Compare · 3 funds side by side · dividends reinvested

FHEQ, HELO and VOO

FHEQFidelity×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

FHEQ, HELO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.5

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.1

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.60%+7.7%+7.1%[…][…]−7.8%10.0%$986M2.2

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

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

Defined Outcome vs Core: FHEQ vs VOO

YTD

FidelityFHEQ

+7.7%

VOOVanguard

+11.5%

+7.7%Year to date+11.5%

−7.8%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y12.7%

0.6%Yield1.1%

$986MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: FHEQ, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HELO0.50%$50

FHEQ0.52%$52

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

Yields: FHEQ, HELO, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

FHEQ0.60%$60

HELO0.57%$57

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

FHEQ$60 − $52 = $8

HELO$57 − $50 = $7

KeptFee

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

Overlap: FHEQ, HELO, VOO

Today

65.0%most shared, HELO and VOO

FHEQHELOVOO

FHEQ—57.8%62.7%

HELO57.8%—65.0%

VOO62.7%65.0%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

HELOWorst drop−5.8%7.2% vol

FHEQWorst drop−7.8%10.0% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

VOOFHEQ

+11.5%Year to date+7.7%

1.1%Yield0.6%

+11.9%Past year+7.1%

0.03%Fee0.52%

4–0VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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