CBLS vs FHEQ

ACBLS

BFHEQ

Measures won1–3FHEQ wins · of 6 · 5Y

$10,000 · 5Y$10,693CBLS

Lowest cost0.52%FHEQ · $52 on $10k

Most income0.90%CBLS · $90 on $10k

Smallest drop−6.8%SFLR · worst fall in 1Y

Held in common15.3%CBLS and FHEQ

CBLS

FHEQ

Clough Hedged Equity ETF · $34MFidelity Hedged Equity ETF · $1000M

+14.0%3 years · per year$14,811 · […][…]

+1.3%5 years · per year$10,693 · […][…]

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

0.90%12-mo yield$90 · $61 on $10k0.61%

−21.2%Worst dropSmaller wins−7.8%

19.9%VolatilityLower wins10.3%

1–3FHEQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCBLS · FHEQ

2.6%MSFT5.7%

2.4%AMZN4.1%

2.3%NVDA6.6%

2.3%AVGO2.3%

Held in common15.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk	0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ACBLS	Clough Hedged Equity ETFRead Desk	1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$34M
2	BFHEQ	Fidelity Hedged Equity ETFRead Desk	0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M
3	SFLR	Innovator Equity Managed Floor ETFRead Desk	0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

End-of-day Nov 6, 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

$10,693

FHEQ

Fidelity Hedged Equity

[…]

MeasureCBLSFHEQ

Fee1.89%0.52%

Cost on $10k a year$189$52

Yield0.90%0.61%

5 years, per year+1.3%[…]

3 years, per year+14.0%[…]

Worst drop · 1Y−21.2%−7.8%

Volatility · 1Y19.9%10.3%

3–1measures won
FHEQ first

15.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CBLS, FHEQ, SFLR

Today

61.3%most shared, FHEQ and SFLR

CBLSFHEQSFLR

CBLS—15.3%14.8%

FHEQ15.3%—61.3%

SFLR14.8%61.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$9most kept, FHEQ

FHEQ$61 − $52 = $9

SFLR$25 − $89 = −$64

CBLS$90 − $189 = −$99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee