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HEQT vs PHDG
HEQT vs PHDG Comparison Chart in %
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HEQT vs. PHDG commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEQT is a Buy and PHDG is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
HEQT has more net assets: 328M vs. PHDG (88.6M). HEQT has a higher annual dividend yield than PHDG: HEQT (3.991) vs PHDG (-1.972). HEQT was incepted earlier than PHDG: HEQT (4 years) vs PHDG (13 years). PHDG (0.39) has a lower expense ratio than HEQT (0.44). PHDG has a higher turnover HEQT (1.00) vs HEQT (1.00).
| HEQT | PHDG | HEQT / PHDG | |
| Gain YTD | 3.991 | -1.972 | -202% |
| Net Assets | 328M | 88.6M | 370% |
| Total Expense Ratio | 0.44 | 0.39 | 113% |
| Turnover | 1.00 | 683.00 | 0% |
| Yield | 1.20 | 2.25 | 53% |
| Fund Existence | 4 years | 13 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| HEQT | PHDG | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 46% | 3 days ago 69% |
| Stochastic ODDS (%) | 6 days ago 55% | 3 days ago 63% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | 3 days ago 62% | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 83% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 85% | 3 days ago 79% |
| Advances ODDS (%) | 3 days ago 84% | 3 days ago 82% |
| Declines ODDS (%) | N/A | 20 days ago 70% |
| BollingerBands ODDS (%) | 3 days ago 54% | 3 days ago 77% |
| Aroon ODDS (%) | 3 days ago 84% | 3 days ago 77% |
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PHDG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PHDG has been loosely correlated with MSFT. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if PHDG jumps, then MSFT could also see price increases.
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1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To PHDG | 1D Price Change % | ||
|---|---|---|---|---|
| PHDG | 100% | +0.33% | ||
| MSFT - PHDG | 57% Loosely correlated | +0.55% | ||
| AMZN - PHDG | 50% Loosely correlated | -0.34% | ||
| AAPL - PHDG | 49% Loosely correlated | +0.06% | ||
| META - PHDG | 45% Loosely correlated | -0.30% | ||
| NVDA - PHDG | 44% Loosely correlated | -0.14% | ||
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