AUGZ vs FHEQ5YAUGZAUGZAvsBFHEQFHEQTrueShares Structured Outcome (August) ETF · $44MFidelity Hedged Equity ETF · $1000MReturns · dividends in+15.2%3 years · per year$15,271 · […][…]+8.8%5 years · per year$15,246 · […][…]Cost and income0.79%Expense ratio$79 · $52 on $10k · lower wins0.52%3.39%12-mo yield$339 · $60 on $10k0.60%Risk · 1 year−7.2%End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAUGZTrueShares Structured Outcome (August) ETFReadDesk0.79%3.39%−0.6%+7.2%+7.1%+15.2%+8.8%−7.2%$44M2BFHEQFidelity Hedged Equity ETFReadDesk0.52%0.60%−0.2%+7.1%+6.0%newnew−7.8%$1000MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAUGZTrueShares Structured Outcome (August) ETFReadDesk0.79%3.39%−0.6%+7.2%+7.1%+15.2%+8.8%−7.2%$44M2BFHEQFidelity Hedged Equity ETFReadDesk0.52%0.60%−0.2%+7.1%+6.0%newnew−7.8%$1000MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in AUGZ, FHEQ5Y$10k startAUGZ $15.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: AUGZ, FHEQToday[…]holdings […]AUGZFHEQAUGZ—[…]FHEQ[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
AUGZ vs FHEQ5YAAUGZTrueShares Structured Outcome (August)$15,246vsFHEQBFidelity Hedged Equity[…]MeasureAUGZFHEQFee0.79%0.52%Cost on $10k a year$79$52Yield3.39%0.60%5 years, per year+8.8%[…]3 years, per year+15.2%[…]Worst drop · 1Y−7.2%−7.8%Volatility · 1Y11.2%10.2%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: AUGZ, FHEQToday[…]holdings […]AUGZFHEQAUGZ—[…]FHEQ[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$260most kept, AUGZAUGZ$339 − $79 = $260FHEQ$60 − $52 = $8KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee