.04% | |
| CSGP | F | 0.04% | |
| TSCO | A | 0.04% | |
| ROK | D | 0.04% | |
| KHC | F | 0.04% | |
| EBAY | A | 0.04% | |
| PPG | D | 0.04% | |
| MTD | C | 0.04% | |
| AVB | C | 0.04% | |
| ON | F | 0.04% | |
| CHTR | D | 0.04% | |
| LULU | D | 0.04% | |
| WAB | A | 0.04% | |
| TRGP | A | 0.04% | |
| XYL | C | 0.04% | |
| VMC | D | 0.04% | |
| MLM | F | 0.04% | |
| DAL | C | 0.04% | |
| EIX | C | 0.04% | |
| IRM | B | 0.04% | |
| OXY | D | 0.04% | |
| DELL | C | 0.04% | |
| HPQ | B | 0.04% | |
| HIG | A | 0.04% | |
| VICI | C | 0.04% | |
| GLW | C | 0.04% | |
| DFS | A | 0.04% | |
| RMD | C | 0.04% | |
| EA | D | 0.04% | |
| EFX | D | 0.04% | |
| XEL | C | 0.04% | |
| NUE | D | 0.04% | |
| ED | C | 0.04% | |
| BKR | B | 0.04% | |
| ODFL | F | 0.04% | |
| HES | D | 0.04% | |
| CBRE | C | 0.04% | |
| MNST | D | 0.04% | |
| COR | F | 0.04% | |
| DD | C | 0.04% | |
| EXR | D | 0.04% | |
| VRSK | D | 0.04% | |
| KR | C | 0.04% | |
| CTSH | B | 0.04% | |
| HWM | A | 0.04% | |
| VST | A | 0.04% | |
| HUM | F | 0.04% | |
| SYY | D | 0.04% | |
| DOW | B | 0.04% | |
| GEHC | C | 0.04% | |
| KDP | C | 0.04% | |
| PTC | B | 0.03% | |
| CPAY | A | 0.03% | |
| MRNA | F | 0.03% | |
| GDDY | B | 0.03% | |
| ZBH | F | 0.03% | |
| BLDR | C | 0.03% | |
| WDC | C | 0.03% | |
| WST | D | 0.03% | |
| FE | C | 0.03% | |
| RJF | B | 0.03% | |
| HUBB | A | 0.03% | |
| AEE | A | 0.03% | |
| EL | D | 0.03% | |
| STE | D | 0.03% | |
| ES | D | 0.03% | |
| PPL | C | 0.03% | |
| BRO | A | 0.03% | |
| TTWO | D | 0.03% | |
| TROW | D | 0.03% | |
| SW | C | 0.03% | |
| WY | C | 0.03% | |
| DECK | B | 0.03% | |
| DVN | F | 0.03% | |
| TYL | D | 0.03% | |
| LYB | B | 0.03% | |
| NTAP | D | 0.03% | |
| BR | B | 0.03% | |
| HAL | D | 0.03% | |
| CHD | D | 0.03% | |
| EQR | C | 0.03% | |
| SBAC | C | 0.03% | |
| GPN | F | 0.03% | |
| VTR | C | 0.03% | |
| HPE | B | 0.03% | |
| DTE | B | 0.03% | |
| DOV | C | 0.03% | |
| STT | A | 0.03% | |
| DXCM | F | 0.03% | |
| GRMN | D | 0.03% | |
| CAH | B | 0.03% | |
| IFF | D | 0.03% | |
| VLTO | A | 0.03% | |
| FSLR | C | 0.03% | |
| KEYS | B | 0.03% | |
| FTV | C | 0.03% | |
| AXON | A | 0.03% | |
| ETR | A | 0.03% | |
| AWK | D | 0.03% | |
| ANSS | D | 0.03% | |
| BIIB | F | 0.03% | |
| HSY | D | 0.03% | |
| MTB | A | 0.03% | |
| FITB | C | 0.03% | |
| ADM | F | 0.03% | |
| WTW | C | 0.03% | |
| NDAQ | C | 0.03% | |
| WEC | B | 0.03% | |
| PHM | C | 0.03% | |
| CPT | C | 0.02% | |
| EMN | C | 0.02% | |
| ERIE | A | 0.02% | |
| UDR | C | 0.02% | |
| UHS | D | 0.02% | |
| VTRS | D | 0.02% | |
| BG | F | 0.02% | |
| JBHT | D | 0.02% | |
| CE | D | 0.02% | |
| ROL | C | 0.02% | |
| NDSN | C | 0.02% | |
| EVRG | C | 0.02% | |
| AES | C | 0.02% | |
| L | C | 0.02% | |
| POOL | D | 0.02% | |
| JBL | C | 0.02% | |
| MRO | B | 0.02% | |
| DPZ | D | 0.02% | |
| TRMB | B | 0.02% | |
| GEN | A | 0.02% | |
| SNA | C | 0.02% | |
| NI | A | 0.02% | |
| AKAM | D | 0.02% | |
| LYV | A | 0.02% | |
| CAG | D | 0.02% | |
| RVTY | C | 0.02% | |
| LNT | B | 0.02% | |
| KEY | B | 0.02% | |
| ENPH | F | 0.02% | |
| SWKS | F | 0.02% | |
| DOC | C | 0.02% | |
| PNR | C | 0.02% | |
| IEX | D | 0.02% | |
| PODD | C | 0.02% | |
| AMCR | C | 0.02% | |
| VRSN | C | 0.02% | |
| TXT | F | 0.02% | |
| SWK | C | 0.02% | |
| IP | C | 0.02% | |
| TSN | D | 0.02% | |
| EG | A | 0.02% | |
| WRB | C | 0.02% | |
| FDS | C | 0.02% | |
| CTRA | D | 0.02% | |
| LUV | B | 0.02% | |
| ALGN | D | 0.02% | |
| AVY | D | 0.02% | |
| EXPD | D | 0.02% | |
| MAS | C | 0.02% | |
| NTRS | B | 0.02% | |
| MAA | D | 0.02% | |
| CFG | C | 0.02% | |
| PFG | A | 0.02% | |
| CNP | B | 0.02% | |
| STLD | C | 0.02% | |
| WBD | F | 0.02% | |
| CCL | C | 0.02% | |
| HOLX | D | 0.02% | |
| EXPE | B | 0.02% | |
| ESS | D | 0.02% | |
| ZBRA | B | 0.02% | |
| ARE | D | 0.02% | |
| NRG | A | 0.02% | |
| UAL | A | 0.02% | |
| PKG | B | 0.02% | |
| DG | F | 0.02% | |
| ULTA | D | 0.02% | |
| J | F | 0.02% | |
| GPC | D | 0.02% | |
| BBY | C | 0.02% | |
| BAX | D | 0.02% | |
| DRI | C | 0.02% | |
| SYF | A | 0.02% | |
| MOH | F | 0.02% | |
| OMC | C | 0.02% | |
| INVH | D | 0.02% | |
| APTV | D | 0.02% | |
| CLX | C | 0.02% | |
| TDY | A | 0.02% | |
| ATO | A | 0.02% | |
| BALL | C | 0.02% | |
| MKC | C | 0.02% | |
| TER | C | 0.02% | |
| CMS | A | 0.02% | |
| RF | B | 0.02% | |
| WAT | B | 0.02% | |
| SMCI | F | 0.02% | |
| HBAN | B | 0.02% | |
| STX | C | 0.02% | |
| K | B | 0.02% | |
| CINF | A | 0.02% | |
| CBOE | B | 0.02% | |
| LDOS | A | 0.02% | |
| EQT | C | 0.02% | |
| FOX | B | 0.01% | |
| PARA | F | 0.01% | |
| BEN | F | 0.01% | |
| WBA | F | 0.01% | |
| BBWI | F | 0.01% | |
| RL | B | 0.01% | |
| IVZ | A | 0.01% | |
| PAYC | D | 0.01% | |
| FMC | C | 0.01% | |
| BWA | C | 0.01% | |
| DVA | C | 0.01% | |
| FRT | D | 0.01% | |
| MOS | F | 0.01% | |
| GL | C | 0.01% | |
| APA | F | 0.01% | |
| NCLH | C | 0.01% | |
| CZR | B | 0.01% | |
| HRL | F | 0.01% | |
| WYNN | B | 0.01% | |
| SOLV | C | 0.01% | |
| HSIC | D | 0.01% | |
| GNRC | B | 0.01% | |
| HAS | A | 0.01% | |
| DAY | C | 0.01% | |
| LW | D | 0.01% | |
| MKTX | B | 0.01% | |
| CPB | D | 0.01% | |
| FOXA | B | 0.01% | |
| MGM | D | 0.01% | |
| QRVO | F | 0.01% | |
| PNW | C | 0.01% | |
| MTCH | B | 0.01% | |
| NWSA | D | 0.01% | |
| CRL | F | 0.01% | |
| HII | F | 0.01% | |
| TAP | D | 0.01% | |
| AIZ | B | 0.01% | |
| INCY | B | 0.01% | |
| LKQ | F | 0.01% | |
| CTLT | A | 0.01% | |
| AOS | C | 0.01% | |
| TPR | B | 0.01% | |
| ALB | D | 0.01% | |
| EPAM | F | 0.01% | |
| BXP | B | 0.01% | |
| TFX | C | 0.01% | |
| REG | C | 0.01% | |
| IPG | D | 0.01% | |
| KMX | F | 0.01% | |
| TECH | D | 0.01% | |
| ALLE | A | 0.01% | |
| JNPR | C | 0.01% | |
| CHRW | C | 0.01% | |
| HST | D | 0.01% | |
| FFIV | B | 0.01% | |
| JKHY | A | 0.01% | |
| SJM | D | 0.01% | |
| NWS | D | 0.0% |
PHDG: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
FLCB: Top Represented Industries & Keywords
Industries:
Oil & Gas Midstream
Aerospace & Defense
Banks - Global
Oil & Gas Integrated
Telecom Services
Agricultural Inputs
Biotechnology
Building Products & Equipment
Capital Markets
Contract Manufacturers
Copper
Diagnostics & Research
Discount Stores
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Health Care Plans
Home Furnishings & Fixtures
Insurance - Diversified
Insurance - Life
Insurance - Specialty
Compare ETFs
