Compare · 2 funds side by side · dividends reinvested

FHEQ and HEGD

FHEQFidelity×HEGDSwan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,533HEGD · best of the two

02 / 04

FHEQ and HEGD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+6.7%+6.2%+15.2%+7.8%−4.4%8.1%$739M1.4

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.61%+6.0%+6.3%[…][…]−7.8%10.3%$1000M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FHEQ 2024 · HEGD 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Hedged Equity ETF · $1000M[…]

FHEQ

HEGD

Swan Hedged Equity US Large Cap ETF · $739M$14,533

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FHEQMeasureHEGD

+6.0%Year to dateJan 1 → Nov 5+6.7%

+6.3%1 yearTotal return+6.2%

[…]3 years · per year$10,000 became […] · $15,284+15.2%

[…]5 years · per year$10,000 became […] · $14,533+7.8%

0.52%Expense ratio$52 · $88 a year on $10k · lower is better0.88%

0.61%Trailing 12-mo yield$61 · $34 a year on $10k0.34%

−7.8%Worst dropSmaller is better−4.4%

10.3%VolatilityLower is calmer8.1%

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

3–3Level

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

More Ways to See the Pairs

FHEQ vs HEGD: Top 5 Holdings

Today

FHEQ

27.4%in top 5

HEGD

in top 593.8%

FHEQStockHEGD

not top 5SPY93.8%

7.8%AAPLnot top 5

7.2%NVDAnot top 5

5.8%MSFTnot top 5

4.1%AMZNnot top 5

2.5%AVGOnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FHEQ vs HEGD Returns, Every Period

FidelityFHEQ

+6.3%

past year

HEGDSwan

+6.2%

past year

FHEQHEGDFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FHEQ vs HEGD

YTD

FidelityFHEQ

+6.0%

HEGDSwan

+6.7%

+6.0%Year to date+6.7%

−7.8%Worst drop · 1Y−4.4%

10.3%Volatility · 1Y8.1%

0.6%Yield0.3%

$1000MAssets$739M

3–1HEGD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHEQ, HEGD

Today

0.52%lowest, FHEQ

FundExpense ratioFee$10k

FHEQ0.52%$52

HEGD0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FHEQ, HEGD

0.61%highest, FHEQ

FundTrailing yieldYield$10k

FHEQ0.61%$61

HEGD0.34%$34

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9most kept, FHEQ

FHEQ$61 − $52 = $9

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FHEQ, HEGD

Today

0.0%most shared, FHEQ and HEGD

FHEQHEGD

FHEQ—0.0%

HEGD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.3%FHEQ, at 10.3% volatility

HEGDWorst drop−4.4%8.1% vol

FHEQWorst drop−7.8%10.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FHEQHEGD

+6.0%Year to date+6.7%

0.6%Yield0.3%

+6.3%Past year+6.2%

0.52%Fee0.88%

3–1FHEQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026