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Invesco S&P 500® Downside Hedged ETF PHDG

Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PHDG

Will PHDG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Invesco S&P 500 ® Downside Hedged ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings PHDG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cboe Vix Future May24

6.75 8.8 Mil

Futures Cash Collateral

5.81 7.5 Mil
Cash and Equivalents

Microsoft Corp

5.68 7.4 Mil
Technology

Invesco Premier US Government Money Inst

5.22 6.8 Mil
Cash and Equivalents

Apple Inc

4.39 5.7 Mil
Technology

NVIDIA Corp

3.88 5.0 Mil
Technology

Amazon.com Inc

3.07 4.0 Mil
Consumer Cyclical

Cboe Vix Future Apr24

2.29 3.0 Mil

Meta Platforms Inc Class A

2.06 2.7 Mil
Communication Services

E-mini S&P 500 Future June 24

1.80 2.3 Mil