Compare SHDG and FHEQ

SHDG and FHEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.59%+8.4%+7.5%[…][…]−7.8%10.1%$986M1.3

Soundwatch Hedged Equity ETFDefined Outcome · Hedged equity1.01%0.48%+4.0%+4.9%+15.0%[…]−6.6%8.4%$155M1.6

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: SHDG 2022 · FHEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Soundwatch Hedged Equity ETF · $155M[…]

SHDG

FHEQ

Fidelity Hedged Equity ETF · $986M[…]

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

SHDGMeasureFHEQ

+4.0%Year to dateJan 1 → Nov 4+8.4%

+4.9%1 yearTotal return+7.5%

+15.0%3 years · per year$10,000 became $15,190 · […][…]

[…]5 years · per year[…]

1.01%Expense ratio$101 · $52 a year on $10k · lower is better0.52%

0.48%Trailing 12-mo yield$48 · $59 a year on $10k0.59%

−6.6%Worst dropSmaller is better−7.8%

8.4%VolatilityLower is calmer10.1%

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

2–4FHEQ wins

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

More Ways to See the Pairs

SHDG vs FHEQ: Top 5 Holdings

Today

SHDG

96.6%in top 5

FHEQ

in top 526.5%

SHDGStockFHEQ

96.6%IVVnot top 5

not top 5NVDA7.4%

not top 5AAPL7.4%

not top 5MSFT5.2%

not top 5AMZN3.9%

not top 5AVGO2.6%

Held in common0.0%

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

SHDG vs FHEQ Returns, Every Period

1Y

SoundWatch CapitalSHDG

+4.9%

past year

FHEQFidelity

+7.5%

past year

SHDGFHEQFaded: behind in that period

0–2FHEQ wins

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

SHDG vs FHEQ

YTD

SoundWatch CapitalSHDG

+4.0%

FHEQFidelity

+8.4%

+4.0%Year to date+8.4%

−6.6%Worst drop · 1Y−7.8%

8.4%Volatility · 1Y10.1%

0.5%Yield0.6%

$155MAssets$986M

2–2level

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

Cost, Income and Risk

Fees: SHDG, FHEQ

Today

0.52%lowest, FHEQ

FundExpense ratioFee$10k

FHEQ0.52%$52

SHDG1.01%$101

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

Yields: SHDG, FHEQ

1Y

0.59%highest, FHEQ

FundTrailing yieldYield$10k

FHEQ0.59%$59

SHDG0.48%$48

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

Income After Fees on $10,000

1Y

$7most kept, FHEQ

FHEQ$59 − $52 = $7

SHDG$48 − $101 = −$53

KeptFee

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

Overlap: SHDG, FHEQ

Today

0.0%most shared, SHDG and FHEQ

SHDGFHEQ

SHDG—0.0%

FHEQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.5%FHEQ, at 10.1% volatility

SHDGWorst drop−6.6%8.4% 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

FHEQSHDG

+8.4%Year to date+4.0%

0.6%Yield0.5%

+7.5%Past year+4.9%

0.52%Fee1.01%

4–0FHEQ 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026