PHDG vs LITP
Comparison between INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF) and Sprott Lithium Miners ETF (LITP, ETF).
PHDG vs LITP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PHDG
$65M
LITP
$65M
Expense Ratio
Winner
PHDG
0.39%
LITP
0.65%
Max Drawdown
Winner
PHDG
23.59%
LITP
76.86%
Sharpe Ratio
PHDG
1.84
Winner
LITP
1.94
5Y Beta
Winner
PHDG
0.30
LITP
1.25
P/E Ratio
PHDG
28.95
LITP
N/A
Forward P/E
PHDG
22.35
LITP
N/A
5Y Dividends CAGR
PHDG
28.74%
LITP
N/A
5Y EPS CAGR
PHDG
25.98%
LITP
N/A
Debt to Equity
PHDG
32.48%
LITP
N/A
P/S Ratio
PHDG
3.76
LITP
N/A
P/B Ratio
PHDG
5.60
LITP
N/A
PHDG vs LITP - Holdings Comparison
PHDG and LITP have 2 common holdings. Overlap is -0.08%
PHDG's top 25 holdings weight is 68.98%. LITP's top 25 holdings weight is 97.88%.
| Rank | PHDG | LITP |
|---|---|---|
| #1 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 19.66% | LIONTOWN LTD (n/a) - 11.92% |
| #2 | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 19.23% | PLS GROUP LTD (n/a) - 11.79% |
| #3 | NVIDIA CORP (NVDA) - 4.76% | GANFENG LITHIUM GROUP CO LTD (n/a) - 10.41% |
| #4 | APPLE INC (AAPL) - 4.13% | ALBEMARLE CORP (ALB) - 9.49% |
| #5 | MICROSOFT CORP (MSFT) - 2.82% | SOCIEDAD QUIMICA Y MINERA DE CHILE SA ADR (SQM) - 9.19% |
| #6 | AMAZON.COM INC (AMZN) - 2.36% | LITHIUM ARGENTINA AG (n/a) - 5.68% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.06% | ELEVRA LITHIUM LTD (n/a) - 5.63% |
| #8 | BROADCOM INC (AVGO) - 1.82% | IGO LTD (n/a) - 4.80% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.64% | SIGMA LITHIUM CORP (n/a) - 4.41% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.22% | PMET RESOURCES INC (n/a) - 3.52% |
| #11 | TESLA INC (TSLA) - 1.11% | TIANQI LITHIUM CORP CLASS H (n/a) - 3.49% |
| #12 | MICRON TECHNOLOGY INC (MU) - 0.92% | STANDARD LITHIUM CORP (SLI) - 3.05% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81% | LITHIUM AMERICAS CORP (LAC) - 2.99% |
| #14 | ELI LILLY AND CO (LLY) - 0.77% | CORE LITHIUM LTD (n/a) - 2.37% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.75% | EUROPEAN LITHIUM LTD (n/a) - 2.13% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 0.75% | VULCAN ENERGY RESOURCES LTD ORDINARY SHARES (n/a) - 2.06% |
| #17 | EXXON MOBIL CORP (XOM) - 0.57% | GALAN LITHIUM LTD (n/a) - 1.26% |
| #18 | INTEL CORP (INTC) - 0.53% | IONEER LTD (n/a) - 1.08% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.51% | LITHIUM IONIC CORP (n/a) - 0.56% |
| #20 | VISA INC CLASS A (V) - 0.50% | AMERICAN LITHIUM CORP (n/a) - 0.45% |
| #21 | WALMART INC (WMT) - 0.47% | SAVANNAH RESOURCES PLC (n/a) - 0.43% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.43% | ATLANTIC LITHIUM LTD (n/a) - 0.35% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.41% | LIBERTYSTREAM INFRASTRUCTURE PARTNERS INC (n/a) - 0.29% |
| #24 | CATERPILLAR INC (CAT) - 0.38% | E3 LITHIUM LTD (n/a) - 0.28% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.37% | LAKE RESOURCES NL (n/a) - 0.25% |
| Total Holdings | 508 | 39 |
PHDG vs LITP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHDG
+1.95%
LITP
-19.39%
3M
PHDG
+8.98%
Winner
LITP
+10.06%
6M
PHDG
+9.94%
Winner
LITP
+26.04%
1Y
PHDG
+23.81%
Winner
LITP
+165.22%
5Y(CAGR)
PHDG
+5.07%
LITP
N/A
10Y(CAGR)
PHDG
+6.99%
LITP
N/A
Max(CAGR)
Winner
PHDG
+5.79%
LITP
-6.81%
PHDG vs LITP - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PHDG | LITP |
|---|---|---|
| 2026 | +12.04% | +8.31% |
| 2025 | +2.46% | +87.43% |
| 2024 | +11.96% | -43.69% |
| 2023 | +8.79% | -36.25% |
| 2022 | -14.38% | N/A |
| 2021 | +16.13% | N/A |
| 2020 | +18.15% | N/A |
| 2019 | +8.89% | N/A |
| 2018 | -3.39% | N/A |
| 2017 | +15.36% | N/A |
| 2016 | -0.25% | N/A |
| 2015 | -9.72% | N/A |
| 2014 | +6.86% | N/A |
| 2013 | +12.19% | N/A |
| 2012 | -0.01% | N/A |
PHDG vs LITP Drawdown Comparison
The maximum drawdown for PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.
The maximum drawdown for LITP was -74.76%, occurring on Apr 8, 2025. Recovery took 812 trading sessions.
The current PHDG drawdown is -3.15%. The current LITP drawdown is -24.71%.
| Rank | PHDG | LITP |
|---|---|---|
| #1 | -17.69% Dec 5, 2014 - Dec 11, 2017 | -74.76% Feb 2, 2023 - Apr 30, 2026 |
| #2 | -17.06% Dec 27, 2021 - Jun 12, 2024 | -24.71% May 6, 2026 - Jun 5, 2026 |
| #3 | -15.87% Mar 18, 2020 - Aug 24, 2020 | -4.89% May 1, 2026 - May 6, 2026 |
| #4 | -14.79% Dec 4, 2024 - Mar 2, 2026 | N/A |
| #5 | -12.79% Feb 6, 2018 - Mar 12, 2020 | N/A |
| #6 | -10.06% Sep 2, 2020 - Apr 15, 2021 | N/A |
| #7 | -6.11% Aug 5, 2024 - Dec 4, 2024 | N/A |
| #8 | -5.20% Aug 2, 2013 - Dec 23, 2013 | N/A |
| #9 | -4.42% Sep 7, 2021 - Nov 2, 2021 | N/A |
| #10 | -4.37% Jul 16, 2024 - Aug 5, 2024 | N/A |
| #11 | -3.69% Apr 2, 2014 - Jun 9, 2014 | N/A |
| #12 | -3.44% Dec 31, 2013 - Feb 28, 2014 | N/A |
| #13 | -3.37% Mar 10, 2026 - Apr 8, 2026 | N/A |
| #14 | -3.26% May 12, 2021 - Jul 2, 2021 | N/A |
| #15 | -3.15% Jun 4, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between PHDG and LITP is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.06
-101
Dividend Comparison (2012 - 2026)
PHDG vs LITP dividend yield comparison.
| Year | PHDG | LITP |
|---|---|---|
| 2026 | 0.36% | 0.00% |
| 2025 | 2.10% | 7.41% |
| 2024 | 1.94% | 6.55% |
| 2023 | 1.93% | 2.80% |
| 2022 | 1.35% | 0.00% |
| 2021 | 0.44% | 0.00% |
| 2020 | 0.63% | 0.00% |
| 2019 | 1.80% | 0.00% |
| 2018 | 1.56% | 0.00% |
| 2017 | 1.83% | 0.00% |
| 2016 | 2.29% | 0.00% |
| 2015 | 1.64% | 0.00% |
| 2014 | 5.46% | 0.00% |
| 2013 | 1.76% | 0.00% |
| 2012 | 0.09% | 0.00% |
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