CBLS vs FHEQ

ACBLS

BFHEQ

Measures won1–3FHEQ wins · of 6 · 5Y

$10,000 · 5Y$11,127CBLS

Lowest cost0.52%FHEQ · $52 on $10k

Most income0.88%CBLS · $88 on $10k

Smallest drop−7.8%FHEQ · worst fall in 1Y

Held in common10.3%CBLS and FHEQ

CBLS

FHEQ

Clough Hedged Equity ETF · $48MFidelity Hedged Equity ETF · $986M

+15.1%3 years · per year$15,244 · […][…]

+2.2%5 years · per year$11,127 · […][…]

1.89%Expense ratio$189 · $52 on $10k · lower wins0.52%

0.88%12-mo yield$88 · $59 on $10k0.59%

−17.9%Worst dropSmaller wins−7.8%

19.4%VolatilityLower wins10.1%

1–3FHEQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · FHEQ

2.7%MSFT5.2%

2.8%AVGO2.6%

2.6%LLY2.1%

3.1%UNH1.0%

Held in common10.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$48M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.59%	+0.6%	+8.4%	+7.5%	new	new	−7.8%	$986M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$48M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.59%	+0.6%	+8.4%	+7.5%	new	new	−7.8%	$986M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CBLS vs FHEQ

CBLS

Clough Hedged Equity

$11,127

FHEQ

Fidelity Hedged Equity

[…]

MeasureCBLSFHEQ

Fee1.89%0.52%

Cost on $10k a year$189$52

Yield0.88%0.59%

5 years, per year+2.2%[…]

3 years, per year+15.1%[…]

Worst drop · 1Y−17.9%−7.8%

Volatility · 1Y19.4%10.1%

3–1measures won
FHEQ first

10.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CBLS, FHEQ

Today

10.3%most shared, CBLS and FHEQ

CBLSFHEQ

CBLS—10.3%

FHEQ10.3%—

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

Income After Fees on $10,000

$7most kept, FHEQ

FHEQ$59 − $52 = $7

CBLS$88 − $189 = −$101

KeptFee

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