Compare · 3 funds side by side · dividends reinvested

CBLS, FHEQ and BALT

CBLSChangebridge×FHEQFidelity×BALTInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,539BALT · best of the three

Story of the three · IncomeMost incomeCBLS · 0.87% · $87 a year on $10k

Story of the three · RiskSmallest drop

CBLS, FHEQ and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.60%+6.7%+7.9%[…][…]−7.8%10.2%$1000M1.5

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B1.8

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.87%+2.9%+2.4%+14.8%+2.2%−21.2%20.1%$32M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CBLS 2020 · FHEQ 2024 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Clough Hedged Equity ETF · $32M$11,110

CBLS

FHEQ

Fidelity Hedged Equity ETF · $1000M[…]

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

CBLS

More Ways to See the Pairs

CBLS vs FHEQ: Top 5 Holdings

Today

CBLS

14.4%in top 5

FHEQ

in top 527.1%

CBLSStockFHEQ

not top 5AAPL7.9%

not top 5NVDA6.7%

2.8%MSFT5.7%

not top 5AMZN4.2%

2.9%AEM

Cost, Income and Risk

Fees: CBLS, FHEQ, BALT

Today

0.52%lowest, FHEQ

FundExpense ratioFee$10k

FHEQ0.52%$52

BALT0.69%$69

CBLS1.89%$189

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CBLS, FHEQ, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

FHEQ

+2.9%Year to dateJan 1 → Nov 11+6.7%

+2.4%1 yearTotal return+7.9%

+14.8%3 years · per year$10,000 became $15,128 · […][…]

+2.2%5 years · per year$10,000 became $11,160 · […][…]

1.89%Expense ratio$189 · $52 a year on $10k · lower is better0.52%

0.87%Trailing 12-mo yield$87 · $60 a year on $10k0.60%

−21.2%Worst dropSmaller is better−7.8%

20.1%VolatilityLower is calmer10.2%

CBLSFHEQ Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FHEQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

2.9%FRVOnot top 5

2.9%CMGnot top 5

2.8%SPOTnot top 5

not top 5GOOGL2.5%

Held in common14.5%

End-of-day Nov 11, 2026 · share of each fund

CBLS vs FHEQ Returns, Every Period

1Y

ChangebridgeCBLS

+2.4%

past year

FHEQFidelity

+7.9%

past year

CBLSFHEQFaded: behind in that period

0–2FHEQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CBLS vs FHEQ

YTD

ChangebridgeCBLS

+2.9%

FHEQFidelity

+6.7%

+2.9%Year to date+6.7%

−21.2%Worst drop · 1Y−7.8%

20.1%Volatility · 1Y10.2%

0.9%Yield0.6%

$31.8MAssets$1000M

3–1FHEQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.87%highest, CBLS

FundTrailing yieldYield$10k

CBLS0.87%$87

FHEQ0.60%$60

BALT0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$8most kept, FHEQ

FHEQ$60 − $52 = $8

BALT$0 − $69 = −$69

CBLS$87 − $189 = −$102

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CBLS, FHEQ, BALT

Today

14.5%most shared, CBLS and FHEQ

CBLSFHEQBALT

CBLS—14.5%[…]

FHEQ14.5%—[…]

BALT[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+7.9%FHEQ, at 10.2% volatility

BALTWorst drop−1.2%2.7% vol

FHEQWorst drop−7.8%10.2% vol

CBLSWorst drop−21.2%20.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CBLSFHEQ

+2.9%Year to date+6.7%

0.9%Yield0.6%

+2.4%Past year+7.9%

1.89%Fee0.52%

3–1FHEQ wins

End-of-day Nov 11, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CBLS, FHEQ and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three