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Invesco S&P 500 Downside Hedge ETF

PHDG is an actively-managed ETF that allocates its portfolio between S&P 500 equities, VIX Index futures and cash.

Invesco S&P 500® Downside Hedged ETF uses a quantitative, rules-based approach to track the S&P 500 Dynamic VEQTOR Index, offering exposure to equities and a hedge against volatility. The PHDG fund's strategy involves shifting allocations between equity, volatility, and cash, making it defensive and adaptable to market changes. PHDG stands out from other low-volatility ETFs due to its VIX futures positioning, providing a unique hedge during market turbulence.

PHDG: Not A Bad Time To Consider For A Possible Extreme

Invesco S&P 500 Downside Hedged ETF aims to achieve positive total returns in both rising and falling markets through a three-sleeve approach. PHDG's performance has been disappointing compared to peers like PJUL and HEQT, which employ systematic collar strategies and consistently invest in the S&P 500. Retail investors seeking S&P 500 exposure with less volatility may be better served by funds like PJUL or HEQT rather than PHDG.

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Amid the continued rally on Wall Street due to the artificial intelligence (AI) frenzy, short sellers have ramped up bets against U.S. stocks. As such, it may be prudent for investors to consider strategies for hedging their exposure to the S&P 500.

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Volatility is lately on the rise amid debt default worries. In such a scenario, investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

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The Invesco S&P 500 Downside Hedged ETF (PHDG) hits a new 52-week high. Are more gains in store?

S&P 500 Downside Hedged ETF (PHDG) Hits a 52-Week High

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Low-beta products exhibit greater levels of stability than their market-sensitive counterparts and will usually lose less when the market crumbles.

News for Invesco S&P 500 Downside Hedge ETF ETF (PHDG)