Compare · 2 funds side by side · dividends reinvested

JUNZ and FHEQ

JUNZTrueShares×FHEQFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,325JUNZ · best of the two

02 / 04

JUNZ and FHEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

TrueShares Structured Outcome (June) ETFDefined Outcome · Hedged equity0.79%2.10%+9.5%+9.0%+17.1%+8.9%−8.3%10.5%$30M1.4

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.61%+6.0%+6.3%[…][…]−7.8%10.3%$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 5, 2026 · returns include dividends · since: JUNZ 2021 · FHEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (June) ETF · $30M$15,325

JUNZ

FHEQ

Fidelity Hedged Equity ETF · $986M[…]

$10,000 five years ago, dividends reinvested

JUNZMeasureFHEQ

+9.5%Year to dateJan 1 → Nov 5+6.0%

+9.0%1 yearTotal return+6.3%

+17.1%3 years · per year$10,000 became $16,054 · […][…]

+8.9%5 years · per year$10,000 became $15,325 · […][…]

0.79%Expense ratio$79 · $52 a year on $10k · lower is better0.52%

2.10%Trailing 12-mo yield$210 · $61 a year on $10k0.61%

−8.3%Worst dropSmaller is better−7.8%

10.5%VolatilityLower is calmer10.3%

JUNZFHEQ 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

JUNZ vs FHEQ: Top 5 Holdings

Today

JUNZ

[…]in top 5

FHEQ

in top 527.4%

JUNZStockFHEQ

not top 5AAPL7.8%

not top 5NVDA7.2%

not top 5MSFT5.8%

not top 5AMZN4.1%

not top 5AVGO2.5%

Held in common[…]

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

JUNZ vs FHEQ Returns, Every Period

TrueSharesJUNZ

+9.0%

past year

FHEQFidelity

+6.3%

past year

JUNZFHEQFaded: behind in that period

2–0JUNZ wins

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

JUNZ vs FHEQ

YTD

TrueSharesJUNZ

+9.5%

FHEQFidelity

+6.0%

+9.5%Year to date+6.0%

−8.3%Worst drop · 1Y−7.8%

10.5%Volatility · 1Y10.3%

2.1%Yield0.6%

$29.9MAssets$986M

2–2level

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

Cost, Income and Risk

Fees: JUNZ, FHEQ

Today

0.52%lowest, FHEQ

FundExpense ratioFee$10k

FHEQ0.52%$52

JUNZ0.79%$79

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

Yields: JUNZ, FHEQ

2.10%highest, JUNZ

FundTrailing yieldYield$10k

JUNZ2.10%$210

FHEQ0.61%$61

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

Income After Fees on $10,000

$131most kept, JUNZ

JUNZ$210 − $79 = $131

FHEQ$61 − $52 = $9

KeptFee

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

Overlap: JUNZ, FHEQ

Today

[…]holdings […]

JUNZFHEQ

JUNZ—[…]

FHEQ[…]—

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

Return vs Bumpiness: 2 ETFs

+9.0%JUNZ, at 10.5% volatility

FHEQWorst drop−7.8%10.3% vol

JUNZWorst drop−8.3%10.5% vol

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

Paid More vs Made More

YTD

JUNZFHEQ

+9.5%Year to date+6.0%

2.1%Yield0.6%

+9.0%Past year+6.3%

0.79%Fee0.52%

3–1JUNZ 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026