Compare PHEQ and FHEQ

PHEQ and FHEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.81%+9.7%+10.8%+15.5%[…]−4.3%6.2%$150M1.0

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.59%+8.4%+7.5%[…][…]−7.8%10.1%$986M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: PHEQ 2023 · FHEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Hedged Equity ETF · $150M[…]

PHEQ

FHEQ

Fidelity Hedged Equity ETF · $986M[…]

$10,000 five years ago, dividends reinvested · they hold 63.5% in common

PHEQMeasureFHEQ

+9.7%Year to dateJan 1 → Nov 4+8.4%

+10.8%1 yearTotal return+7.5%

+15.5%3 years · per year$10,000 became $15,389 · […][…]

[…]5 years · per year[…]

0.29%Expense ratio$29 · $52 a year on $10k · lower is better0.52%

0.81%Trailing 12-mo yield$81 · $59 a year on $10k0.59%

−4.3%Worst dropSmaller is better−7.8%

6.2%VolatilityLower is calmer10.1%

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

6–0PHEQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHEQ vs FHEQ: Top 5 Holdings

Today

PHEQ

27.9%in top 5

FHEQ

in top 526.5%

PHEQStockFHEQ

7.7%NVDA7.4%

7.5%AAPL7.4%

6.1%MSFT5.2%

4.0%AMZN3.9%

2.6%GOOGLnot top 5

not top 5AVGO2.6%

Held in common63.5%

End-of-day Nov 4, 2026 · share of each fund

PHEQ vs FHEQ Returns, Every Period

1Y

Eaton VancePHEQ

+10.8%

past year

FHEQFidelity

+7.5%

past year

PHEQFHEQFaded: behind in that period

2–0PHEQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PHEQ vs FHEQ

YTD

Eaton VancePHEQ

+9.7%

FHEQFidelity

+8.4%

+9.7%Year to date+8.4%

−4.3%Worst drop · 1Y−7.8%

6.2%Volatility · 1Y10.1%

0.8%Yield0.6%

$150MAssets$986M

4–0PHEQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHEQ, FHEQ

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

FHEQ0.52%$52

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PHEQ, FHEQ

1Y

0.81%highest, PHEQ

FundTrailing yieldYield$10k

PHEQ0.81%$81

FHEQ0.59%$59

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$52most kept, PHEQ

PHEQ$81 − $29 = $52

FHEQ$59 − $52 = $7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PHEQ, FHEQ

Today

63.5%most shared, PHEQ and FHEQ

PHEQFHEQ

PHEQ—63.5%

FHEQ63.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.8%PHEQ, at 6.2% volatility

PHEQWorst drop−4.3%6.2% vol

FHEQWorst drop−7.8%10.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PHEQFHEQ

+9.7%Year to date+8.4%

0.8%Yield0.6%

+10.8%Past year+7.5%

0.29%Fee0.52%

4–0PHEQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026