VFMV vs. PHDG ETF Comparison

Comparison of Vanguard U.S. Minimum Volatility ETF (VFMV) to PowerShares S&P 500 Downside Hedged Portfolio (PHDG)
VFMV

Vanguard U.S. Minimum Volatility ETF

VFMV Description

The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$126.54

Average Daily Volume

6,907

Number of Holdings *

165

* may have additional holdings in another (foreign) market
PHDG

PowerShares S&P 500 Downside Hedged Portfolio

PHDG Description The PowerShares S&P 500® Downside Hedged Portfolio (the Fund) is an actively managed exchange-traded fund (ETF) that 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 using a quantitative, rules-based strategy designed to provide returns that correspond to the performance of the S&P 500® Dynamic VEQTOR Index (the Index). The Index provides investors with broad equity market exposure with an implied volatility hedge by dynamically allocating between equity, volatility and cash. The index allows investors to receive exposure to the equity and volatility of the S&P 500 Index in a dynamic framework.

Grade (RS Rating)

Last Trade

$38.30

Average Daily Volume

12,482

Number of Holdings *

499

* may have additional holdings in another (foreign) market
Performance
Period VFMV PHDG
30 Days 3.75% 0.66%
60 Days 4.37% 1.51%
90 Days 5.38% 1.58%
12 Months 27.52% 18.52%
92 Overlapping Holdings
Symbol Grade Weight in VFMV Weight in PHDG Overlap
AAPL C 0.54% 3.74% 0.54%
ABBV D 0.74% 0.32% 0.32%
ABT B 1.49% 0.22% 0.22%
ACN C 0.2% 0.24% 0.2%
ADI D 1.5% 0.11% 0.11%
AEE A 0.19% 0.03% 0.03%
AJG B 0.35% 0.07% 0.07%
AKAM D 0.04% 0.01% 0.01%
AMAT F 0.08% 0.17% 0.08%
AMGN D 0.14% 0.17% 0.14%
AVGO D 0.64% 0.86% 0.64%
AZO C 0.34% 0.06% 0.06%
BRK.A B 0.31% 0.92% 0.31%
BSX B 0.75% 0.14% 0.14%
CAH B 0.64% 0.03% 0.03%
CB C 0.07% 0.12% 0.07%
CBOE B 1.04% 0.02% 0.02%
CHD B 1.44% 0.03% 0.03%
CI F 0.11% 0.1% 0.1%
CL D 1.05% 0.08% 0.08%
CME A 1.14% 0.09% 0.09%
CMS C 0.03% 0.02% 0.02%
COR B 1.48% 0.05% 0.05%
CSCO B 1.25% 0.25% 0.25%
CTSH B 0.06% 0.04% 0.04%
CVX A 0.9% 0.3% 0.3%
DECK A 0.2% 0.03% 0.03%
DTE C 0.03% 0.03% 0.03%
DUK C 1.42% 0.09% 0.09%
EA A 1.16% 0.04% 0.04%
ED D 1.44% 0.04% 0.04%
FANG D 0.3% 0.04% 0.04%
FE C 0.77% 0.02% 0.02%
GD F 1.14% 0.08% 0.08%
GDDY A 0.46% 0.03% 0.03%
GILD C 0.83% 0.12% 0.12%
GIS D 1.0% 0.04% 0.04%
GOOG C 0.48% 0.92% 0.48%
GOOGL C 0.64% 1.11% 0.64%
HOLX D 0.36% 0.02% 0.02%
HPQ B 0.96% 0.04% 0.04%
HSY F 0.36% 0.03% 0.03%
IBM C 1.52% 0.21% 0.21%
JNJ D 1.49% 0.39% 0.39%
JPM A 0.05% 0.74% 0.05%
KLAC D 0.07% 0.09% 0.07%
KMI A 0.2% 0.06% 0.06%
KO D 1.4% 0.26% 0.26%
LIN D 0.24% 0.23% 0.23%
LLY F 0.32% 0.67% 0.32%
LMT D 1.47% 0.12% 0.12%
MCD D 0.79% 0.23% 0.23%
MCK B 1.52% 0.09% 0.09%
MDLZ F 0.28% 0.09% 0.09%
META D 0.47% 1.36% 0.47%
MO A 0.24% 0.1% 0.1%
MRK F 1.46% 0.27% 0.27%
MSFT F 1.3% 3.42% 1.3%
MSI B 0.03% 0.09% 0.03%
MU D 0.02% 0.12% 0.02%
NOC D 1.17% 0.07% 0.07%
NTAP C 1.37% 0.03% 0.03%
ORLY B 1.11% 0.08% 0.08%
PEP F 0.04% 0.24% 0.04%
PFE D 0.32% 0.16% 0.16%
PG A 1.48% 0.42% 0.42%
PGR A 1.48% 0.16% 0.16%
PSX C 0.1% 0.06% 0.06%
QCOM F 0.25% 0.2% 0.2%
QRVO F 0.28% 0.01% 0.01%
REGN F 1.12% 0.09% 0.09%
ROL B 0.23% 0.02% 0.02%
ROP B 1.33% 0.07% 0.07%
RSG A 1.2% 0.05% 0.05%
RTX C 1.06% 0.17% 0.17%
SO D 1.38% 0.1% 0.1%
T A 1.41% 0.17% 0.17%
TJX A 1.27% 0.15% 0.15%
TMUS B 1.43% 0.13% 0.13%
TRV B 0.38% 0.06% 0.06%
TXN C 1.48% 0.2% 0.2%
TYL B 0.74% 0.03% 0.03%
UNH C 0.75% 0.59% 0.59%
V A 0.35% 0.56% 0.35%
VRTX F 0.03% 0.13% 0.03%
VZ C 1.0% 0.19% 0.19%
WEC A 0.45% 0.03% 0.03%
WM A 1.06% 0.09% 0.09%
WMB A 0.37% 0.07% 0.07%
WMT A 1.08% 0.4% 0.4%
WTW B 0.93% 0.03% 0.03%
XOM B 1.23% 0.58% 0.58%
VFMV Overweight 73 Positions Relative to PHDG
Symbol Grade Weight
DOX D 1.5%
EQC B 1.49%
CVLT B 1.38%
MUSA A 1.13%
IDT B 1.1%
IDCC A 1.06%
KEX C 1.05%
FCN D 0.98%
LRN A 0.97%
MGEE C 0.89%
HSTM B 0.84%
VECO F 0.78%
DLB B 0.78%
TKO B 0.73%
CHE D 0.69%
SPOT B 0.68%
SAFT C 0.67%
BLKB B 0.66%
CTRE D 0.65%
CRUS D 0.64%
NSIT F 0.56%
WTM A 0.54%
YELP C 0.52%
NABL F 0.51%
MATX C 0.45%
PBH A 0.42%
NEU C 0.4%
FLO D 0.38%
INSW F 0.37%
DTM B 0.35%
PPC C 0.34%
LAUR A 0.34%
NVEC C 0.33%
THFF B 0.33%
VERX B 0.3%
RLI B 0.3%
OLLI D 0.26%
ATR B 0.25%
JBSS D 0.24%
MCS B 0.22%
EXEL B 0.21%
AMSF B 0.21%
LOPE B 0.2%
MTSI B 0.2%
IMMR C 0.2%
EBF F 0.2%
JJSF B 0.19%
CASS B 0.19%
QNST B 0.18%
HQY B 0.18%
SPOK C 0.15%
FDP B 0.15%
OLED D 0.14%
HCKT B 0.14%
SPNS F 0.14%
TW A 0.13%
PI D 0.12%
DGICA A 0.1%
TNK F 0.09%
DJCO B 0.09%
CNXN C 0.07%
UNM A 0.06%
OSIS B 0.06%
CNA B 0.04%
PEBK B 0.04%
LANC C 0.04%
CLBK B 0.04%
GLRE B 0.04%
NBIX C 0.03%
BCAL B 0.03%
EIG B 0.03%
MRAM D 0.02%
FFNW C 0.02%
VFMV Underweight 407 Positions Relative to PHDG
Symbol Grade Weight
NVDA C -3.89%
AMZN C -2.13%
TSLA B -0.93%
MA C -0.46%
COST B -0.44%
HD A -0.43%
NFLX A -0.39%
CRM B -0.35%
BAC A -0.33%
ORCL B -0.32%
WFC A -0.27%
ADBE C -0.25%
AMD F -0.24%
NOW A -0.23%
TMO F -0.22%
ISRG A -0.21%
GE D -0.21%
INTU C -0.21%
DIS B -0.21%
PM B -0.21%
GS A -0.2%
CAT B -0.2%
SPGI C -0.18%
MS A -0.18%
CMCSA B -0.18%
BKNG A -0.18%
DHR F -0.17%
LOW D -0.17%
NEE D -0.17%
AXP A -0.17%
ETN A -0.16%
BLK C -0.16%
UBER D -0.16%
HON B -0.16%
UNP C -0.15%
PANW C -0.14%
C A -0.14%
BX A -0.14%
COP C -0.14%
SYK C -0.14%
BMY B -0.13%
PLTR B -0.13%
SCHW B -0.13%
FI A -0.13%
ADP B -0.13%
INTC D -0.12%
MMC B -0.12%
MDT D -0.12%
SBUX A -0.12%
LRCX F -0.11%
ANET C -0.11%
BA F -0.11%
DE A -0.11%
KKR A -0.11%
PLD D -0.11%
PH A -0.1%
GEV B -0.1%
ICE C -0.1%
SHW A -0.1%
AMT D -0.1%
NKE D -0.1%
TT A -0.1%
ELV F -0.1%
UPS C -0.1%
ZTS D -0.09%
CRWD B -0.09%
AON A -0.09%
CMG B -0.09%
PNC B -0.09%
CDNS B -0.09%
SNPS B -0.09%
EQIX A -0.09%
APH A -0.09%
PYPL B -0.09%
COF B -0.08%
APD A -0.08%
CEG D -0.08%
TGT F -0.08%
TDG D -0.08%
MMM D -0.08%
ITW B -0.08%
EMR A -0.08%
CTAS B -0.08%
MCO B -0.08%
EOG A -0.08%
WELL A -0.08%
USB A -0.08%
PCAR B -0.07%
HLT A -0.07%
SLB C -0.07%
TFC A -0.07%
FCX D -0.07%
ECL D -0.07%
CARR D -0.07%
OKE A -0.07%
HCA F -0.07%
GM B -0.07%
BDX F -0.07%
MAR B -0.07%
FDX B -0.07%
ADSK A -0.07%
CSX B -0.07%
CVS D -0.07%
ALL A -0.06%
PSA D -0.06%
GWW B -0.06%
MPC D -0.06%
SPG B -0.06%
DLR B -0.06%
RCL A -0.06%
AMP A -0.06%
AFL B -0.06%
URI B -0.06%
FICO B -0.06%
JCI C -0.06%
NXPI D -0.06%
BK A -0.06%
SRE A -0.06%
ABNB C -0.06%
NSC B -0.06%
FTNT C -0.06%
TRGP B -0.05%
ODFL B -0.05%
BKR B -0.05%
F C -0.05%
PEG A -0.05%
AXON A -0.05%
DFS B -0.05%
KMB D -0.05%
CCI D -0.05%
VLO C -0.05%
PCG A -0.05%
PRU A -0.05%
AME A -0.05%
KVUE A -0.05%
HWM A -0.05%
NEM D -0.05%
PAYX C -0.05%
FAST B -0.05%
LHX C -0.05%
D C -0.05%
ROST C -0.05%
VST B -0.05%
PWR A -0.05%
MSCI C -0.05%
DHI D -0.05%
FIS C -0.05%
MET A -0.05%
AIG B -0.05%
O D -0.05%
AEP D -0.05%
CMI A -0.05%
CPRT A -0.05%
ROK B -0.04%
VICI C -0.04%
IRM D -0.04%
HUM C -0.04%
RMD C -0.04%
OXY D -0.04%
HIG B -0.04%
WAB B -0.04%
EXR D -0.04%
DD D -0.04%
NUE C -0.04%
IDXX F -0.04%
IQV D -0.04%
MCHP D -0.04%
MTB A -0.04%
MLM B -0.04%
GLW B -0.04%
SYY B -0.04%
VMC B -0.04%
ACGL D -0.04%
KDP D -0.04%
GEHC F -0.04%
STZ D -0.04%
A D -0.04%
LULU C -0.04%
EXC C -0.04%
CHTR C -0.04%
XEL A -0.04%
YUM B -0.04%
DELL C -0.04%
KR B -0.04%
MNST C -0.04%
CTVA C -0.04%
CBRE B -0.04%
EW C -0.04%
OTIS C -0.04%
HES B -0.04%
VRSK A -0.04%
LEN D -0.04%
IT C -0.04%
IR B -0.04%
DAL C -0.04%
CINF A -0.03%
SBAC D -0.03%
HUBB B -0.03%
BIIB F -0.03%
RF A -0.03%
CDW F -0.03%
PPL B -0.03%
CCL B -0.03%
WST C -0.03%
DVN F -0.03%
SW A -0.03%
EQR B -0.03%
ADM D -0.03%
VLTO D -0.03%
EQT B -0.03%
HBAN A -0.03%
SYF B -0.03%
AWK D -0.03%
CPAY A -0.03%
BRO B -0.03%
VTR C -0.03%
MTD D -0.03%
FTV C -0.03%
BR A -0.03%
HAL C -0.03%
TROW B -0.03%
PHM D -0.03%
KEYS A -0.03%
DOV A -0.03%
HPE B -0.03%
KHC F -0.03%
STT A -0.03%
MPWR F -0.03%
ON D -0.03%
NVR D -0.03%
PPG F -0.03%
GPN B -0.03%
TTWO A -0.03%
XYL D -0.03%
ANSS B -0.03%
RJF A -0.03%
TSCO D -0.03%
DXCM D -0.03%
UAL A -0.03%
EBAY D -0.03%
CSGP D -0.03%
CNC D -0.03%
DOW F -0.03%
ETR B -0.03%
EIX B -0.03%
FITB A -0.03%
NDAQ A -0.03%
EFX F -0.03%
AVB B -0.03%
GRMN B -0.03%
EPAM C -0.02%
NDSN B -0.02%
FFIV B -0.02%
RVTY F -0.02%
APTV D -0.02%
EVRG A -0.02%
JBL B -0.02%
AMCR D -0.02%
JBHT C -0.02%
DOC D -0.02%
VTRS A -0.02%
L A -0.02%
EL F -0.02%
LNT A -0.02%
DPZ C -0.02%
CF B -0.02%
VRSN F -0.02%
ALGN D -0.02%
EG C -0.02%
TXT D -0.02%
MRO B -0.02%
AVY D -0.02%
NI A -0.02%
BAX D -0.02%
GEN B -0.02%
KIM A -0.02%
ARE D -0.02%
DG F -0.02%
EXPD D -0.02%
LVS C -0.02%
GPC D -0.02%
MAS D -0.02%
TRMB B -0.02%
TER D -0.02%
IEX B -0.02%
DGX A -0.02%
PNR A -0.02%
J F -0.02%
KEY B -0.02%
WRB A -0.02%
BBY D -0.02%
MOH F -0.02%
ULTA F -0.02%
TSN B -0.02%
PODD C -0.02%
PFG D -0.02%
MAA B -0.02%
CTRA B -0.02%
BALL D -0.02%
SNA A -0.02%
MKC D -0.02%
NRG B -0.02%
FDS B -0.02%
INVH D -0.02%
ESS B -0.02%
LUV C -0.02%
CNP B -0.02%
IP B -0.02%
STLD B -0.02%
DRI B -0.02%
LH C -0.02%
LYV A -0.02%
ZBRA B -0.02%
STX D -0.02%
OMC C -0.02%
CLX B -0.02%
WDC D -0.02%
CFG B -0.02%
FSLR F -0.02%
PKG A -0.02%
BLDR D -0.02%
NTRS A -0.02%
LYB F -0.02%
K A -0.02%
STE F -0.02%
ES D -0.02%
WBD C -0.02%
ZBH C -0.02%
TDY B -0.02%
WAT B -0.02%
ATO A -0.02%
WY D -0.02%
LDOS C -0.02%
EXPE B -0.02%
IFF D -0.02%
PTC A -0.02%
FOX A -0.01%
WBA F -0.01%
BEN C -0.01%
PARA C -0.01%
FMC D -0.01%
DVA B -0.01%
MHK D -0.01%
HII D -0.01%
BWA D -0.01%
IVZ B -0.01%
CE F -0.01%
MTCH D -0.01%
HAS D -0.01%
APA D -0.01%
MOS F -0.01%
HSIC B -0.01%
CZR F -0.01%
RL B -0.01%
FRT B -0.01%
ENPH F -0.01%
MGM D -0.01%
WYNN D -0.01%
AOS F -0.01%
CPB D -0.01%
HRL D -0.01%
TFX F -0.01%
SMCI F -0.01%
SOLV C -0.01%
GL B -0.01%
AES F -0.01%
MKTX D -0.01%
CRL C -0.01%
ERIE D -0.01%
LKQ D -0.01%
PNW B -0.01%
CTLT B -0.01%
FOXA B -0.01%
IPG D -0.01%
PAYC B -0.01%
TAP C -0.01%
NWSA B -0.01%
AIZ A -0.01%
GNRC B -0.01%
TECH D -0.01%
LW C -0.01%
BXP D -0.01%
NCLH B -0.01%
SJM D -0.01%
EMN D -0.01%
UHS D -0.01%
ALB C -0.01%
REG B -0.01%
DAY B -0.01%
KMX B -0.01%
HST C -0.01%
ALLE D -0.01%
INCY C -0.01%
BG F -0.01%
JKHY D -0.01%
JNPR F -0.01%
CPT B -0.01%
CHRW C -0.01%
CAG D -0.01%
SWK D -0.01%
DLTR F -0.01%
TPR B -0.01%
UDR B -0.01%
SWKS F -0.01%
MRNA F -0.01%
POOL C -0.01%
NWS B -0.0%
Compare ETFs