PHDG vs QCOC

Comparison between INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF) and FT Vest Nasdaq-100 Conservative Buffer ETF - October (QCOC, ETF).

PHDG vs QCOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PHDG(ETF)	QCOC(ETF)
Net Assets	$68M	$68M
Expense Ratio	0.39%	0.90%
Max Drawdown	23.59%	10.45%
Sharpe Ratio	1.70	1.58
5Y Beta	0.30	0.51
5Y Dividends CAGR	28.74%	N/A

Net Assets

Winner

PHDG

$68M

QCOC

$68M

Expense Ratio

Winner

PHDG

0.39%

QCOC

0.90%

Max Drawdown

PHDG

23.59%

Winner

QCOC

10.45%

Sharpe Ratio

Winner

PHDG

1.70

QCOC

1.58

5Y Beta

Winner

PHDG

0.30

QCOC

0.51

5Y Dividends CAGR

PHDG

28.74%

QCOC

N/A

PHDG vs QCOC - Historical Returns

Returns include dividend reinvestment.

Period	PHDG	QCOC
1 month	-0.34%	+0.63%
3 months	+9.29%	+6.90%
6 months	+10.55%	+6.42%
1 year	+21.26%	+13.86%
5 years(CAGR)	+5.02%	N/A
10 years(CAGR)	+7.03%	N/A
Max(CAGR)	+5.75%	+11.83%

PHDG

-0.34%

Winner

QCOC

+0.63%

Winner

PHDG

+9.29%

QCOC

+6.90%

Winner

PHDG

+10.55%

QCOC

+6.42%

Winner

PHDG

+21.26%

QCOC

+13.86%

5Y(CAGR)

PHDG

+5.02%

QCOC

N/A

10Y(CAGR)

PHDG

+7.03%

QCOC

N/A

Max(CAGR)

PHDG

+5.75%

Winner

QCOC

+11.83%

PHDG vs QCOC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PHDG	QCOC
2026	+11.61%	+6.18%
2025	+2.46%	+11.24%
2024	+11.96%	+2.01%
2023	+8.79%	N/A
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 QCOC Drawdown Comparison

The maximum drawdown for PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.

The maximum drawdown for QCOC was -10.45%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.

The current PHDG drawdown is -3.52%. The current QCOC drawdown is -0.57%.

Rank	PHDG	QCOC
#1	-17.69% Dec 5, 2014 - Dec 11, 2017	-10.45% Feb 14, 2025 - Jun 2, 2025
#2	-17.06% Dec 27, 2021 - Jun 12, 2024	-4.64% Jan 28, 2026 - Apr 14, 2026
#3	-15.87% Mar 18, 2020 - Aug 24, 2020	-2.94% Oct 29, 2025 - Dec 10, 2025
#4	-14.79% Dec 4, 2024 - Mar 2, 2026	-1.86% Dec 16, 2024 - Jan 22, 2025
#5	-12.79% Feb 6, 2018 - Mar 12, 2020	-1.53% May 29, 2026 - Jun 10, 2026
#6	-10.06% Sep 2, 2020 - Apr 15, 2021	-1.49% Dec 10, 2025 - Dec 23, 2025
#7	-6.11% Aug 5, 2024 - Dec 4, 2024	-1.26% Oct 29, 2024 - Nov 6, 2024
#8	-5.20% Aug 2, 2013 - Dec 23, 2013	-1.20% Jan 9, 2026 - Jan 27, 2026
#9	-4.42% Sep 7, 2021 - Nov 2, 2021	-1.17% Jan 23, 2025 - Feb 10, 2025
#10	-4.37% Jul 16, 2024 - Aug 5, 2024	-1.07% Nov 8, 2024 - Nov 26, 2024
#11	-3.88% Jun 4, 2026 - Jun 11, 2026	-0.79% Jul 29, 2025 - Aug 6, 2025
#12	-3.69% Apr 2, 2014 - Jun 9, 2014	-0.69% Dec 24, 2025 - Jan 6, 2026
#13	-3.44% Dec 31, 2013 - Feb 28, 2014	-0.69% Aug 14, 2025 - Aug 27, 2025
#14	-3.37% Mar 10, 2026 - Apr 8, 2026	-0.54% Jun 10, 2025 - Jun 16, 2025
#15	-3.26% May 12, 2021 - Jul 2, 2021	-0.51% Aug 28, 2025 - Sep 4, 2025