Compare · 2 funds side by side · dividends reinvested

PHDG and SCHB

PHDGInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

PHDG and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Invesco S&P 500 Downside Hedged ETFUS Stock Styles · Large cap0.44%1.43%+10.4%+9.0%+11.3%+4.1%−6.8%11.9%$61M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PHDG 2012 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Downside Hedged ETF · $61M$12,217

PHDG

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 83.5% in common

PHDGMeasureSCHB

+10.4%Year to dateJan 1 → Nov 4+13.3%

+9.0%1 yearTotal return+13.3%

+11.3%3 years · per year$10,000 became $13,805 · $19,056+24.0%

+4.1%5 years · per year$10,000 became $12,217 · $17,270+11.5%

0.44%Expense ratio$44 · $3 a year on $10k · lower is better0.03%

1.43%Trailing 12-mo yield$143 · $104 a year on $10k1.04%

−6.8%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.1%

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

3–5SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHDG vs SCHB: Top 5 Holdings

Today

PHDG

22.9%in top 5

SCHB

in top 524.4%

PHDGStockSCHB

6.4%NVDA6.8%

6.2%AAPL6.6%

5.0%MSFT5.3%

3.2%AMZN3.4%

2.1%GOOGL2.2%

Held in common83.5%

End-of-day Nov 4, 2026 · share of each fund

PHDG vs SCHB Returns, Every Period

InvescoPHDG

+4.1%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

PHDGSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PHDG vs SCHB

YTD

InvescoPHDG

+10.4%

SCHBSchwab

+13.3%

+10.4%Year to date+13.3%

−6.8%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.1%

1.4%Yield1.0%

$61.5MAssets$44.0B

3–1PHDG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHDG, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PHDG0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PHDG, SCHB

1.43%highest, PHDG

FundTrailing yieldYield$10k

PHDG1.43%$143

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PHDG$143 − $44 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PHDG, SCHB

Today

83.5%most shared, PHDG and SCHB

PHDGSCHB

PHDG—83.5%

SCHB83.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

PHDGWorst drop−6.8%11.9% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PHDGSCHB

+10.4%Year to date+13.3%

1.4%Yield1.0%

+9.0%Past year+13.3%

0.44%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026