Compare FHEQ and HELO

FHEQ and HELO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B1.4

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.60%+7.7%+7.1%[…][…]−7.8%10.0%$986M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FHEQ 2024 · HELO 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Hedged Equity ETF · $986M[…]

FHEQ

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8B[…]

$10,000 five years ago, dividends reinvested · they hold 57.8% in common

FHEQMeasureHELO

+7.7%Year to dateJan 1 → Nov 3+4.2%

+7.1%1 yearTotal return+5.7%

[…]3 years · per year$10,000 became […] · $14,415+13.0%

[…]5 years · per year[…]

0.52%Expense ratio$52 · $50 a year on $10k · lower is better0.50%

0.60%Trailing 12-mo yield$60 · $57 a year on $10k0.57%

−7.8%Worst dropSmaller is better−5.8%

10.0%VolatilityLower is calmer7.2%

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

3–3Level

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

More Ways to See the Pairs

FHEQ vs HELO: Top 5 Holdings

Today

FHEQ

26.3%in top 5

HELO

in top 528.2%

FHEQStockHELO

7.3%NVDA7.9%

7.6%AAPL7.2%

5.1%MSFT6.5%

3.8%AMZN4.0%

2.5%AVGO2.5%

Held in common57.8%

End-of-day Nov 3, 2026 · share of each fund

FHEQ vs HELO Returns, Every Period

1Y

FidelityFHEQ

+7.1%

past year

HELOJ.P. Morgan

+5.7%

past year

FHEQHELOFaded: behind in that period

2–0FHEQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FHEQ vs HELO

YTD

FidelityFHEQ

+7.7%

HELOJ.P. Morgan

+4.2%

+7.7%Year to date+4.2%

−7.8%Worst drop · 1Y−5.8%

10.0%Volatility · 1Y7.2%

0.6%Yield0.6%

$986MAssets$4.8B

2–1HELO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHEQ, HELO

Today

0.50%lowest, HELO

FundExpense ratioFee$10k

HELO0.50%$50

FHEQ0.52%$52

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FHEQ, HELO

1Y

0.60%highest, FHEQ

FundTrailing yieldYield$10k

FHEQ0.60%$60

HELO0.57%$57

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$8most kept, FHEQ

FHEQ$60 − $52 = $8

HELO$57 − $50 = $7

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FHEQ, HELO

Today

57.8%most shared, FHEQ and HELO

FHEQHELO

FHEQ—57.8%

HELO57.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.1%FHEQ, at 10.0% volatility

HELOWorst drop−5.8%7.2% vol

FHEQWorst drop−7.8%10.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FHEQHELO

+7.7%Year to date+4.2%

0.6%Yield0.6%

+7.1%Past year+5.7%

0.52%Fee0.50%

2–1FHEQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026