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
165
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
499
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% |
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