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PHDG

Invesco S&P 500 Downside Hedged ETF

Feb 06 • 04:00PM ET

37.96

+0.23 0.62 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	0.68%	Total Holdings	507	Perf Week	-0.01%
Sponsor	Invesco	ETF Type		Tags	equity	Return% 3Y	5.99%	AUM	64.73M	Perf Month	0.47%
Fund Family		Bond Type		Tags	fixed-income	Return% 5Y	3.61%	NAV/sh		Perf Quarter	0.04%
Index	-	Average Maturity		Tags	futures	Return% 10Y		52W High	38.89 -2.40%	Perf Half Y	5.40%
Index Weighting		Commodity Type		Tags	vix	Return% SI		52W Low	32.85 15.55%	Perf YTD	1.38%
Active/Passive		Quant Type		Tags	SP500	Flows% 1M	-8.12%	Volatility	0.38% 0.42%	Perf Year	-1.05%
Dividend TTM	0.79 (2.07%)	ESG Type		Tags	-	Flows% 3M	-10.54%	ATR (14)	0.21	Perf 3Y	12.50%
Dividend Ex-Date	Dec 22, 2025	Dividend Type		Sector/Theme		Flows% YTD	-8.12%	RSI (14)	53.26	Perf 5Y	10.82%
Dividend Gr. 3/5Y	21.76% 30.37%	Structure Type		Region		Flows% 1Y		Beta	0.56	Perf 10Y	57.76%
Expense	0.39%	Growth/Value		SMA20	0.24%	Flows% 3Y		Rel Volume	0.46	Prev Close	37.72
Inverse/Leveraged		Market Cap		SMA50	0.25%	Flows% 5Y		Avg Volume	6.42K	Price	37.96
IPO	Dec 06, 2012	Option/Short	No / Yes	SMA200	4.04%	Trades		Volume	2,926	Change	0.62%

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Invesco S&P 500 Downside Hedged ETF 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 allocating its assets generally among the components of the S&P 500 Dynamic VEQTOR Index. The Benchmark is composed of up to three types of components: (i) an equity component, represented by the S&P 500 Index; (ii) a volatility hedge component, represented by the S&P 500 VIX Short-Term Futures Index ("VIX Futures Index"); and (iii) cash.

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PHDG

Invesco S&P 500 Downside Hedged ETF

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