PHDG vs. SPYV ETF Comparison
Comparison of PowerShares S&P 500 Downside Hedged Portfolio (PHDG) to SPDR S&P 500 Value ETF (based on S&P 500 Value Index) (SPYV)
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
$37.75
Average Daily Volume
14,104
Number of Holdings
*
8
* may have additional holdings in another (foreign) market
SPYV
SPDR S&P 500 Value ETF (based on S&P 500 Value Index)
SPYV Description
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "value" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P 500 Value Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization value sector in the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$52.31
Average Daily Volume
3,365,074
Number of Holdings
*
431
* may have additional holdings in another (foreign) market
Performance
| Period | PHDG | SPYV |
|---|---|---|
| 30 Days | 0.51% | 2.05% |
| 60 Days | 0.24% | 4.22% |
| 90 Days | 0.63% | 6.86% |
| 12 Months | 19.79% | 23.97% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PHDG | Weight in SPYV | Overlap | |
|---|---|---|---|---|---|
| BRK.A | C | 0.98% | 3.97% | 0.98% |
PHDG Underweight 430 Positions Relative to SPYV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | -2.88% | |
| XOM | D | -2.43% | |
| JNJ | B | -1.93% | |
| WMT | B | -1.65% | |
| UNH | C | -1.63% | |
| BAC | D | -1.28% | |
| PG | C | -1.21% | |
| CVX | D | -1.16% | |
| HD | B | -1.14% | |
| COST | C | -1.14% | |
| ABBV | C | -1.05% | |
| ABT | C | -0.99% | |
| CSCO | B | -0.98% | |
| IBM | B | -0.95% | |
| VZ | B | -0.9% | |
| DHR | B | -0.87% | |
| WFC | D | -0.87% | |
| AMGN | B | -0.86% | |
| MRK | D | -0.85% | |
| NEE | B | -0.83% | |
| KO | B | -0.82% | |
| PFE | C | -0.8% | |
| DIS | D | -0.79% | |
| RTX | C | -0.78% | |
| PEP | C | -0.76% | |
| CMCSA | D | -0.75% | |
| T | B | -0.75% | |
| V | B | -0.74% | |
| GS | D | -0.74% | |
| TMO | C | -0.71% | |
| LOW | B | -0.7% | |
| HON | D | -0.65% | |
| ELV | C | -0.62% | |
| BLK | A | -0.6% | |
| PLD | C | -0.59% | |
| MS | D | -0.59% | |
| LMT | C | -0.59% | |
| PM | C | -0.59% | |
| MDT | C | -0.58% | |
| CB | B | -0.57% | |
| MCD | C | -0.57% | |
| TXN | C | -0.55% | |
| MA | B | -0.55% | |
| C | D | -0.53% | |
| LIN | B | -0.52% | |
| TMUS | C | -0.51% | |
| GE | B | -0.51% | |
| CI | C | -0.5% | |
| GILD | B | -0.5% | |
| ACN | C | -0.49% | |
| BMY | C | -0.48% | |
| MU | F | -0.47% | |
| SO | B | -0.47% | |
| UPS | D | -0.46% | |
| SCHW | D | -0.45% | |
| ICE | B | -0.45% | |
| SPGI | B | -0.45% | |
| MO | C | -0.44% | |
| QCOM | D | -0.43% | |
| DUK | C | -0.43% | |
| UNP | B | -0.41% | |
| INTC | F | -0.4% | |
| WELL | B | -0.37% | |
| MMM | B | -0.36% | |
| PYPL | B | -0.36% | |
| CVS | D | -0.35% | |
| NOC | B | -0.35% | |
| PGR | A | -0.35% | |
| ADP | B | -0.34% | |
| CAT | C | -0.34% | |
| PNC | B | -0.34% | |
| BDX | F | -0.33% | |
| GD | B | -0.33% | |
| USB | B | -0.33% | |
| TGT | C | -0.33% | |
| AMT | C | -0.32% | |
| MCK | F | -0.32% | |
| FDX | C | -0.31% | |
| NEM | B | -0.3% | |
| APD | B | -0.3% | |
| ISRG | C | -0.29% | |
| SLB | F | -0.28% | |
| NSC | C | -0.28% | |
| MDLZ | B | -0.28% | |
| EMR | D | -0.28% | |
| BSX | B | -0.27% | |
| TFC | D | -0.27% | |
| AFL | B | -0.27% | |
| COF | C | -0.26% | |
| BA | F | -0.26% | |
| GM | B | -0.26% | |
| CL | C | -0.26% | |
| PSX | D | -0.26% | |
| TRV | B | -0.26% | |
| NKE | D | -0.26% | |
| AEP | B | -0.26% | |
| MMC | C | -0.26% | |
| O | B | -0.26% | |
| BK | A | -0.25% | |
| CCI | B | -0.25% | |
| SRE | B | -0.25% | |
| AIG | D | -0.24% | |
| ALL | A | -0.24% | |
| REGN | C | -0.24% | |
| CME | C | -0.24% | |
| FIS | B | -0.23% | |
| TJX | C | -0.23% | |
| D | C | -0.23% | |
| KMB | D | -0.23% | |
| JCI | B | -0.23% | |
| VRTX | D | -0.22% | |
| SYK | C | -0.22% | |
| ADI | D | -0.22% | |
| MET | A | -0.22% | |
| ETN | C | -0.22% | |
| SBUX | C | -0.22% | |
| DE | B | -0.21% | |
| LHX | D | -0.21% | |
| AXP | B | -0.21% | |
| SHW | B | -0.21% | |
| EQIX | B | -0.21% | |
| VLO | D | -0.21% | |
| KVUE | B | -0.21% | |
| WM | D | -0.2% | |
| KMI | A | -0.2% | |
| STZ | C | -0.2% | |
| CMI | C | -0.2% | |
| GIS | B | -0.2% | |
| PEG | B | -0.2% | |
| PRU | C | -0.2% | |
| F | D | -0.2% | |
| PCG | C | -0.2% | |
| SYY | D | -0.19% | |
| KDP | A | -0.19% | |
| CTVA | B | -0.19% | |
| HUM | F | -0.19% | |
| ZTS | B | -0.19% | |
| HCA | B | -0.19% | |
| EXC | B | -0.19% | |
| MCO | A | -0.19% | |
| CNC | C | -0.19% | |
| A | C | -0.19% | |
| ITW | B | -0.18% | |
| RMD | C | -0.18% | |
| KR | B | -0.18% | |
| GEHC | C | -0.18% | |
| AON | B | -0.18% | |
| COP | D | -0.18% | |
| EXR | B | -0.18% | |
| CTSH | C | -0.18% | |
| HIG | A | -0.17% | |
| OXY | F | -0.17% | |
| VICI | C | -0.17% | |
| CBRE | A | -0.17% | |
| DOW | D | -0.17% | |
| XEL | A | -0.17% | |
| ED | C | -0.17% | |
| EBAY | B | -0.16% | |
| CTAS | C | -0.16% | |
| GLW | B | -0.16% | |
| EIX | C | -0.16% | |
| CSX | D | -0.16% | |
| CARR | B | -0.16% | |
| CEG | C | -0.16% | |
| AVB | B | -0.16% | |
| PSA | B | -0.16% | |
| BKR | D | -0.16% | |
| WMB | B | -0.16% | |
| APH | D | -0.16% | |
| SPG | B | -0.16% | |
| GEV | B | -0.16% | |
| DD | B | -0.16% | |
| ROP | C | -0.16% | |
| NDAQ | B | -0.15% | |
| FCX | D | -0.15% | |
| WEC | B | -0.15% | |
| DLR | B | -0.15% | |
| MSI | C | -0.15% | |
| ECL | B | -0.15% | |
| XYL | D | -0.15% | |
| AJG | C | -0.15% | |
| GPN | D | -0.14% | |
| KHC | C | -0.14% | |
| FITB | B | -0.14% | |
| BIIB | F | -0.14% | |
| AWK | A | -0.14% | |
| HPQ | D | -0.14% | |
| BX | B | -0.14% | |
| ADM | D | -0.14% | |
| WAB | A | -0.14% | |
| PPG | C | -0.14% | |
| WTW | B | -0.14% | |
| DTE | B | -0.13% | |
| ABNB | D | -0.13% | |
| KEYS | C | -0.13% | |
| EW | F | -0.13% | |
| VTR | C | -0.13% | |
| ETR | A | -0.13% | |
| IFF | B | -0.13% | |
| ADSK | B | -0.13% | |
| EQR | B | -0.13% | |
| IQV | C | -0.13% | |
| TEL | D | -0.13% | |
| CAH | C | -0.13% | |
| MTB | B | -0.13% | |
| ES | C | -0.12% | |
| VLTO | C | -0.12% | |
| LYB | F | -0.12% | |
| STT | A | -0.12% | |
| HAL | F | -0.12% | |
| DVN | F | -0.12% | |
| FSLR | C | -0.12% | |
| TT | B | -0.12% | |
| MPC | D | -0.12% | |
| DOV | B | -0.12% | |
| PAYX | C | -0.12% | |
| HPE | D | -0.11% | |
| RJF | C | -0.11% | |
| AEE | B | -0.11% | |
| EFX | C | -0.11% | |
| FE | C | -0.11% | |
| OTIS | D | -0.11% | |
| WY | C | -0.11% | |
| EOG | D | -0.11% | |
| SW | B | -0.11% | |
| MRNA | F | -0.11% | |
| TROW | D | -0.11% | |
| PPL | C | -0.11% | |
| EL | F | -0.1% | |
| LEN | B | -0.1% | |
| EA | D | -0.1% | |
| FAST | C | -0.1% | |
| ESS | B | -0.1% | |
| TER | D | -0.1% | |
| AME | C | -0.1% | |
| OKE | B | -0.1% | |
| BAX | C | -0.1% | |
| RF | B | -0.1% | |
| YUM | D | -0.1% | |
| ATO | B | -0.1% | |
| TDY | C | -0.1% | |
| CLX | C | -0.1% | |
| AMP | B | -0.1% | |
| BALL | C | -0.1% | |
| HBAN | B | -0.1% | |
| WDC | D | -0.1% | |
| CMS | A | -0.1% | |
| LDOS | C | -0.1% | |
| INVH | C | -0.1% | |
| MKC | B | -0.1% | |
| K | A | -0.1% | |
| CINF | B | -0.1% | |
| ZBH | F | -0.1% | |
| CNP | C | -0.09% | |
| TSN | C | -0.09% | |
| AVY | D | -0.09% | |
| ORLY | B | -0.09% | |
| NTRS | B | -0.09% | |
| J | D | -0.09% | |
| CFG | D | -0.09% | |
| CHTR | D | -0.09% | |
| RSG | D | -0.09% | |
| CSGP | D | -0.09% | |
| IDXX | C | -0.09% | |
| APTV | D | -0.09% | |
| DG | F | -0.09% | |
| HSY | C | -0.09% | |
| MTD | D | -0.09% | |
| PKG | B | -0.09% | |
| HOLX | B | -0.09% | |
| SYF | C | -0.09% | |
| BBY | B | -0.09% | |
| GPC | D | -0.09% | |
| MSCI | C | -0.09% | |
| ARE | B | -0.09% | |
| MAA | B | -0.09% | |
| OMC | A | -0.09% | |
| EQT | D | -0.09% | |
| HWM | B | -0.08% | |
| AMCR | C | -0.08% | |
| KIM | B | -0.08% | |
| DOC | C | -0.08% | |
| SWKS | F | -0.08% | |
| UAL | B | -0.08% | |
| EG | B | -0.08% | |
| TXT | D | -0.08% | |
| NRG | C | -0.08% | |
| PH | B | -0.08% | |
| IP | B | -0.08% | |
| ON | D | -0.08% | |
| IRM | B | -0.08% | |
| MCHP | D | -0.08% | |
| CDW | D | -0.08% | |
| WBD | D | -0.08% | |
| AZO | D | -0.08% | |
| DGX | B | -0.08% | |
| LUV | C | -0.08% | |
| ZBRA | B | -0.08% | |
| WRB | C | -0.08% | |
| VRSK | D | -0.08% | |
| TSCO | C | -0.08% | |
| PFG | B | -0.08% | |
| PCAR | D | -0.07% | |
| NDSN | C | -0.07% | |
| BG | D | -0.07% | |
| JBHT | D | -0.07% | |
| CHD | C | -0.07% | |
| TRMB | C | -0.07% | |
| EVRG | A | -0.07% | |
| VTRS | C | -0.07% | |
| UDR | B | -0.07% | |
| UHS | B | -0.07% | |
| DLTR | F | -0.07% | |
| MNST | C | -0.07% | |
| L | B | -0.07% | |
| NXPI | D | -0.07% | |
| IEX | D | -0.07% | |
| DFS | C | -0.07% | |
| NI | B | -0.07% | |
| SWK | B | -0.07% | |
| CAG | B | -0.07% | |
| LNT | A | -0.07% | |
| NTAP | D | -0.07% | |
| KEY | B | -0.07% | |
| ROK | D | -0.07% | |
| SBAC | C | -0.07% | |
| BXP | B | -0.06% | |
| TFX | C | -0.06% | |
| STX | D | -0.06% | |
| TECH | C | -0.06% | |
| CHRW | B | -0.06% | |
| EMN | B | -0.06% | |
| IPG | C | -0.06% | |
| HUBB | B | -0.06% | |
| ANSS | F | -0.06% | |
| KMX | D | -0.06% | |
| FFIV | A | -0.06% | |
| WAT | C | -0.06% | |
| PWR | B | -0.06% | |
| REG | C | -0.06% | |
| TTWO | D | -0.06% | |
| NUE | F | -0.06% | |
| SJM | C | -0.06% | |
| JNPR | A | -0.06% | |
| DAL | C | -0.06% | |
| JKHY | B | -0.06% | |
| AES | C | -0.06% | |
| GRMN | D | -0.06% | |
| CPT | B | -0.06% | |
| SOLV | C | -0.05% | |
| MTCH | C | -0.05% | |
| TPR | C | -0.05% | |
| MKTX | C | -0.05% | |
| CPB | B | -0.05% | |
| NWSA | D | -0.05% | |
| PODD | B | -0.05% | |
| AIZ | B | -0.05% | |
| TAP | C | -0.05% | |
| CRL | D | -0.05% | |
| INCY | C | -0.05% | |
| QRVO | F | -0.05% | |
| PNW | B | -0.05% | |
| HII | C | -0.05% | |
| ALB | F | -0.05% | |
| LKQ | D | -0.05% | |
| BR | D | -0.05% | |
| STE | C | -0.05% | |
| DXCM | F | -0.05% | |
| GWW | B | -0.05% | |
| EXPD | B | -0.05% | |
| CTLT | B | -0.05% | |
| MLM | D | -0.05% | |
| VMC | D | -0.05% | |
| BWA | D | -0.04% | |
| ALGN | D | -0.04% | |
| ALLE | B | -0.04% | |
| FMC | C | -0.04% | |
| AKAM | D | -0.04% | |
| MHK | B | -0.04% | |
| MAS | B | -0.04% | |
| CBOE | C | -0.04% | |
| ROL | C | -0.04% | |
| SNA | B | -0.04% | |
| PTC | D | -0.04% | |
| MOS | F | -0.04% | |
| VRSN | D | -0.04% | |
| IR | C | -0.04% | |
| MOH | C | -0.04% | |
| DPZ | F | -0.04% | |
| FRT | C | -0.04% | |
| GL | C | -0.04% | |
| HSIC | C | -0.04% | |
| HAS | B | -0.04% | |
| DRI | C | -0.04% | |
| FDS | C | -0.04% | |
| ENPH | C | -0.04% | |
| HRL | C | -0.04% | |
| FOXA | B | -0.04% | |
| BRO | C | -0.03% | |
| POOL | C | -0.03% | |
| LVS | D | -0.03% | |
| JBL | D | -0.03% | |
| CTRA | F | -0.03% | |
| BEN | F | -0.03% | |
| BBWI | F | -0.03% | |
| ULTA | D | -0.03% | |
| STLD | D | -0.03% | |
| WBA | F | -0.03% | |
| CF | B | -0.03% | |
| BIO | C | -0.03% | |
| MRO | D | -0.03% | |
| EPAM | D | -0.03% | |
| AAL | D | -0.03% | |
| IVZ | C | -0.03% | |
| LW | D | -0.02% | |
| CZR | C | -0.02% | |
| GNRC | D | -0.02% | |
| ETSY | F | -0.02% | |
| AOS | C | -0.02% | |
| DVA | B | -0.02% | |
| DAY | D | -0.02% | |
| PNR | B | -0.02% | |
| PAYC | D | -0.02% | |
| FOX | B | -0.02% | |
| HST | D | -0.02% | |
| CCL | C | -0.02% | |
| PARA | F | -0.02% | |
| MGM | D | -0.01% | |
| NWS | D | -0.01% | |
| RL | B | -0.01% |
PHDG: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Consumer Electronics
Insurance - Diversified
Semiconductors
Software - Infrastructure
Specialty Retail
Keywords:
S&P 500
Nasdaq 100
Computing
Hyperscale
Smartphones
Software
Work From Home
Dow Jones Component
Laptop Computer
Mobile Devices
Operating System
Advertising Network
Application Programming Interface
Auction Based Advertising Program
Display Advertising
Display Advertising Network
IBD 50
Maps
Mobile Software
Mobile Wireless Devices
SPYV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Business Services
Diagnostics & Research
Asset Management
Banks - Regional - US
Capital Markets
Packaged Foods
Semiconductors
Drug Manufacturers - Major
Medical Devices
Specialty Retail
Aerospace & Defense
Credit Services
Health Care Plans
Household & Personal Products
Insurance - Property & Casualty
Medical Instruments & Supplies
Oil & Gas E&P
REIT - Residential
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