Compare PHDG and DIA | ETF Tracker

PHDG and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Downside Hedged ETFUS Stock Styles · Large cap0.44%1.43%+10.6%+9.6%+11.7%+4.0%−6.8%11.9%$61M1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PHDG 2012 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 Downside Hedged ETF · $61M$12,178

PHDG

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

PHDGMeasureDIA

+10.6%Year to dateJan 1 → Nov 3+8.8%

+9.6%1 yearTotal return+10.3%

+11.7%3 years · per year$10,000 became $13,923 · $16,728+18.7%

+4.0%5 years · per year$10,000 became $12,178 · $15,770+9.5%

0.44%Expense ratio$44 · $16 a year on $10k · lower is better0.16%

1.43%Trailing 12-mo yield$143 · $139 a year on $10k1.39%

−6.8%Worst dropSmaller is better−9.8%

11.9%VolatilityLower is calmer12.6%

PHDGDIA Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHDG vs DIA: Top 5 Holdings

Today

PHDG

22.7%in top 5

DIA

in top 533.8%

PHDGStockDIA

not top 5GS10.5%

not top 5CAT7.3%

6.4%AAPLnot top 5

6.3%NVDAnot top 5

4.9%MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

3.1%AMZNnot top 5

2.1%GOOGLnot top 5

Held in common26.2%

End-of-day Nov 3, 2026 · share of each fund

PHDG vs DIA Returns, Every Period

5Y

InvescoPHDG

+4.0%

5 years, per year

DIASPDR

+9.5%

5 years, per year

PHDGDIAFaded: behind in that period

1–3DIA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PHDG vs DIA

YTD

InvescoPHDG

+10.6%

DIASPDR

+8.8%

+10.6%Year to date+8.8%

−6.8%Worst drop · 1Y−9.8%

11.9%Volatility · 1Y12.6%

1.4%Yield1.4%

$61.5MAssets$45.1B

3–0PHDG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHDG, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

PHDG0.44%$44

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PHDG, DIA

1Y

1.43%highest, PHDG

FundTrailing yieldYield$10k

PHDG1.43%$143

DIA1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$123most kept, DIA

DIA$139 − $16 = $123

PHDG$143 − $44 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PHDG, DIA

Today

26.2%most shared, PHDG and DIA

PHDGDIA

PHDG—26.2%

DIA26.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.3%DIA, at 12.6% volatility

PHDGWorst drop−6.8%11.9% vol

DIAWorst drop−9.8%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PHDGDIA

+10.6%Year to date+8.8%

1.4%Yield1.4%

+9.6%Past year+10.3%

0.44%Fee0.16%

2–1DIA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026