Compare · 2 funds side by side · dividends reinvested

HEQT and FHEQ

HEQTSimplify×FHEQFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,967HEQT · best of the two

02 / 04

HEQT and FHEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Hedged Equity ETFDefined Outcome · Hedged equity0.48%1.19%+5.6%+7.2%+14.4%+8.4%−5.1%8.0%$310M1.1

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.61%+6.0%+6.3%[…][…]−7.8%10.3%$1000M1.8

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: HEQT 2021 · FHEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Hedged Equity ETF · $310M$14,967

HEQT

FHEQ

Fidelity Hedged Equity ETF · $1000M[…]

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

HEQTMeasureFHEQ

+5.6%Year to dateJan 1 → Nov 5+6.0%

+7.2%1 yearTotal return+6.3%

+14.4%3 years · per year$10,000 became $14,987 · […][…]

+8.4%5 years · per year$10,000 became $14,967 · […][…]

0.48%Expense ratio$48 · $52 a year on $10k · lower is better0.52%

1.19%Trailing 12-mo yield$119 · $61 a year on $10k0.61%

−5.1%Worst dropSmaller is better−7.8%

8.0%VolatilityLower is calmer10.3%

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

5–1HEQT wins

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

More Ways to See the Pairs

HEQT vs FHEQ: Top 5 Holdings

Today

HEQT

99.8%in top 5

FHEQ

in top 527.4%

HEQTStockFHEQ

99.8%IVVnot top 5

not top 5AAPL7.8%

not top 5NVDA7.2%

not top 5MSFT5.8%

not top 5AMZN4.1%

not top 5AVGO2.5%

Held in common0.0%

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

HEQT vs FHEQ Returns, Every Period

SimplifyHEQT

+7.2%

past year

FHEQFidelity

+6.3%

past year

HEQTFHEQFaded: behind in that period

1–1Level

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

HEQT vs FHEQ

YTD

SimplifyHEQT

+5.6%

FHEQFidelity

+6.0%

+5.6%Year to date+6.0%

−5.1%Worst drop · 1Y−7.8%

8.0%Volatility · 1Y10.3%

1.2%Yield0.6%

$310MAssets$1000M

3–1HEQT wins

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

Cost, Income and Risk

Fees: HEQT, FHEQ

Today

0.48%lowest, HEQT

FundExpense ratioFee$10k

HEQT0.48%$48

FHEQ0.52%$52

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

Yields: HEQT, FHEQ

1.19%highest, HEQT

FundTrailing yieldYield$10k

HEQT1.19%$119

FHEQ0.61%$61

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

Income After Fees on $10,000

$71most kept, HEQT

HEQT$119 − $48 = $71

FHEQ$61 − $52 = $9

KeptFee

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

Overlap: HEQT, FHEQ

Today

0.0%most shared, HEQT and FHEQ

HEQTFHEQ

HEQT—0.0%

FHEQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+7.2%HEQT, at 8.0% volatility

HEQTWorst drop−5.1%8.0% 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

HEQTFHEQ

+5.6%Year to date+6.0%

1.2%Yield0.6%

+7.2%Past year+6.3%

0.48%Fee0.52%

3–1HEQT 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