PHDGvsBOXXETF Comparison
VS
Invesco S&P 500 Downside Hedged ETF (PHDG) and Alpha Architect 1-3 Month Box ETF (BOXX) belong to the same industry segment: Multi-Asset: Other. PHDG is more expensive with a Total Expense Ratio (TER) of 0.44%, versus 0.24% for BOXX. PHDG is up 10.74% year-to-date (YTD) with -$13M in YTD flows. BOXX performs worse with 3.07% YTD performance, and +$4.57B in YTD flows. Run a side-by-side ETF comparison of PHDG and BOXX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
PHDG vs BOXX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PHDG BOXX | +1.62%+0.34% | +0.54%+0.98% | +10.74%+3.07% | +9.09%+4.00% | +36.55%+14.49% | +24.12%n/a |
| Flows | PHDG BOXX | --$209M | -$10M+$1.19B | -$13M+$4.57B | -$17M+$5.37B | -$105M+$12.96B | -$161M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PHDG BOXX | +9.39%+0.31% | +8.50%+0.39% | +9.44%+0.34% | +10.16%n/a |
| Max drawdown | PHDG BOXX | -3.38%-0.07% | -5.50%-0.07% | -14.12%-0.07% | -16.80%n/a |
| Max drawdown duration | PHDG BOXX | 73d6d | 136d6d | 323d6d | 897dn/a |
Trading data
PHDG | BOXX | |
Last sale 10/16/2026 at 1:30 PM | $41.20 | $118.64 |
| Previous close 10/15/2026 | $41.46 | $118.58 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
PHDG | BOXX | |
|---|---|---|
| Last price | $41.20 | $118.64 |
| 1D performance | -0.63% | +0.05% |
| AuM | $61.86 M | $14.25 B |
| E/R | 0.44% | 0.24% |
Characteristics
PHDG | BOXX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Invesco | Alpha Architect |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 6, 2012 | December 28, 2022 |
| ESG | No | No |
Advertisement
Exposure
Countries
PHDG
Data will be available soon
BOXX
Data will be available soon
Sectors
PHDG
Data will be available soon
BOXX
Data will be available soon
Diversification
PHDG
Data will be available soon
BOXX
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
PHDG
Data will be available soon
BOXX
Data will be available soon
Frequently asked questions about PHDG and BOXX
How have the PHDG and BOXX ETFs performed in 2026?
As of October 16, 2026, PHDG is up 10.74% year-to-date (YTD), while BOXX has returned 3.07%. That puts PHDG better performer ahead so far this year.
Which ETF is attracting more investor money: PHDG or BOXX?
Year-to-date, the PHDG ETF saw -$13M in flows, compared to +$4.57B for BOXX.
Which ETF is more volatile: PHDG or BOXX?
Over the past year, PHDG had a volatility of 8.5%, while BOXX experienced 0.39%.
Which ETF is bigger: PHDG or BOXX?
As of October 16, 2026, PHDG holds $61.86 M in assets under management (AUM), while BOXX manages $14.25 B.
Advertisement
Latest news about PHDG & BOXX
There’s an ETF for That? Box Spreads
August 27, 2026
BOXX
Which Types of Bond ETFs Are the Most Tax Efficient?
September 2, 2025
BOXX
Notable ETF Filings and Launches Recap: August 2024
August 29, 2024
BOXX
Advertisement
3 Cash-Like ETFs for Sleeping Well at Night
June 5, 2024
BOXX
3 Cash-Like ETFs for Sleeping Well at Night
June 5, 2024
BOXX
ETFs for a "Higher for Longer" Interest Rate Environment
April 30, 2024
BOXX
Advertisement
